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Name Holding Trade Value Shares
Change 		Change in
Stake
TCOT
2326
Trust Company of Toledo
Ohio
$31.5K – – –
KG
2327
Kilter Group
New York
$31.1K +$3.46K +37 +13%
TFG
2328
Team Financial Group
California
$31K – – –
HWP
2329
Highline Wealth Partners
California
$30.6K +$1.31K +14 +5%
BC
2330
Barrett & Company
Rhode Island
$30.4K – – –
NSG
2331
Nalls Sherbakoff Group
Tennessee
$29.4K – – –
TLA
2332
Tanglewood Legacy Advisors
Texas
$29.4K – – –
T
2333
Tidemark
California
$29.2K +$4.21K +45 +18%
FPF
2334
First Pacific Financial
Washington
$28.7K – – –
RWM
2335
Raffa Wealth Management
District of Columbia
$27.2K -$4.21K -45 -14%
WCM
2336
Westend Capital Management
California
$26.9K +$25.7K +275 New
SC
2337
SouthState Corp
Florida
$25.5K -$19.9K -213 -45%
MWPCG
2338
Measured Wealth Private Client Group
New Hampshire
$25.3K +$24.1K +258 New
MAM
2339
Meeder Asset Management
Ohio
$25.2K +$94 +1 +0.4%
LFASL
2340
Lugano Financial Advisors SA (LFA)
Switzerland
$24.6K +$9.82K +105 +72%
FWM
2341
FSA Wealth Management
Massachusetts
$24.5K – – –
PPA
2342
Painted Porch Advisors
California
$24.5K – – –
MAM
2343
MMA Asset Management
Pennsylvania
$24.5K +$23.4K +250 New
PGAM
2344
Princeton Global Asset Management
New Jersey
$24.1K – – –
TCM
2345
TD Capital Management
Tennessee
$23.7K – – –
TIM
2346
Tortoise Investment Management
New York
$23.7K +$4.39K +47 +24%
CCMW
2347
Cypress Capital Management (Wyoming)
Wyoming
$23K – – –
SA
2348
Scarborough Advisors
Maryland
$22.4K – – –
MFT
2349
Moisand Fitzgerald Tamayo
Florida
$22K -$7.01K -75 -25%
UOTTAIMCU
2350
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$21.7K +$20.8K +222 New
92 93
94
95 96