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Name Holding Trade Value Shares
Change 		Change in
Stake
CDIA
2101
Capital Directions Investment Advisors
Georgia
$109K – – –
HH
2102
HWG Holdings
Texas
$106K +$103K +360 New
SL
2103
Savior LLC
Massachusetts
$105K -$3.44K -12 -3%
WCG
2104
Weaver Consulting Group
California
$105K – – –
PFO
2105
Pathstone Family Office
New Jersey
$102K +$4.3K +15 +5%
SQA
2106
Simon Quick Advisors
New Jersey
$101K +$40.1K +140 +70%
SIAP
2107
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$99K -$71.6K -250 -43%
TIM
2108
Tortoise Investment Management
New York
$91K -$1.09M -3,818 -93%
TFGT
2109
TS Financial Group (TSFG)
Illinois
$86K – – –
TCM
2110
Tradewinds Capital Management
Washington
$85K +$1.43K +5 +2%
FCM
2111
Firestone Capital Management
Florida
$80K – – –
C
2112
Cerebellum
California
$80K +$104K +363 New
FWM
2113
Focused Wealth Management
New York
$79K – – –
EWP
2114
Engrave Wealth Partners
Texas
$78K +$13.2K +46 +21%
NSIM
2115
North Star Investment Management
Illinois
$78K +$63K +220 +500%
CFG
2116
Capstone Financial Group
Oklahoma
$76K -$70.2K -245 -49%
WAS
2117
Winch Advisory Services
Wisconsin
$73K – – –
KIG
2118
Kessler Investment Group
Indiana
$72K +$2.01K +7 +3%
TCM
2119
TD Capital Management
Tennessee
$69K – – –
TJHA
2120
Thomas J. Herzfeld Advisors
Florida
$68K -$10.3K -36 -14%
BAM
2121
Bellevue Asset Management
Washington
$65K – – –
SC
2122
Solstein Capital
California
$65K – – –
MA
2123
Modus Advisors
Minnesota
$62K +$60.2K +210 New
FMTCOCP
2124
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$60K -$5.44K -19 -8%
VEA
2125
Virtus ETF Advisers
New York
$59K -$17.8K -62 -24%
83 84
85
86 87