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Name Holding Trade Value Shares
Change 		Change in
Stake
DMC
2576
Drexel Morgan & Co
Pennsylvania
$403K – – –
FPB
2577
First PREMIER Bank
South Dakota
$403K +$48.1K +235 +15%
CAN
2578
Claraphi Advisory Network
United States
$402K -$128K -624 -25%
WRM
2579
Weybosset Research & Management
Rhode Island
$402K -$103K -504 -22%
TIM
2580
Tortoise Investment Management
New York
$402K – – –
PWA
2581
Phoenix Wealth Advisors
North Carolina
$402K +$376K +1,836 New
MSA
2582
Marino Stram & Associates
Massachusetts
$401K +$205 +1 +0.1%
VCM
2583
Versant Capital Management
Arizona
$401K +$409 +2 +0.1%
SPWG
2584
Sage Private Wealth Group
Illinois
$401K +$375K +1,834 New
OIM
2585
Oder Investment Management
California
$400K +$373K +1,822 New
BSSFA
2586
Baron Silver Stevens Financial Advisors
Florida
$399K +$374K +1,827 New
B
2587
Bellecapital
Switzerland
$397K +$372K +1,817 New
BWLSA
2588
Blue Water Life Science Advisors
California
$396K +$370K +1,809 New
KA
2589
KLCM Advisors
Wisconsin
$395K – – –
TIS
2590
Tortoise Index Solutions
Kansas
$395K +$47.7K +233 +15%
TWP
2591
Tempus Wealth Planning
California
$394K – – –
TFCP
2592
Twin Focus Capital Partners
Massachusetts
$394K +$153K +750 +71%
CIA
2593
Compass Ion Advisors
Pennsylvania
$392K -$20.5K -100 -5%
DPI
2594
Diversified Portfolios Inc
Michigan
$392K +$83.7K +409 +30%
FNBOSM
2595
First National Bank of South Miami
Florida
$390K -$226K -1,103 -38%
NFG
2596
Nadler Financial Group
Illinois
$390K -$26.6K -130 -7%
SCA
2597
Sage Capital Advisors
South Dakota
$390K -$10.4K -51 -3%
RIA
2598
RPG Investment Advisory
California
$390K -$205 -1 -0.1%
PRWA
2599
Platte River Wealth Advisors
Colorado
$390K +$30.7K +150 +9%
AA
2600
Advisory Alpha
Michigan
$390K +$33.4K +163 +10%
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