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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
3451
Tortoise Investment Management
New York
$289K +$16.3K +59 +6%
WFA
3452
WMG Financial Advisors
Tennessee
$289K +$285K +1,034 New
DWM
3453
Dechtman Wealth Management
Colorado
$288K +$285K +1,032 New
YCG
3454
Yeomans Consulting Group
Georgia
$287K +$11.9K +43 +4%
SFP
3455
Sterling Financial Planning
New Jersey
$287K +$284K +1,027 New
BDF
3456
Black Diamond Financial
Maryland
$286K
IWM
3457
Integris Wealth Management
California
$286K -$13.3K -48 -4%
LC
3458
LCNB Corp
Ohio
$285K -$71.5K -259 -20%
SFG
3459
Sterling Financial Group
California
$285K -$6.07K -22 -2%
BMA
3460
Brooks Moore & Associates
Tennessee
$285K
MFS
3461
Madrona Financial Services
Washington
$285K +$282K +1,021 New
HGWM
3462
Horst & Graben Wealth Management
Oregon
$284K +$276 +1 +0.1%
CW
3463
Cook Wealth
North Carolina
$284K +$27.6K +100 +10%
NAG
3464
Northstar Advisory Group
New Jersey
$284K -$2.48K -9 -0.9%
SNBOSCI
3465
Security National Bank of Sioux City Iowa
Iowa
$284K -$142K -515 -34%
SWK
3466
Stephen W. Kidder
$284K -$11.3K -41 -4%
CFIM
3467
Client First Investment Management
Wisconsin
$283K
FWM
3468
FMFE Wealth Management
New York
$283K
CMBA
3469
C.M. Bidwell & Associates
Hawaii
$282K -$1.38K -5 -0.5%
TCMP
3470
Thrive Capital Management (Pennsylvania)
Pennsylvania
$281K -$188K -680 -40%
RFP
3471
Root Financial Partners
California
$281K +$278K +1,008 New
FWM
3472
Forza Wealth Management
Florida
$281K
LF
3473
LifeSteps Financial
California
$280K -$22.1K -80 -7%
FWM
3474
Focused Wealth Management
New York
$279K +$40.3K +146 +17%
Dodge & Cox
3475
Dodge & Cox
California
$279K -$55.2K -200 -17%