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Name Holding Trade Value Shares
Change 		Change in
Stake
CNFG
2451
Creegan & Nassoura Financial Group
New Hampshire
$593K – – –
IWA
2452
Inspirion Wealth Advisors
Illinois
$592K – – –
WAOI
2453
Wealth Advisors of Iowa
Iowa
$591K +$17.1K +75 +3%
MIM
2454
Merrion Investment Management
New Jersey
$589K – – –
SKK
2455
Shepherd Kaplan Krochuk
Massachusetts
$586K – – –
KA
2456
KLCM Advisors
Wisconsin
$586K +$172K +751 +43%
LFGH
2457
Lee Financial Group Hawaii
Hawaii
$585K +$229 +1 +0%
BRG
2458
Bay Rivers Group
Virginia
$585K +$13.3K +58 +2%
RAM
2459
Rempart Asset Management
Canada
$583K – – –
NP
2460
Ninepoint Partners
Ontario, Canada
$582K -$436K -1,907 -43%
CCA
2461
Cadent Capital Advisors
Oklahoma
$579K +$29.9K +131 +6%
MA
2462
MONECO Advisors
Connecticut
$578K +$457 +2 +0.1%
RIM
2463
Rockbridge Investment Management
New York
$575K +$11.4K +50 +2%
JWM
2464
JGP Wealth Management
Oregon
$574K -$25.4K -111 -4%
SCA
2465
STALEY CAPITAL ADVISERS
Pennsylvania
$573K – – –
EWA
2466
ERTS Wealth Advisors
Michigan
$572K -$13K -57 -2%
LF
2467
Lantz Financial
Illinois
$572K -$9.6K -42 -2%
AIFAIM
2468
American Institute for Advanced Investment Management
Arizona
$572K +$18.3K +80 +3%
MAM
2469
McCarthy Asset Management
California
$571K -$52.4K -229 -9%
TA
2470
Trellis Advisors
Washington
$569K -$8.46K -37 -1%
HPC
2471
Hobart Private Capital
North Carolina
$569K -$7.09K -31 -1%
TWM
2472
TMD Wealth Management
Arizona
$568K – – –
GSC
2473
G&S Capital
Colorado
$568K +$9.83K +43 +2%
GP
2474
Geneva Partners
Wisconsin
$567K -$2.29K -10 -0.4%
TI
2475
Truepoint Inc
Ohio
$567K +$8.92K +39 +2%
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99
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