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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
2776
Beaird Harris Wealth Management
Texas
$186K -$68K -1,633 -29%
QL
2777
Quarry LP
New York
$185K -$291K -6,984 -63%
CPG
2778
Cornerstone Planning Group
New Jersey
$185K +$83.9K +2,016 +87%
TIM
2779
Tortoise Investment Management
New York
$183K +$874 +21 +0.5%
CM
2780
Capula Management
Cayman Islands
$182K -$369K -8,870 -69%
KLWA
2781
Kelly Lawrence W & Associates
California
$182K – – –
FP
2782
Financial Perspectives
Minnesota
$180K +$375 +9 +0.2%
AT
2783
Avalon Trust
New Mexico
$180K +$103K +2,464 +164%
SSG
2784
Summit Securities Group
New York
$177K -$112K -2,700 -41%
NI
2785
NCP Inc
California
$174K -$5.08K -122 -3%
WBC
2786
West Branch Capital
Massachusetts
$170K – – –
SRCM
2787
Signature Resources Capital Management
California
$167K +$17.7K +425 +13%
JFA
2788
JNBA Financial Advisors
Minnesota
$165K – – –
OAJ
2789
Ogorek Anthony Joseph
New York
$159K +$106K +2,558 +269%
BFPW
2790
BOK Financial Private Wealth
Colorado
$158K -$25.7K -618 -15%
IWM
2791
IMG Wealth Management
Florida
$157K – – –
SNB
2792
Security National Bank
Nebraska
$155K – – –
TFM
2793
TFC Financial Management
Massachusetts
$154K – – –
CWC
2794
Carolinas Wealth Consulting
North Carolina
$154K -$11.9K -286 -8%
FWM
2795
FSA Wealth Management
Massachusetts
$154K +$791 +19 +0.6%
PSFG
2796
Park Square Financial Group
Georgia
$150K -$62.4K -1,499 -31%
CDDEC
2797
Caisse Des Depots Et Consignations
France
$149K – – –
CAL
2798
Capital Advisors Ltd
Ohio
$149K +$15.7K +376 +13%
FW
2799
Fairway Wealth
Ohio
$147K -$41.6K -1,000 -24%
SIS
2800
Strategic Investment Solutions
Illinois
$146K +$3.71K +89 +3%