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Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1676
TritonPoint Wealth
Maryland
$446K -$50K -694 -12%
NWM
1677
Northwest Wealth Management
Iowa
$446K -$48K -666 -12%
5NPW
1678
55 North Private Wealth
Florida
$445K +$64.4K +894 +22%
WAG
1679
Wallace Advisory Group
California
$445K -$86.4K -1,198 -19%
IA
1680
Insight Advisors
Pennsylvania
$443K -$9.23K -128 -2%
GWMR
1681
GC Wealth Management RIA
Massachusetts
$443K +$362K +5,024 New
SP
1682
Saranac Partners
$443K +$362K +5,024 New
LF
1683
Lantz Financial
Illinois
$443K -$38.6K -536 -10%
WG
1684
Warner Group
Connecticut
$442K +$361K +5,008 New
WAM
1685
Westport Asset Management
Connecticut
$441K – – –
TFIPS
1686
Towarzystwo Funduszy Inwestycyjnych PZU SA
$440K +$41.4K +574 +13%
GBT
1687
Grove Bank & Trust
Florida
$439K +$288 +4 +0.1%
CA
1688
Cache Advisors
California
$438K – – –
NED
1689
Nancy E. Dempze
$436K -$39.4K -546 -10%
AFA
1690
AA Financial Advisors
Ohio
$434K +$117K +1,622 +49%
SAA
1691
Southeast Asset Advisors
Georgia
$434K -$97.3K -1,350 -22%
HIG
1692
Heritage Investment Group
Florida
$432K +$5.48K +76 +2%
RA
1693
Riverstone Advisors
Texas
$430K +$55.2K +766 +19%
1IA
1694
1834 Investment Advisors
Wisconsin
$430K +$352K +4,880 New
BWA
1695
Basecamp Wealth Advisors
Washington
$430K -$28.3K -392 -7%
CIA
1696
Caerus Investment Advisors
Texas
$430K -$23.5K -326 -6%
RFP
1697
Root Financial Partners
California
$429K +$49.2K +682 +16%
TAM
1698
Titleist Asset Management
Texas
$428K -$10.5K -146 -3%
SR
1699
Swiss Re
Switzerland
$426K +$268K +3,722 +334%
WCA
1700
Westover Capital Advisors
Delaware
$426K +$106K +1,476 +44%
66 67
68
69 70