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Name Holding Trade Value Shares
Change 		Change in
Stake
GAA
1676
Global Assets Advisory
Florida
$243K +$193K +1,931 New
WF
1677
Wayfinding Financial
Washington
$243K +$234K +2,343 New
HC
1678
Hamilton Capital
Ohio
$242K -$6.08K -61 -3%
CFA
1679
Compass Financial Advisors
Indiana
$242K +$100 +1 +0%
TFA
1680
Teamwork Financial Advisors
Texas
$240K -$21.4K -215 -8%
NWM
1681
Northwest Wealth Management
Iowa
$240K +$2.29K +23 +1%
CAC
1682
Core Alternative Capital
Georgia
$240K +$54.9K +550 +31%
AUB
1683
Atlantic Union Bankshares
Virginia
$239K +$233K +2,335 New
WA
1684
WESPAC Advisors
California
$238K -$223K -2,237 -49%
BIM
1685
Bridges Investment Management
Nebraska
$238K – – –
PL
1686
Parthenon LLC
Kentucky
$238K – – –
BFM
1687
Boston Financial Management
Massachusetts
$236K -$49.9K -500 -18%
GC
1688
Gratus Capital
Georgia
$236K -$41.9K -420 -15%
ICP
1689
Interchange Capital Partners
Pennsylvania
$235K -$28K -281 -11%
JFGIW
1690
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$235K -$7.08K -71 -4%
CPA
1691
Court Place Advisors
Maryland
$234K – – –
GAM
1692
Grandview Asset Management
Pennsylvania
$234K +$898 +9 +0.4%
NG
1693
NatWest Group
United Kingdom
$233K -$116K -1,165 -34%
SAF
1694
Smith Anglin Financial
Texas
$233K -$18.1K -181 -7%
BWM
1695
BigSur Wealth Management
Florida
$232K – – –
HKAM
1696
Horizon Kinetics Asset Management
New York
$232K +$997 +10 +0.4%
MA
1697
MJP Associates
Connecticut
$231K -$2.19K -22 -1%
AWC
1698
Adamsbrown Wealth Consultants
Kansas
$231K -$1.1K -11 -0.5%
LAS
1699
LWM Advisory Services
Florida
$231K +$208K +2,085 New
TFCP
1700
Twin Focus Capital Partners
Massachusetts
$231K +$225K +2,255 New
66 67
68
69 70