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Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
1776
Inlet Private Wealth
Florida
$249K – – –
RFN
1777
RDA Financial Network
Iowa
$248K -$36K -296 -12%
TRIA
1778
Trail Ridge Investment Advisors
Colorado
$248K – – –
AT
1779
American Trust
Kentucky
$248K +$256K +2,102 New
WPP
1780
Whalerock Point Partners
Rhode Island
$248K +$12.2K +100 +5%
PFA
1781
Pure Financial Advisors
California
$247K +$5.96K +49 +2%
WA
1782
WESPAC Advisors
California
$247K -$28.3K -233 -10%
CAC
1783
Core Alternative Capital
Georgia
$246K -$30.9K -254 -11%
BWM
1784
Baystate Wealth Management
Massachusetts
$246K +$4.13K +34 +2%
LWM
1785
Laidlaw Wealth Management
New York
$244K -$71.5K -588 -22%
WFA
1786
WMG Financial Advisors
Tennessee
$244K +$4.13K +34 +2%
FAM
1787
Formidable Asset Management
Ohio
$244K -$12.2K -100 -5%
FCB
1788
First Command Bank
Texas
$244K -$6.81K -56 -3%
FCFS
1789
First Command Financial Services
Texas
$244K -$6.81K -56 -3%
HKAM
1790
Horizon Kinetics Asset Management
New York
$243K -$24.3K -200 -9%
IRC
1791
Investors Research Corp
Georgia
$243K – – –
CNBTD
1792
Citizens National Bank Trust Department
Mississippi
$242K – – –
HC
1793
Hourglass Capital
Texas
$242K – – –
PTC
1794
Petrus Trust Company
Texas
$241K +$248K +2,043 New
BFP
1795
Briaud Financial Planning
Texas
$241K -$36.3K -299 -13%
SWG
1796
Summit Wealth Group
Vermont
$241K – – –
CBA
1797
Coastal Bridge Advisors
Connecticut
$241K -$64.7K -532 -21%
TWA
1798
TCI Wealth Advisors
Arizona
$240K -$4.38K -36 -2%
NB
1799
Nicolet Bankshares
Wisconsin
$240K +$2.43K +20 +1%
BCG
1800
Breakwater Capital Group
New Jersey
$239K +$246K +2,026 New
70 71
72
73 74