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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1826
GDS Wealth Management
Texas
$246K -$134K -1,150 -36%
EWM
1827
Endowment Wealth Management
Wisconsin
$246K +$10.4K +90 +5%
RFN
1828
RDA Financial Network
Iowa
$246K +$464 +4 +0.2%
JFGIW
1829
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$246K +$3.02K +26 +1%
DCM
1830
Donaldson Capital Management
Indiana
$246K -$59K -508 -20%
CNBTD
1831
Citizens National Bank Trust Department
Mississippi
$246K – – –
CA
1832
Claro Advisors
Massachusetts
$245K +$1.74K +15 +0.7%
TA
1833
TFB Advisors
Kansas
$245K +$3.83K +33 +2%
TI
1834
Truepoint Inc
Ohio
$245K +$237K +2,043 New
SPIA
1835
Strategic Point Investment Advisors
Rhode Island
$244K – – –
SWG
1836
Summit Wealth Group
Vermont
$244K – – –
MC
1837
Maverick Capital
Texas
$241K +$234K +2,015 New
AI
1838
Accredited Investors
Minnesota
$241K +$234K +2,015 New
CFG
1839
Cooper Financial Group
California
$241K +$4.64K +40 +2%
LC
1840
Lavaca Capital
Texas
$241K -$62.8K -541 -21%
GP
1841
Girard Partners
Pennsylvania
$240K -$55K -474 -19%
NF
1842
Norwood Financial
Pennsylvania
$240K – – –
HC
1843
Hourglass Capital
Texas
$240K – – –
C
1844
Covestor
United Kingdom
$239K -$26K -224 -10%
CHAM
1845
Clear Harbor Asset Management
Connecticut
$239K +$4.64K +40 +2%
CFCI
1846
Comprehensive Financial Consultants Institutional
Indiana
$239K +$348 +3 +0.2%
TA
1847
TrueWealth Advisors
Alabama
$238K +$230K +1,984 New
GAM
1848
Gemmer Asset Management
California
$237K +$1.63K +14 +0.7%
FFC
1849
First Financial Corp
Indiana
$236K +$51.7K +445 +29%
RWG
1850
Ratio Wealth Group
Colorado
$236K +$229K +1,973 New
72 73
74
75 76