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Kroger
KR

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1051
Evercore Wealth Management
New York
$220K -$12.2K -175 -5%
GF
1052
Gries Financial
Ohio
$219K +$15.9K +228 +8%
UAG
1053
United Advisor Group
Ohio
$219K +$15.2K +219 +7%
TPA
1054
Trivium Point Advisory
Connecticut
$219K +$226K +3,253 New
RCM
1055
Requisite Capital Management
Texas
$219K +$226K +3,250 New
LFS
1056
Legacy Financial Strategies
Kansas
$219K – – –
TW
1057
TritonPoint Wealth
Maryland
$218K -$3.97K -57 -2%
EW
1058
Elyxium Wealth
California
$218K +$1.04K +15 +0.5%
TFA
1059
Transamerica Financial Advisors
Florida
$217K +$122K +1,756 +120%
CAM
1060
Claret Asset Management
Quebec, Canada
$217K -$3.13K -45 -1%
ST
1061
Smithfield Trust
Pennsylvania
$217K – – –
BWM
1062
Baron Wealth Management
Michigan
$216K -$55.1K -791 -20%
TWM
1063
TCFG Wealth Management
California
$215K -$12K -173 -5%
EC
1064
EntryPoint Capital
New York
$215K +$222K +3,183 New
PWG
1065
Portside Wealth Group
Utah
$211K +$218K +3,135 New
LFP
1066
Lakeshore Financial Planning
Michigan
$211K +$218K +3,127 New
WFS
1067
Walker Financial Services
Kentucky
$210K +$696 +10 +0.3%
IC
1068
Inscription Capital
Texas
$210K +$216K +3,109 New
PCS
1069
Private Client Services
Kentucky
$209K +$2.58K +37 +1%
AWM
1070
Angeles Wealth Management
California
$208K -$62.4K -896 -22%
LWM
1071
Liberty Wealth Management
California
$207K +$766 +11 +0.4%
JWM
1072
JGP Wealth Management
Oregon
$207K -$17.4K -250 -7%
SB
1073
Simmons Bank
Arkansas
$206K -$6.96K -100 -3%
BPWM
1074
BCS Private Wealth Management
New Jersey
$205K +$212K +3,045 New
IWM
1075
Iams Wealth Management
Nebraska
$203K +$210K +3,017 New
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43
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