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Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
2476
WealthBridge Investment Counsel
Alberta, Canada
$230K – – –
RDIA
2477
RE Dickinson Investment Advisors
Iowa
$230K +$11.6K +32 +5%
FDS
2478
Freedom Day Solutions
Texas
$229K – – –
EA
2479
Echo45 Advisors
California
$229K +$228K +629 New
WSWA
2480
Warren Street Wealth Advisors
California
$229K +$228K +629 New
JSAM
2481
J. Safra Asset Management
New York
$227K +$227K +626 New
BDFN
2482
Bond & Devick Financial Network
Minnesota
$227K – – –
PWA
2483
Peterson Wealth Advisors
Utah
$227K +$4.36K +12 +2%
GAMC
2484
Garner Asset Management Corp
Texas
$227K -$5.08K -14 -2%
DA
2485
DSC Advisors
Illinois
$226K -$57K -157 -20%
FBB
2486
Fulton Breakefield Broenniman
Maryland
$226K +$226K +621 New
CICI
2487
Capital Investment Counsel Inc
North Carolina
$223K – – –
UW
2488
Unique Wealth
Florida
$223K +$2.54K +7 +1%
CA
2489
Callahan Advisors
Texas
$223K -$18.2K -50 -8%
NG
2490
Northstar Group
New York
$223K – – –
GF
2491
Goodman Financial
Texas
$223K +$223K +613 New
PWAG
2492
Polaris Wealth Advisory Group
California
$223K +$27.2K +75 +14%
H
2493
HoyleCohen
California
$222K – – –
MG
2494
Meritage Group
California
$222K -$26.9K -74 -11%
RWA
2495
Rooted Wealth Advisors
Illinois
$222K +$4.72K +13 +2%
CBA
2496
Coastal Bridge Advisors
Connecticut
$221K – – –
EPA
2497
Element Pointe Advisors
Florida
$221K – – –
FMP
2498
Financial Management Professionals
Texas
$220K +$134K +370 +157%
FFBTD
2499
First Financial Bank - Trust Division
Ohio
$219K +$219K +603 New
MWP
2500
Meredith Wealth Planning
Illinois
$219K -$12.3K -34 -5%
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100
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