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Name Holding Trade Value Shares
Change 		Change in
Stake
LNB
3501
Ledyard National Bank
$989K -$3.71K -6 -0.4%
GIM
3502
Groesbeck Investment Management
New Jersey
$989K -$37.1K -60 -4%
HP
3503
Holistic Planning
Texas
$988K +$73.5K +119 +10%
TFO
3504
Tarbox Family Office
California
$988K +$4.33K +7 +0.5%
PAM
3505
PCG Asset Management
New Jersey
$988K -$50.7K -82 -6%
DI
3506
DAGCO Inc
Ohio
$987K +$9.89K +16 +1%
LCC
3507
Lincoln Capital Corp
Rhode Island
$982K -$111K -180 -12%
TWM
3508
Tripletail Wealth Management
Florida
$982K +$786K +1,272 New
RFO
3509
RiverGlades Family Offices
Florida
$982K -$6.18K -10 -0.7%
AA
3510
Argent Advisors
Louisiana
$982K +$22.2K +36 +3%
NWM
3511
Northwest Wealth Management
Iowa
$976K -$93.9K -152 -10%
OFA
3512
Oak Family Advisors
Illinois
$976K -$47K -76 -5%
WA
3513
Whipplewood Advisors
Colorado
$976K -$26.6K -43 -3%
NCFG
3514
New Century Financial Group
New Jersey
$976K +$267K +432 +49%
MAG
3515
M3 Advisory Group
Massachusetts
$975K +$57.5K +93 +8%
WC
3516
Wexford Capital
Florida
$974K -$4.68M -7,574 -85%
TCM
3517
Towercrest Capital Management
Pennsylvania
$974K – – –
CW
3518
Code Waechter
Florida
$974K +$123K +199 +18%
BWM
3519
Brickley Wealth Management
California
$974K +$35.8K +58 +5%
PCP
3520
Perbak Capital Partners
United Kingdom
$974K +$815K +1,319 New
ESBC
3521
E.S. Barr & Co
Kentucky
$970K -$15.4K -25 -2%
HNW
3522
High Note Wealth
Minnesota
$970K +$33.4K +54 +4%
BDF
3523
Black Diamond Financial
Maryland
$968K -$104K -169 -11%
HCA
3524
Heck Capital Advisors
Wisconsin
$968K +$291K +471 +56%
NI
3525
NDVR Inc
Massachusetts
$968K -$4.94K -8 -0.6%
139 140
141
142 143