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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
751
Wolverine Asset Management
Illinois
$341K +$339K +1,181 New
MMG
752
Monetary Management Group
Missouri
$339K – – –
PPWP
753
Premier Path Wealth Partners
New Jersey
$335K -$29.9K -104 -8%
MWM
754
Modern Wealth Management
Kansas
$334K -$64.3K -224 -16%
RL
755
Ruffer LLP
United Kingdom
$332K +$330K +1,150 New
1C
756
111 Capital
France
$330K +$29.3K +102 +10%
SLC
757
Second Line Capital
Louisiana
$330K +$2.58K +9 +0.8%
CCA
758
Carrera Capital Advisors
Michigan
$329K +$287 +1 +0.1%
KWA
759
Kingswood Wealth Advisors
California
$326K -$287 -1 -0.1%
1CP
760
17 Capital Partners
Arizona
$324K -$2.87K -10 -0.9%
WPP
761
Whalerock Point Partners
Rhode Island
$319K – – –
RDWM
762
Red Door Wealth Management
Tennessee
$319K -$18.4K -64 -5%
SC
763
SummitTX Capital
Texas
$318K -$2.6M -9,067 -89%
CM
764
Capula Management
Cayman Islands
$317K +$315K +1,096 New
WCG
765
Weaver Consulting Group
California
$316K +$574 +2 +0.2%
PMSA
766
Patrick M. Sweeney & Associates
Illinois
$316K +$7.17K +25 +2%
4A
767
4Wealth Advisors
Illinois
$315K +$23.2K +81 +8%
RWP
768
Ridgecrest Wealth Partners
California
$314K – – –
CPA
769
Capital Performance Advisors
California
$312K +$310K +1,081 New
CF
770
Clarity Financial
Texas
$312K -$7.22M -25,160 -96%
SFG
771
Sovereign Financial Group
Connecticut
$311K -$2.01K -7 -0.6%
CPW
772
Crestmont Private Wealth
Texas
$311K +$32.4K +113 +12%
PAM
773
Panagora Asset Management
Massachusetts
$308K – – –
IA
774
IFG Advisory
Georgia
$306K -$16.1K -56 -5%
WAM
775
Weiss Asset Management
Massachusetts
$306K +$304K +1,060 New
29 30
31
32 33