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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
926
Caldwell Trust
Florida
$250K +$307K +1,657 New
FMI
927
Frec Markets Inc
California
$250K +$307K +1,657 New
NIP
928
Nicholas Investment Partners
California
$249K -$3.44M -18,601 -92%
WC
929
Waterloo Capital
Texas
$247K -$14.4K -78 -5%
AA
930
Altrafin AG
$247K – – –
PFPG
931
Pinnacle Financial Partners (Georgia)
Georgia
$247K -$9.07K -49 -3%
CCWP
932
Cedar Cove Wealth Partners
Minnesota
$246K +$302K +1,632 New
EWA
933
Exencial Wealth Advisors
Oklahoma
$246K +$65.5K +354 +28%
AU
934
AlphaGrep UK
$245K +$301K +1,627 New
MFS
935
Mirabella Financial Services
United Kingdom
$245K +$300K +1,623 New
CSB
936
City State Bank
Iowa
$244K – – –
PCS
937
Personal CFO Solutions
New Jersey
$242K +$5.55K +30 +2%
FWM
938
Focused Wealth Management
New York
$242K +$296K +1,602 New
SOS
939
Silver Oak Securities
Tennessee
$241K +$7.03K +38 +2%
PWMAG
940
Pinnacle Wealth Management Advisory Group
New Jersey
$241K +$296K +1,599 New
LHWM
941
Lake Hills Wealth Management
Texas
$241K – – –
GIM
942
Generali Investments Management
Slovenia
$240K -$2.26M -12,184 -88%
WPW
943
Watershed Private Wealth
Illinois
$240K – – –
TWP
944
Triad Wealth Partners
Kansas
$238K +$67.9K +367 +30%
BCA
945
Bay Colony Advisors
Massachusetts
$238K +$7.77K +42 +3%
KIA
946
Kraematon Investment Advisors
Massachusetts
$237K – – –
VF
947
Vest Financial
Virginia
$237K +$21.7K +117 +8%
AC
948
Allstate Corporation
Illinois
$236K -$4.24M -22,931 -94%
GWP
949
Gateway Wealth Partners
Wisconsin
$236K +$290K +1,566 New
EFS
950
Essex Financial Services
Connecticut
$236K +$20.4K +110 +8%
36 37
38
39 40