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SOBO

South Bow Corp
SOBO

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
276
GAMMA Investing
California
$689 – – –
FFO
277
Fortitude Family Office
Arizona
$638 +$626 +25 New
PA
278
PSI Advisors
Florida
$587 -$2.68K -107 -82%
LFG
279
Larson Financial Group
Missouri
$536 – – –
RDFA
280
Ritter Daniher Financial Advisory
Ohio
$511 +$500 +20 New
AIM
281
Anchor Investment Management
South Carolina
$510 – – –
KLWA
282
Kelly Lawrence W & Associates
California
$510 – – –
SIC
283
Salem Investment Counselors
North Carolina
$495 – – –
YP
284
YANKCOM Partnership
South Dakota
$459 -$60.1K -2,402 -99%
CFO
285
CVA Family Office
Colorado
$434 +$425 +17 New
ADL
286
Asset Dedication LLC
California
$307 – – –
MSG
287
Main Street Group
Virginia
$256 – – –
IHWM
288
Iron Horse Wealth Management
Iowa
$230 – – –
RWM
289
Raffa Wealth Management
District of Columbia
$230 – – –
TWD
290
True Wealth Design
Ohio
$205 – – –
SO
291
Sierra Ocean
California
$179 -$75 -3 -30%
BCMLT
292
Beacon Capital Management LLC (Tennessee)
Tennessee
$179 +$175 +7 New
DCBT
293
Dakota Community Bank & Trust
North Dakota
$179 +$175 +7 New
OP
294
ORG Partners
Indiana
$178 – – –
KFI
295
Key Financial Inc
Pennsylvania
$102 – – –
PWAM
296
Private Wealth Asset Management
Iowa
$77 +$75 +3 New
BIA
297
Bell Investment Advisors
California
$52 -$250 -10 -83%
DB
298
Danske Bank
Denmark
$26 – – –
NIG
299
NFJ Investment Group
Texas
$10 -$175 -7 Closed
MIM
300
Merewether Investment Management
Texas
– -$46M -1,952,495 Closed
10 11
12
13 14