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Texas Pacific Land
TPL

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
551
Forum Financial Management
Illinois
$286K – – –
WG
552
Watchman Group
Texas
$285K – – –
BAM
553
Brave Asset Management
New Jersey
$282K -$331K -810 -50%
CCM
554
Coldstream Capital Management
Washington
$277K -$56.4K -138 -15%
CSB
555
City State Bank
Iowa
$276K – – –
NG
556
Norden Group
Utah
$273K -$18.4K -45 -5%
DIP
557
DT Investment Partners
Pennsylvania
$271K – – –
SC
558
Schoolcraft Capital
Colorado
$269K – – –
TWM
559
Trueblood Wealth Management
Ohio
$266K – – –
AAM
560
Aureus Asset Management
Massachusetts
$263K – – –
JWBC
561
John W. Bristol & Co
New York
$263K – – –
AFG
562
Atomi Financial Group
New York
$262K -$148K -363 -33%
PP
563
Prudential plc
United Kingdom
$262K +$304K +744 New
MWM
564
Meridian Wealth Management
Kentucky
$261K -$248K -606 -45%
AI
565
Atria Investments
North Carolina
$260K -$25.8K -63 -8%
APP
566
Avantax Planning Partners
Iowa
$260K – – –
HFS
567
Heritage Financial Services
Massachusetts
$260K – – –
LNWWM
568
Laird Norton Wetherby Wealth Management
California
$260K +$302K +738 New
WPC
569
Wedmont Private Capital
Pennsylvania
$258K -$74.8K -183 -20%
SFA
570
Sequoia Financial Advisors
Ohio
$249K +$17.2K +42 +6%
SF
571
Synovus Financial
Georgia
$249K – – –
NWAG
572
Net Worth Advisory Group
Utah
$241K +$8.59K +21 +3%
HIP
573
HUB Investment Partners
Texas
$241K +$35.6K +87 +15%
FFBTD
574
First Financial Bank - Trust Division
Ohio
$239K +$36.8K +90 +15%
CW
575
CreativeOne Wealth
Kansas
$238K -$42.9K -105 -13%
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