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Texas Pacific Land
TPL

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
601
Insight Wealth Partners
Texas
$261K – – –
IF
602
IRON Financial
Illinois
$260K +$262K +588 New
FFBTD
603
First Financial Bank - Trust Division
Ohio
$260K – – –
WAM
604
WealthTrust Asset Management
Florida
$258K – – –
BFG
605
Bouchey Financial Group
New York
$257K +$1.34K +3 +0.5%
IWM
606
IHT Wealth Management
Illinois
$256K +$258K +579 New
IC
607
Iconiq Capital
California
$254K +$257K +576 New
FL
608
FreeGulliver LLC
Louisiana
$252K +$254K +570 New
SA
609
SRN Advisors
Pennsylvania
$250K – – –
WB
610
WesBanco Bank
West Virginia
$250K – – –
CI
611
Cigna Investments
Connecticut
$249K – – –
CPW
612
Crestmont Private Wealth
Texas
$248K +$1.34K +3 +0.5%
KCM
613
Kendall Capital Management
Maryland
$245K -$33.4K -75 -12%
KWM
614
Kingsview Wealth Management
Oregon
$245K +$247K +555 New
SW
615
SteelPeak Wealth
California
$241K +$243K +546 New
TTWM
616
TCV Trust & Wealth Management
Virginia
$238K +$241K +540 New
AIP
617
Ameritas Investment Partners
Nebraska
$237K -$14.7K -33 -6%
PA
618
Parallel Advisors
California
$236K +$22.7K +51 +11%
LGF
619
LGT Group Foundation
Liechtenstein
$235K +$237K +531 New
PFM
620
Peak Financial Management
Massachusetts
$235K +$237K +531 New
CWP
621
Capital Wealth Planning
Florida
$233K +$235K +528 New
SPC
622
Sigma Planning Corp
Michigan
$229K -$78.9K -177 -25%
PA
623
Procyon Advisors
Connecticut
$229K +$231K +519 New
FW
624
Fairway Wealth
Ohio
$220K – – –
RFN
625
RDA Financial Network
Iowa
$220K +$222K +498 New
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