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Name Holding Trade Value Shares
Change 		Change in
Stake
HSWM
1601
Hubbell Strickland Wealth Management
Louisiana
$212K +$222K +2,492 New
EV
1602
EJMK Ventures
Illinois
$211K -$116K -1,306 -34%
CL
1603
CVFG LLC
Indiana
$211K +$221K +2,475 New
MCCA
1604
Mill Creek Capital Advisors
Pennsylvania
$211K +$220K +2,471 New
IWA
1605
Invera Wealth Advisors
Oregon
$211K +$220K +2,470 New
GAM
1606
Groupama Asset Management
France
$210K -$2.1M -23,585 -91%
AA
1607
Advisory Advocates
Michigan
$209K +$219K +2,453 New
SL
1608
Summitry LLC
California
$208K +$218K +2,446 New
SSA
1609
Sierra Summit Advisors
Nevada
$208K +$218K +2,445 New
IWP
1610
Insight Wealth Partners
Texas
$208K -$36.9K -414 -15%
CT
1611
Clearstead Trust
Maine
$208K -$12.7K -142 -6%
WTB
1612
Washington Trust Bank
Washington
$207K +$217K +2,431 New
SFO
1613
Stokes Family Office
Louisiana
$207K -$69.5K -780 -24%
VPWA
1614
Vestia Personal Wealth Advisors
Indiana
$206K +$2.23K +25 +1%
BWA
1615
Basecamp Wealth Advisors
Washington
$206K -$38.1K -427 -15%
RIS
1616
Retirement Income Solutions
Michigan
$206K +$215K +2,415 New
WW
1617
Waterfront Wealth
Kansas
$206K -$8.91K -100 -4%
WHG
1618
Westwood Holdings Group
Texas
$205K -$117K -1,312 -35%
SG
1619
Sankala Group
Colorado
$205K – – –
ETS
1620
ESL Trust Services
New York
$205K – – –
FAB
1621
First American Bank
Illinois
$205K +$214K +2,400 New
OL
1622
one8zero8 LLC
North Carolina
$205K +$214K +2,400 New
EFA
1623
Evernest Financial Advisors
Indiana
$204K +$26.7K +300 +14%
MNBTD
1624
Moody National Bank Trust Division
Texas
$204K +$214K +2,397 New
GB
1625
Goepper Burkhardt
South Carolina
$204K -$89.1K -1,000 -29%
63 64
65
66 67