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Name Holding Trade Value Shares
Change 		Change in
Stake
V
2851
VeraBank
Texas
$229K +$195K +1,868 New
RWI
2852
Red Wave Investments
Pennsylvania
$228K +$195K +1,863 New
SWM
2853
SilverOak Wealth Management
Minnesota
$227K +$194K +1,856 New
EAM
2854
Empirical Asset Management
Massachusetts
$226K +$193K +1,847 New
KWAG
2855
Kiely Wealth Advisory Group
North Carolina
$226K +$5.22K +50 +3%
OW
2856
Olistico Wealth
Oklahoma
$225K +$192K +1,842 New
DA
2857
Drake & Associates
Wisconsin
$225K +$192K +1,840 New
HIG
2858
Heritage Investment Group
Florida
$225K +$192K +1,838 New
DWM
2859
Darwin Wealth Management
Florida
$224K +$191K +1,828 New
WWM
2860
Waterway Wealth Management
Texas
$223K +$191K +1,825 New
KA
2861
Kozak & Associates
Colorado
$223K -$24.4K -234 -10%
SAM
2862
Seelaus Asset Management
New Jersey
$223K +$190K +1,822 New
SC
2863
Stephens Consulting
Michigan
$223K -$418 -4 -0.2%
RDWM
2864
Red Door Wealth Management
Tennessee
$222K -$3.9M -37,369 -95%
TWM
2865
Tradition Wealth Management
Minnesota
$222K -$3.13K -30 -2%
JWM
2866
Jessup Wealth Management
Ohio
$221K +$189K +1,809 New
MA
2867
MAS Advisors
Florida
$221K +$189K +1,808 New
MTIM
2868
Marathon Trading Investment Management
Pennsylvania
$220K +$158K +1,508 +513%
AWM
2869
Atticus Wealth Management
Florida
$220K – – –
CCA
2870
Criterion Capital Advisors
Tennessee
$220K -$5.12K -49 -3%
CCA
2871
Cravens & Co Advisors
Tennessee
$220K +$187K +1,795 New
NEWAS
2872
N.E.W. Advisory Services
Wisconsin
$219K +$187K +1,793 New
IWP
2873
Innova Wealth Partners
Pennsylvania
$219K +$187K +1,791 New
AWM
2874
Activest Wealth Management
Florida
$219K +$63.6K +609 +52%
BWM
2875
Buckley Wealth Management
Nevada
$219K +$187K +1,790 New
113 114
115
116 117