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Name Holding Trade Value Shares
Change 		Change in
Stake
TFG
4226
Taylor Financial Group
Virginia
$303K – – –
VWM
4227
Vermillion Wealth Management
Minnesota
$303K +$303K +517 New
GSC
4228
Ground Swell Capital
South Carolina
$303K +$303K +517 New
NIA
4229
NBZ Investment Advisors
Tennessee
$303K +$303K +517 New
WWP
4230
WR Wealth Planners
Missouri
$301K -$66.3K -113 -18%
TAM
4231
TCP Asset Management
Ohio
$301K +$2.35K +4 +0.8%
HIS
4232
Harvest Investment Services
Illinois
$301K +$11.2K +19 +4%
AWA
4233
Adapt Wealth Advisors
Georgia
$300K +$5.87K +10 +2%
SWIM
4234
Smallwood Wealth Investment Management
New Jersey
$300K +$47.5K +81 +19%
DSA
4235
Droms Strauss Advisors
Missouri
$299K +$17K +29 +6%
GJIA
4236
Glass Jacobson Investment Advisors
Maryland
$299K -$32.9K -56 -10%
TC
4237
Tenret Company
Florida
$299K – – –
GPW
4238
Gray Private Wealth
Massachusetts
$298K -$2.35K -4 -0.8%
NC
4239
NBW Capital
Massachusetts
$297K – – –
WFMPM
4240
Woodley Farra Manion Portfolio Management
Indiana
$297K – – –
TF
4241
Tenon Financial
New Jersey
$295K – – –
ECM
4242
Eisler Capital Management
United Kingdom
$295K +$289K +493 New
AR
4243
Apeiron RIA
Texas
$294K +$295K +502 New
KIC
4244
Keating Investment Counselors
Florida
$294K +$587 +1 +0.2%
WWP
4245
Waypoint Wealth Partners
California
$293K -$247K -420 -46%
PAM
4246
Paradigm Asset Management
New York
$293K – – –
DWM
4247
Dopkins Wealth Management
New York
$293K +$587 +1 +0.2%
DI
4248
Disciplined Investors
Texas
$293K +$283K +482 New
RLIM
4249
Red Lighthouse Investment Management
New York
$293K -$587 -1 -0.2%
GC
4250
Gilbert & Cook
Iowa
$293K +$84.5K +144 +40%
168 169
170
171 172