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