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Name Holding Trade Value Shares
Change 		Change in
Stake
VW
1576
Veridan Wealth
Oregon
$242K +$172K +1,175 New
NIWA
1577
New Insight Wealth Advisors
California
$242K +$8.07K +55 +4%
BFA
1578
Benedict Financial Advisors
Georgia
$240K – – –
JWBC
1579
John W. Brooker & Co
California
$239K – – –
MAWA
1580
Moss Adams Wealth Advisors
Washington
$239K +$24.9K +170 +13%
HCM
1581
Hengehold Capital Management
Ohio
$238K -$4.4K -30 -2%
SSWM
1582
Smith Salley Wealth Management
North Carolina
$237K -$69.7K -475 -24%
LWA
1583
Lantern Wealth Advisors
New York
$236K – – –
PAM
1584
Palisade Asset Management
Minnesota
$236K – – –
EWA
1585
Encompass Wealth Advisors
Oregon
$236K +$220K +1,500 New
PAM
1586
Paradigm Asset Management
New York
$236K +$220K +1,500 New
NC
1587
nVerses Capital
Florida
$236K +$220K +1,500 New
JCM
1588
Jacobsen Capital Management
Utah
$234K +$219K +1,490 New
ES
1589
Eagle Strategies
New York
$233K +$217K +1,480 New
FC
1590
Forte Capital
New York
$233K +$217K +1,480 New
DI
1591
Diligent Investors
California
$232K +$216K +1,475 New
SSWM
1592
Strait & Sound Wealth Management
California
$232K +$216K +1,475 New
SIG
1593
Spinnaker Investment Group
California
$232K +$5.87K +40 +3%
KAM
1594
Knightsbridge Asset Management
California
$230K +$734 +5 +0.3%
PGWM
1595
Parisi Gray Wealth Management
New Jersey
$230K +$215K +1,465 New
CB
1596
Cadence Bank
Mississippi
$230K +$214K +1,460 New
SAM
1597
SP Asset Management
California
$229K +$214K +1,455 New
GWM
1598
Gitterman Wealth Management
New Jersey
$227K +$212K +1,445 New
RSA
1599
River Street Advisors
Illinois
$223K +$208K +1,415 New
CA
1600
Crewe Advisors
Utah
$221K +$52.1K +355 +34%
62 63
64
65 66