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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
5476
Endowment Wealth Management
Wisconsin
$435K -$200K -910 -30%
ADEF
5477
ABS Direct Equity Fund
Connecticut
$435K +$352K +1,600 New
IFS
5478
Ifrah Financial Services
Arkansas
$435K -$268K -1,217 -37%
TPW
5479
TL Private Wealth
Texas
$435K -$22K -100 -5%
FIA
5480
FPC Investment Advisory
California
$435K -$15.6K -71 -4%
CI
5481
Ceera Investments
Texas
$435K +$202K +917 +78%
DWM
5482
DeLarme Wealth Management
California
$434K +$20.7K +94 +5%
DFS
5483
Demming Financial Services
Ohio
$434K +$113K +512 +33%
PAWC
5484
P.A.W. Capital
Connecticut
$434K +$459K +2,085 New
PWA
5485
Peterson Wealth Advisors
Utah
$434K -$40.3K -183 -8%
EP
5486
E6 Portfolios
Utah
$434K +$17K +77 +4%
FIT
5487
Financially in Tune
Massachusetts
$432K -$25.3K -115 -5%
IFPL
5488
Investments & Financial Planning LLC
Kentucky
$432K +$47.1K +214 +12%
NWM
5489
Navigate Wealth Management
Alabama
$432K +$380K +1,727 New
FFS
5490
Forge Financial Services
Oklahoma
$432K -$661 -3 -0.1%
IWP
5491
Integrity Wealth Partners
California
$432K +$456K +2,072 New
GWI
5492
Grace & White Inc
New York
$430K – – –
BDL
5493
Bey-Douglas LLC
Georgia
$430K +$79.7K +362 +21%
DWA
5494
Dougherty Wealth Advisers
Minnesota
$429K -$32.6K -148 -7%
NIA
5495
NBZ Investment Advisors
Tennessee
$428K +$132K +600 +41%
AIS
5496
Altium Investment Strategies
Florida
$427K +$394K +1,791 New
BF
5497
Bonfire Financial
Colorado
$426K +$22.9K +104 +5%
AFP
5498
ATLas Financial Planning
Georgia
$425K +$46.5K +211 +12%
EAM
5499
Eschler Asset Management
United Kingdom
$425K -$29.3K -133 -6%
AL
5500
ADE LLC
Maryland
$425K – – –
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