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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
5501
Curio Wealth
Maryland
$502K +$18.8K +75 +4%
IAA
5502
Ironsides Asset Advisors
North Carolina
$502K – – –
LWA
5503
Lifelong Wealth Advisors
Minnesota
$501K +$103K +410 +24%
SWM
5504
Sterling Wealth Management
Illinois
$500K +$50K +199 +10%
PWA
5505
Peterson Wealth Advisors
Utah
$499K +$2.51K +10 +0.5%
VRM
5506
Vectors Research Management
New York
$499K +$38.9K +155 +8%
SF
5507
Succession Financial
Texas
$499K +$525K +2,093 New
WAS
5508
Westco Advisory Services
New York
$499K – – –
PAWC
5509
P.A.W. Capital
Connecticut
$497K – – –
IFS
5510
Ifrah Financial Services
Arkansas
$496K -$1.76K -7 -0.3%
EP
5511
Essential Planning
New Hampshire
$495K +$16.1K +64 +3%
PCM
5512
Passive Capital Management
Maryland
$494K -$53.5K -213 -9%
FFS
5513
Forge Financial Services
Oklahoma
$494K – – –
KWM
5514
Kanen Wealth Management
Florida
$494K -$14.8K -59 -3%
SWM
5515
Shakespeare Wealth Management
Wisconsin
$493K +$239K +953 +85%
BLWM
5516
Bucket List Wealth Management
Florida
$493K +$55.2K +220 +12%
GWI
5517
Grace & White Inc
New York
$492K – – –
DWA
5518
Dougherty Wealth Advisers
Minnesota
$491K – – –
PC
5519
Purewater Capital
Texas
$490K -$1.43M -5,689 -73%
IFPL
5520
Investments & Financial Planning LLC
Kentucky
$489K -$5.02K -20 -1%
EWM
5521
Endowment Wealth Management
Wisconsin
$489K -$10.3K -41 -2%
AL
5522
ADE LLC
Maryland
$486K – – –
EAM
5523
Eschler Asset Management
United Kingdom
$486K – – –
WA
5524
WESPAC Advisors
California
$485K -$84.1K -335 -14%
EFG
5525
Ehrlich Financial Group
California
$484K -$18.6K -74 -4%
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