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Name Holding Trade Value Shares
Change 		Change in
Stake
SPI
3351
Sutton Place Investors
New York
$277K -$434K -2,774 -63%
SHWM
3352
Smith & Howard Wealth Management
Georgia
$277K – – –
EWM
3353
Endowment Wealth Management
Wisconsin
$276K +$259K +1,652 New
FWSM
3354
First Wilshire Securities Management
California
$276K – – –
FFIC
3355
First Fiduciary Investment Counsel
Ohio
$276K -$27.4K -175 -10%
ETS
3356
ESL Trust Services
New York
$275K – – –
PWM
3357
Parkworth Wealth Management
California
$275K -$25.4K -162 -9%
AWP
3358
Axis Wealth Partners
Rhode Island
$275K -$19.7K -126 -7%
IF
3359
Integrity Financial
Wyoming
$275K +$3.91K +25 +2%
AWM
3360
Austin Wealth Management
Texas
$275K -$61.1K -390 -16%
OAS
3361
Optivise Advisory Services
Tennessee
$274K +$25K +160 +11%
AIA
3362
Alternative Investment Advisors
Florida
$274K +$1.41K +9 +0.6%
WWP
3363
Waypoint Wealth Partners
California
$274K +$28.8K +184 +13%
NCM
3364
Northwest Capital Management
Oregon
$272K – – –
WFA
3365
Websterrogers Financial Advisors
South Carolina
$272K +$4.23K +27 +2%
TCMP
3366
Thrive Capital Management (Pennsylvania)
Pennsylvania
$272K +$254K +1,625 New
HCM
3367
Harvey Capital Management
Florida
$272K +$254K +1,625 New
PRI
3368
Prepared Retirement Institute
Pennsylvania
$272K -$65K -415 -20%
CIS
3369
Continental Investors Services
Washington
$271K +$16.6K +106 +7%
CC
3370
Centiva Capital
New York
$271K -$188K -1,201 -43%
GCP
3371
Gill Capital Partners
Colorado
$271K +$11.7K +75 +5%
APA
3372
Astoria Portfolio Advisors
New York
$271K +$310K +1,980 New
PWS
3373
Peterson Wealth Services
Utah
$270K +$626 +4 +0.2%
WLIM
3374
White Lighthouse Investment Management
Massachusetts
$270K +$1.72K +11 +0.7%
DA
3375
Dash Acquisitions
California
$270K -$3.13K -20 -1%
133 134
135
136 137