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Name Holding Trade Value Shares
Change 		Change in
Stake
NWS
2876
Newport Wealth Strategies
California
$282K -$16.8K -91 -6%
NEPPG
2877
New England Professional Planning Group
Rhode Island
$282K +$5.53K +30 +2%
SIC
2878
SFE Investment Counsel
California
$281K -$4.98K -27 -2%
CMO
2879
Covenant Multifamily Offices
Texas
$281K +$46.1K +250 +20%
YMRC
2880
Yorktown Management & Research Company
Virginia
$280K -$330K -1,790 -54%
RWRC
2881
R.W. Roge & Company
New York
$280K -$7.75K -42 -3%
IIM
2882
InTrack Investment Management
Vermont
$280K – – –
GCA
2883
Genesee Capital Advisors
New York
$280K +$280K +1,518 New
IEFM
2884
IQ EQ Fund Management
Ireland
$279K -$373K -2,022 -57%
FAM
2885
Fenimore Asset Management
New York
$279K – – –
CMBA
2886
C.M. Bidwell & Associates
Hawaii
$278K -$98.1K -532 -26%
CFO
2887
CVA Family Office
Colorado
$278K +$244K +1,323 +715%
FFA
2888
Fi3 Financial Advisors
Indiana
$278K +$277K +1,504 New
SIGI
2889
Susquehanna International Group (Ireland)
Ireland
$278K +$278K +1,506 New
APW
2890
Acima Private Wealth
Virginia
$277K -$36.9K -200 -12%
SWM
2891
Shakespeare Wealth Management
Wisconsin
$277K – – –
IWP
2892
Innova Wealth Partners
Pennsylvania
$277K +$1.84K +10 +0.7%
LF
2893
Lee Financial
Texas
$277K +$240K +1,300 +650%
FIA
2894
FNY Investment Advisers
New York
$276K -$1.01M -5,500 -79%
DBRC
2895
D.B. Root & Company
Pennsylvania
$276K -$179K -969 -39%
HAFS
2896
Hapanowicz & Associates Financial Services
Pennsylvania
$276K -$135K -732 -33%
SFP
2897
Sterling Financial Planning
New Jersey
$276K – – –
AIS
2898
AM Investment Strategies
Tennessee
$276K +$18.4K +100 +7%
HWM
2899
Howard Wealth Management
Connecticut
$275K -$65.3K -354 -19%
GWM
2900
Gitterman Wealth Management
New Jersey
$275K +$275K +1,492 New
114 115
116
117 118