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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
4851
Emergent Wealth Advisors
New York
$1.5M +$312K +746 +23%
NVIM
4852
New Vernon Investment Management
Illinois
$1.5M – – –
EAM
4853
Everstar Asset Management
North Carolina
$1.49M +$86.6K +207 +5%
WIA
4854
Wetzel Investment Advisors
Indiana
$1.49M -$187K -447 -10%
WAG
4855
Wheelhouse Advisory Group
Missouri
$1.49M -$29.7K -71 -2%
CP
4856
Castleview Partners
Texas
$1.49M -$205K -491 -11%
IP
4857
Integras Partners
Georgia
$1.49M -$18.4K -44 -1%
OWG
4858
Oxford Wealth Group
Florida
$1.48M -$265K -634 -14%
FWSM
4859
First Wilshire Securities Management
California
$1.48M – – –
CFO
4860
Custos Family Office
Texas
$1.48M +$695K +1,660 +71%
CFIM
4861
Client First Investment Management
Wisconsin
$1.48M – – –
DQRIM
4862
Dale Q Rice Investment Management
Washington
$1.48M -$1.67K -4 -0.1%
CA
4863
Chatterton & Associates
California
$1.48M +$241K +576 +17%
LWA
4864
Lifelong Wealth Advisors
Minnesota
$1.48M +$274K +656 +20%
ICMM
4865
Integrated Capital Management (Michigan)
Michigan
$1.48M +$125K +299 +8%
DF
4866
Define Financial
California
$1.48M +$36.4K +87 +2%
KIM
4867
Kurv Investment Management
California
$1.47M +$318K +759 +23%
VWWMG
4868
Vermillion & White Wealth Management Group
Pennsylvania
$1.47M +$67.8K +162 +4%
MAM
4869
Marotta Asset Management
Virginia
$1.47M -$5.02K -12 -0.3%
CCM
4870
Colorado Capital Management
Colorado
$1.47M +$561K +1,341 +51%
CF
4871
Calder Financial
Pennsylvania
$1.47M +$3.35K +8 +0.2%
IIM
4872
Ironwood Investment Management
Massachusetts
$1.47M -$60.7K -145 -4%
TFA
4873
Trinity Financial Advisors
Ohio
$1.47M +$11.3K +27 +0.7%
CRFG
4874
Columbia River Financial Group
Washington
$1.47M -$21.8K -52 -1%
AFG
4875
Artesa Financial Group
Texas
$1.47M +$80.8K +193 +5%
193 194
195
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