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Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
5901
Straight Path Wealth Management
Michigan
$383K +$121K +288 +39%
PPF
5902
Pacific Park Financial
California
$382K +$432K +1,032 New
FFW
5903
Fusion Family Wealth
New York
$382K – – –
ADEF
5904
ABS Direct Equity Fund
Connecticut
$381K +$385K +920 New
MCRM
5905
Midway Capital Research & Management
Illinois
$380K +$150K +359 +54%
TP
5906
Trailhead Planners
Minnesota
$379K -$38.9K -93 -8%
AP
5907
Aspect Partners
Virginia
$379K +$5.02K +12 +1%
IWM
5908
IMG Wealth Management
Florida
$377K -$290K -694 -41%
SCA
5909
Sippican Capital Advisors
Massachusetts
$377K +$64.9K +155 +18%
LW
5910
Lauer Wealth
Indiana
$375K +$88.7K +212 +27%
PS
5911
Pinney & Scofield
Massachusetts
$374K – – –
PWG
5912
Private Wealth Group
Florida
$374K – – –
ACM
5913
Andina Capital Management
Utah
$374K -$458K -1,094 -52%
HCM
5914
Hudson Capital Management
New Jersey
$373K +$87.9K +210 +26%
BWA
5915
Bestgate Wealth Advisors
Maryland
$371K -$66.5K -159 -14%
EAMH
5916
Eurizon Asset Management Hungary
$370K -$209K -500 -33%
IAMH
5917
IvyRock Asset Management (HK)
Hong Kong
$370K – – –
VF
5918
Vista Finance
Missouri
$369K -$8.79K -21 -2%
DAM
5919
Directional Asset Management
Illinois
$369K +$7.11K +17 +2%
UA
5920
URS Advisory
Florida
$367K +$53.1K +127 +15%
RWA
5921
Reicon Wealth Advisors
Georgia
$367K +$230K +549 +124%
PVI
5922
Pura Vida Investments
New York
$366K -$87.9K -210 -18%
AFS
5923
Axiom Financial Strategies
Indiana
$366K – – –
RIA
5924
Retirement Investment Advisors
Oklahoma
$366K – – –
RPA
5925
Redwood Park Advisors
California
$364K +$10.5K +25 +3%
235 236
237
238 239