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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
5101
Endowment Wealth Management
Wisconsin
$250K +$199K +1,584 New
CWM
5102
Compass Wealth Management
Connecticut
$250K +$25.7K +204 +15%
DLHL
5103
Donald L. Hagan LLC
Florida
$250K +$199K +1,581 New
WBCM
5104
Wilson & Boucher Capital Management
California
$250K +$199K +1,581 New
KPWM
5105
KDK Private Wealth Management
Texas
$248K +$197K +1,569 New
WCM
5106
Windsor Capital Management
Arizona
$247K +$197K +1,565 New
TL
5107
Tradewinds LLC
North Carolina
$247K -$18.3M -145,802 -99%
MWA
5108
Merkkuri Wealth Advisors
New York
$247K -$442K -3,516 -69%
BWA
5109
Burt Wealth Advisors
Maryland
$247K +$197K +1,563 New
EW
5110
Evexia Wealth
Wisconsin
$247K +$180K +1,432 New
BAM
5111
BTS Asset Management
Massachusetts
$247K -$63.7K -506 -24%
FPCG
5112
Forum Private Client Group
Indiana
$246K +$196K +1,559 New
AFA
5113
AllGen Financial Advisors
Florida
$245K +$195K +1,550 New
AIM
5114
AHL Investment Management
Florida
$245K +$195K +1,550 New
LA
5115
LWM Advisors
California
$244K +$194K +1,543 New
MPW
5116
Melone Private Wealth
Michigan
$243K +$194K +1,541 New
GWA
5117
Gutierrez Wealth Advisory
Arkansas
$243K -$82.8K -658 -30%
TPWM
5118
Twelve Points Wealth Management
Massachusetts
$242K -$125K -990 -39%
GAM
5119
Gould Asset Management
California
$242K -$66.1K -525 -26%
MWML
5120
M Wealth Management LLC
California
$242K +$193K +1,530 New
TSS
5121
Two Sigma Securities
New York
$241K -$8.09M -64,296 -98%
DMBA
5122
Deseret Mutual Benefit Administrators
Utah
$241K – – –
BP
5123
BWM Planning
Texas
$241K +$192K +1,524 New
AIM
5124
Archer Investment Management
Texas
$240K +$192K +1,522 New
GRR
5125
Golden Reserve Retirement
Ohio
$240K +$204K +1,622 New
203 204
205
206 207