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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
3601
Endowment Wealth Management
Wisconsin
$336K +$317K +798 New
AIA
3602
Alternative Investment Advisors
Florida
$335K +$6.76K +17 +2%
PWS
3603
Precision Wealth Strategies
Missouri
$335K -$23.1K -58 -7%
PIM
3604
Parker Investment Management
California
$335K -$795 -2 -0.3%
VR
3605
Valued Retirements
Texas
$332K – – –
SIA
3606
Sage Investment Advisers
New York
$332K -$7.95K -20 -2%
GA
3607
GFS Advisors
Texas
$332K -$3.89M -9,784 -12%
AWP
3608
Axis Wealth Partners
Rhode Island
$332K -$76.4K -192 -20%
SA
3609
SAM Advisors
California
$331K +$5.97K +15 +2%
RW
3610
Rede Wealth
Virginia
$330K -$1.59K -4 -0.5%
BMCM
3611
Black Maple Capital Management
Wisconsin
$330K – – –
WRM
3612
Weybosset Research & Management
Rhode Island
$330K – – –
EFP
3613
Elser Financial Planning
Indiana
$330K +$18.3K +46 +6%
HAM
3614
Harmony Asset Management
Arizona
$330K -$8.35K -21 -3%
CAP
3615
Columbia Advisory Partners
Washington
$330K +$1.99K +5 +0.6%
SSCA
3616
South Shore Capital Advisors
Massachusetts
$330K +$21.5K +54 +7%
SL
3617
SFM LLC
New Hampshire
$329K -$146K -366 -32%
OCPWS
3618
One Charles Private Wealth Services
Massachusetts
$329K +$2.39K +6 +0.8%
BCM
3619
Boreal Capital Management
Florida
$329K -$398 -1 Closed
WCM
3620
WealthTrak Capital Management
Virginia
$329K +$4.38K +11 +1%
TFA
3621
Tobias Financial Advisors
Florida
$328K +$5.97K +15 +2%
1CP
3622
1015 Capital Partners
Pennsylvania
$328K +$67.6K +170 +28%
MI
3623
Moneywise Inc
Virginia
$328K +$310K +779 New
LI
3624
LVZ Inc
Michigan
$327K +$10.7K +27 +4%
UPS
3625
UHLMANN PRICE SECURITIES
Illinois
$327K -$30.6K -77 -9%
143 144
145
146 147