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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
4026
Vermillion Wealth Management
Minnesota
$284K -$37.6K -117 -12%
HPA
4027
High Probability Advisors
New York
$284K -$10.6K -33 -4%
FFM
4028
Fullerton Fund Management
Singapore
$283K -$35.6K -111 -12%
DWS
4029
Dynamic Wealth Strategies
California
$283K -$9.63K -30 -4%
CKAIS
4030
Christensen King & Associates Investment Services
Washington
$283K – – –
BA
4031
Bellwether Advisors
Nebraska
$283K – – –
EA
4032
Eclectic Associates
California
$282K -$25.7K -80 -9%
LAM
4033
Lountzis Asset Management
Pennsylvania
$281K – – –
AIMC
4034
Alley Investment Management Company
Illinois
$281K -$93.4K -291 -26%
EWA
4035
Evolution Wealth Advisors
Florida
$281K -$16.4K -51 -6%
EP
4036
Ehrenkranz Partners
New York
$281K -$47.5K -148 -15%
VNA
4037
Valley National Advisers
Pennsylvania
$281K +$12.8K +40 +5%
EM
4038
ELCO Management
New York
$281K – – –
PWA
4039
Phoenix Wealth Advisors
North Carolina
$280K -$17.7K -55 -6%
VBFP
4040
Valtinson Bruner Financial Planning
Minnesota
$280K -$4.82K -15 -2%
PWS
4041
Proactive Wealth Strategies
Georgia
$280K +$12.2K +38 +5%
ACM
4042
Advance Capital Management
Michigan
$279K +$22.2K +69 +9%
TFA
4043
Trinity Financial Advisors
Ohio
$279K -$15.7K -49 -6%
DW
4044
Durante & Waters
New York
$279K – – –
LGW
4045
Leslie Global Wealth
Illinois
$279K +$17.7K +55 +7%
LFP
4046
Lakeshore Financial Planning
Michigan
$278K – – –
SI
4047
Sava Infond
Slovenia
$278K +$112K +350 +76%
CSF
4048
Capital Squared Financial
Maryland
$278K -$36K -112 -12%
RWM
4049
Redstone Wealth Management
Oklahoma
$278K – – –
KFS
4050
Keynote Financial Services
Connecticut
$277K – – –
160 161
162
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