Name Holding Trade Value Shares
Change
Change in
Stake
GM
1701
GeoWealth Management
Illinois
$377K -$10.3K -50 -3%
VWM
1702
Vermillion Wealth Management
Minnesota
$377K +$186K +905 +109%
WP
1703
WealthPLAN Partners
Nebraska
$376K -$437K -2,127 -55%
SIC
1704
SJS Investment Consulting
Ohio
$376K +$4.11K +20 +1%
SFG
1705
SNS Financial Group
Minnesota
$376K +$62.7K +305 +21%
EIM
1706
Ervin Investment Management
Washington
$376K – – –
MHR
1707
Matthew Hamilton Rosenberg
$376K – – –
BCMLT
1708
Beacon Capital Management LLC (Tennessee)
Tennessee
$375K -$72.6K -353 -17%
BBWP
1709
Beacon Bridge Wealth Partners
Pennsylvania
$375K +$2.88K +14 +0.8%
NCM
1710
Northside Capital Management
Oregon
$375K – – –
GWMIA
1711
Global Wealth Management Investment Advisory
Florida
$375K +$3.08K +15 +0.9%
SPAS
1712
Spectrum Planning & Advisory Services
California
$374K +$3.29K +16 +0.9%
CSB
1713
City State Bank
Iowa
$373K -$20.6K -100 -6%
CWM
1714
Collaborative Wealth Management
Florida
$373K +$353K +1,717 New
7WCP
1715
71 West Capital Partners
Massachusetts
$372K +$352K +1,712 New
JC
1716
JM2 Capital
Oklahoma
$372K +$352K +1,712 New
ACM
1717
Arcataur Capital Management
Wisconsin
$370K +$2.47K +12 +0.7%
TP
1718
Thayer Partners
Pennsylvania
$369K +$350K +1,701 New
QCIG
1719
Quad-Cities Investment Group
Iowa
$367K +$10.3K +50 +3%
AWC
1720
Abundance Wealth Counselors
Pennsylvania
$367K +$154K +751 +80%
AGAM
1721
Audent Global Asset Management
California
$366K -$20.4K -99 -6%
GD
1722
Grandfield & Dodd
New York
$366K -$206 -1 -0.1%
CPSC
1723
Carl P. Sherr & Co
Massachusetts
$366K -$155K -752 -32%
DWM
1724
Drive Wealth Management
Utah
$366K +$14.4K +70 +4%
KCIC
1725
Kuhn & Co Investment Counsel
Illinois
$366K +$6.99K +34 +2%