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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1701
WealthPLAN Partners
Nebraska
$376K -$437K -2,127 -55%
SIC
1702
SJS Investment Consulting
Ohio
$376K +$4.11K +20 +1%
SFG
1703
SNS Financial Group
Minnesota
$376K +$62.7K +305 +21%
EIM
1704
Ervin Investment Management
Washington
$376K – – –
MHR
1705
Matthew Hamilton Rosenberg
$376K – – –
BCMLT
1706
Beacon Capital Management LLC (Tennessee)
Tennessee
$375K -$72.6K -353 -17%
BBWP
1707
Beacon Bridge Wealth Partners
Pennsylvania
$375K +$2.88K +14 +0.8%
NCM
1708
Northside Capital Management
Oregon
$375K – – –
GWMIA
1709
Global Wealth Management Investment Advisory
Florida
$375K +$3.08K +15 +0.9%
SPAS
1710
Spectrum Planning & Advisory Services
California
$374K +$3.29K +16 +0.9%
CSB
1711
City State Bank
Iowa
$373K -$20.6K -100 -6%
CWM
1712
Collaborative Wealth Management
Florida
$373K +$353K +1,717 New
7WCP
1713
71 West Capital Partners
Massachusetts
$372K +$352K +1,712 New
JC
1714
JM2 Capital
Oklahoma
$372K +$352K +1,712 New
ACM
1715
Arcataur Capital Management
Wisconsin
$370K +$2.47K +12 +0.7%
TP
1716
Thayer Partners
Pennsylvania
$369K +$350K +1,701 New
QCIG
1717
Quad-Cities Investment Group
Iowa
$367K +$10.3K +50 +3%
AWC
1718
Abundance Wealth Counselors
Pennsylvania
$367K +$154K +751 +80%
AGAM
1719
Audent Global Asset Management
California
$366K -$20.4K -99 -6%
GD
1720
Grandfield & Dodd
New York
$366K -$206 -1 -0.1%
CPSC
1721
Carl P. Sherr & Co
Massachusetts
$366K -$155K -752 -32%
DWM
1722
Drive Wealth Management
Utah
$366K +$14.4K +70 +4%
KCIC
1723
Kuhn & Co Investment Counsel
Illinois
$366K +$6.99K +34 +2%
CAS
1724
Coppell Advisory Solutions
Texas
$365K +$23K +112 +7%
PP
1725
Patron Partners
Texas
$365K -$158K -770 -31%
67 68
69
70 71