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Name Holding Trade Value Shares
Change
Change in
Stake
SDAM
2051
Shulman DeMeo Asset Management
New York
$241K – – –
MWM
2052
Marietta Wealth Management
Georgia
$241K +$228K +1,109 New
LCM
2053
Leisure Capital Management
California
$240K -$5.76K -28 -2%
ST
2054
Smithfield Trust
Pennsylvania
$240K -$18.9K -92 -8%
AFM
2055
Aspetuck Financial Management
Connecticut
$240K – – –
MC
2056
Matisse Capital
Oregon
$240K -$663K -3,223 -74%
MIM
2057
Marco Investment Management
Georgia
$239K -$4.11K -20 -2%
LWP
2058
LMG Wealth Partners
Louisiana
$239K +$1.03K +5 +0.5%
SPWM
2059
Spartan Planning & Wealth Management
North Carolina
$239K -$70.1K -341 -24%
RMC
2060
Resources Management Corp
Connecticut
$239K – – –
TWM
2061
Tolleson Wealth Management
Texas
$239K -$13.2K -64 -5%
VCM
2062
Violich Capital Management
California
$239K – – –
WT
2063
WHI Trust
Illinois
$239K +$226K +1,100 New
NCM
2064
Novare Capital Management
North Carolina
$238K -$4.11K -20 -2%
SLC
2065
Second Line Capital
Louisiana
$238K – – –
SI
2066
Seeds Investor
New York
$238K +$226K +1,098 New
CCP
2067
Clarkston Capital Partners
Michigan
$238K – – –
MC
2068
Mathes Company
New York
$238K +$225K +1,096 New
GWM
2069
Greenwich Wealth Management
Connecticut
$238K +$226K +1,098 New
PFM
2070
Patton Fund Management
Texas
$238K -$1.9M -9,227 -89%
LA
2071
LVW Advisors
New York
$238K +$225K +1,094 New
MFG
2072
Monte Financial Group
Connecticut
$238K +$2.06K +10 +0.9%
SFWC
2073
Strategic Family Wealth Counselors
New Jersey
$237K +$196K +954 New
CFO
2074
Cambient Family Office
Michigan
$237K +$224K +1,091 New
APW
2075
Austin Private Wealth
Texas
$237K -$9.26K -45 -4%