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Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
1851
1858 Wealth Management
Ohio
$284K – – –
GWM
1852
Glass Wealth Management
Texas
$283K +$254K +2,223 New
HP
1853
Holistic Planning
Texas
$282K +$798 +7 +0.3%
SCP
1854
Sivia Capital Partners
California
$282K +$29.5K +259 +13%
GG
1855
GenWealth Group
New Jersey
$281K +$6.27K +55 +3%
PM
1856
Phraction Management
Connecticut
$280K +$251K +2,200 New
WFA
1857
Wellspring Financial Advisors
Ohio
$280K +$251K +2,197 New
DWM
1858
Dopkins Wealth Management
New York
$279K +$250K +2,195 New
PMSA
1859
Patrick M. Sweeney & Associates
Illinois
$279K – – –
LIM
1860
Loudon Investment Management
New Hampshire
$279K – – –
HA
1861
Herold Advisors
New York
$279K +$33.1K +290 +15%
PF
1862
Prosperitas Financial
California
$278K +$1.14K +10 +0.5%
BFP
1863
Briaud Financial Planning
Texas
$278K +$249K +2,183 New
AI
1864
Accredited Investors
Minnesota
$277K +$13.8K +121 +6%
D
1865
Diversified
Delaware
$277K +$36.7K +322 +17%
LCM
1866
LCM Capital Management
Illinois
$277K +$1.03K +9 +0.4%
FIC
1867
FCG Investment Company
Tennessee
$277K -$37.3K -327 -13%
DP
1868
Dearborn Partners
Illinois
$276K -$5.47K -48 -2%
TYCC
1869
Texas Yale Capital Corp
Florida
$276K +$20.2K +177 +9%
DWM
1870
Denver Wealth Management
Colorado
$276K -$64.2K -563 -21%
SLC
1871
Second Line Capital
Louisiana
$275K +$246K +2,158 New
FAM
1872
Formidable Asset Management
Ohio
$274K +$21.6K +189 +10%
VC
1873
Veracity Capital
Georgia
$274K +$7.07K +62 +3%
WCM
1874
Wedge Capital Management
North Carolina
$274K -$7.76K -68 -3%
MMG
1875
Monetary Management Group
Missouri
$274K -$39.9K -350 -14%
73 74
75
76 77