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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
2826
GDS Wealth Management
Texas
$287K +$241K +769 New
CHWM
2827
Cauble & Harre Wealth Management
Missouri
$287K – – –
AWM
2828
Accel Wealth Management
Iowa
$287K -$62.9K -201 -21%
DIM
2829
Delta Investment Management
California
$287K -$1.25K -4 -0.5%
TYCC
2830
Texas Yale Capital Corp
Florida
$286K +$240K +766 New
BMWM
2831
Brown Miller Wealth Management
Virginia
$286K -$10K -32 -4%
TSS
2832
Taylor Securities Services
Pennsylvania
$286K +$4.7K +15 +2%
GI
2833
Gradient Investments
Minnesota
$286K +$10K +32 +4%
TWA
2834
Talisman Wealth Advisors
New Jersey
$286K +$5.32K +17 +2%
SPAS
2835
Spectrum Planning & Advisory Services
California
$285K +$313 +1 +0.1%
CWP
2836
Concord Wealth Partners
Virginia
$285K – – –
GB
2837
Goepper Burkhardt
South Carolina
$285K – – –
CL
2838
CLG LLC
California
$284K – – –
SMA
2839
Seven Mile Advisory
New Jersey
$284K -$73.6K -235 -24%
SG
2840
Sankala Group
Colorado
$284K – – –
KCM
2841
KRS Capital Management
Michigan
$284K +$238K +759 New
MPPHD
2842
Maloon Powers Pitre Higgins & Dennehy
California
$284K +$238K +759 New
SFS
2843
Symphony Financial Services
Ohio
$283K +$237K +758 New
AGC
2844
August Group Capital
$283K -$38.2K -122 -14%
GPFA
2845
Game Plan Financial Advisors
Ohio
$283K +$37.6K +120 +19%
VIPI
2846
Vista Investment Partners II
Indiana
$283K – – –
CC
2847
Corsicana & Co
Texas
$283K +$21.9K +70 +10%
SMA
2848
Sage Mountain Advisors
Georgia
$283K +$237K +756 New
CWM
2849
Core Wealth Management
Florida
$282K +$313 +1 +0.1%
GRA
2850
Golden Road Advisors
Florida
$282K +$12.5K +40 +6%
112 113
114
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