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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1951
Modern Wealth Management
Kansas
$1.4M +$87.4K +158 +7%
BCM
1952
Boltwood Capital Management
California
$1.4M +$157K +284 +13%
VC
1953
Veracity Capital
Georgia
$1.4M -$5.53K -10 -0.4%
ACMA
1954
Arbor Capital Management (Alaska)
Alaska
$1.4M -$109K -198 -8%
LIM
1955
Letson Investment Management
Georgia
$1.39M – – –
CH
1956
Cromwell Holdings
Wyoming
$1.39M – – –
DA
1957
Doliver Advisors
Texas
$1.39M -$38.7K -70 -3%
BCM
1958
Boreal Capital Management
Florida
$1.39M +$1.37M +2,478 New
WW
1959
Waterfront Wealth
Kansas
$1.39M +$158K +286 +13%
DW30
1960
Drucker Wealth 3.0
New Jersey
$1.39M -$385K -696 -22%
LAI
1961
Legal Advantage Investments
California
$1.39M – – –
GWA
1962
Gratus Wealth Advisors
Virginia
$1.39M -$7.74K -14 -0.6%
BWP
1963
BSW Wealth Partners
Colorado
$1.38M +$111K +200 +9%
OBWG
1964
Onyx Bridge Wealth Group
New York
$1.38M -$264K -478 -16%
RSA
1965
River Street Advisors
Illinois
$1.38M +$68.6K +124 +5%
MAWCM
1966
Mine & Arao Wealth Creation & Management
California
$1.38M -$9.4K -17 -0.7%
SQA
1967
Simon Quick Advisors
New Jersey
$1.38M -$3.01M -5,443 -69%
SOAMC
1968
Spirit of America Management Corp
New York
$1.38M – – –
SI
1969
Seeds Investor
New York
$1.37M -$70.8K -128 -5%
OLVIG
1970
Oliver Lagore Vanvalin Investment Group
Michigan
$1.37M +$1.39M +2,505 New
VCM
1971
Versant Capital Management
Arizona
$1.37M +$84.1K +152 +7%
MCC
1972
Money Concepts Capital
Florida
$1.37M +$345K +624 +34%
OFA
1973
Oak Family Advisors
Illinois
$1.37M -$8.29K -15 -0.6%
MA
1974
MJP Associates
Connecticut
$1.37M +$126K +228 +10%
BPWM
1975
Badgley Phelps Wealth Managers
Washington
$1.37M -$50.3K -91 -4%
77 78
79
80 81