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Name Holding Trade Value Shares
Change 		Change in
Stake
GK
4976
Graney & King
New York
$850K +$12.7K +69 +1%
CWA
4977
Cascade Wealth Advisors
Washington
$850K +$29.5K +161 +4%
FF
4978
Foronjy Financial
California
$850K -$8.99K -49 -1%
FBT
4979
First Bankers Trust
Kentucky
$849K -$31.2K -170 -3%
MA
4980
McGrath & Associates
North Carolina
$847K – – –
RWM
4981
Refined Wealth Management
Utah
$845K -$360K -1,962 -29%
PWMG
4982
Pioneer Wealth Management Group
Texas
$843K +$334K +1,823 +61%
IWP
4983
Integrity Wealth Partners
California
$839K +$883K +4,812 New
LIWM
4984
Long Island Wealth Management
New York
$839K +$33K +180 +4%
VFP
4985
Verus Financial Partners
Virginia
$838K +$274K +1,494 +55%
DFG
4986
Dupree Financial Group
Kentucky
$837K +$365K +1,989 +71%
WP
4987
Walleye Partners
Wisconsin
$835K +$332K +1,811 +61%
TWCA
4988
Two West Capital Advisors
Kansas
$831K +$75.4K +411 +12%
MM
4989
MQS Management
New York
$830K +$81.1K +442 +10%
CSW
4990
Cogent Strategic Wealth
Illinois
$829K +$354K +1,928 +68%
CA
4991
Chatterton & Associates
California
$828K -$116K -634 -12%
FF
4992
Friday Financial
Iowa
$823K – – –
MLRA
4993
Main Line Retirement Advisors
Montana
$819K – – –
TFP
4994
Tilia Fiduciary Partners
North Carolina
$817K +$38.5K +210 +5%
SWP
4995
Significant Wealth Partners
Illinois
$815K +$9.72K +53 +1%
RFG
4996
RFP Financial Group
Georgia
$815K +$6.61K +36 +0.8%
LIM
4997
Loudon Investment Management
New Hampshire
$814K +$27.2K +148 +3%
FWM
4998
FSR Wealth Management
Illinois
$812K -$6.97K -38 -0.8%
OC
4999
Optima Capital
Oregon
$811K +$45.3K +247 +6%
DWM
5000
DKM Wealth Management
California
$811K +$2.75K +15 +0.3%
198 199
200
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