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Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
1551
McGlone Suttner Wealth Management
Wisconsin
$981K +$33K +310 +4%
PWMAG
1552
Pinnacle Wealth Management Advisory Group
New Jersey
$978K +$86K +807 +10%
BSC
1553
Brown Shipley & Co
United Kingdom
$977K +$956K +8,965 New
VCM
1554
Vivaldi Capital Management
Illinois
$976K +$41K +385 +4%
RWP
1555
Ridgecrest Wealth Partners
California
$975K
MMPW
1556
Mitchell McLeod Pugh & Williams
Alabama
$971K -$3.3K -31 -0.3%
WMA
1557
West Michigan Advisors
Michigan
$968K +$5.33K +50 +0.6%
SIG
1558
Sargent Investment Group
Maryland
$968K -$39.7K -372 -4%
BOPW
1559
Brandywine Oak Private Wealth
Pennsylvania
$965K -$23.5K -220 -2%
IIC
1560
Integrated Investment Consultants
Michigan
$964K +$4.8K +45 +0.5%
FP
1561
Financial Perspectives
Minnesota
$963K
HCMT
1562
Highland Capital Management (Tennessee)
Tennessee
$962K -$32K -300 -3%
FLI
1563
Family Legacy Inc
South Carolina
$959K -$1.07K -10 -0.1%
CPA
1564
Cardiff Park Advisors
California
$959K +$2.24K +21 +0.2%
VFA
1565
Voya Financial Advisors
Connecticut
$958K -$15.2K -143 -2%
W
1566
Wealthquest
Ohio
$958K +$105K +988 +13%
MCWS
1567
McKinley Carter Wealth Services
West Virginia
$957K -$203K -1,909 -18%
SMA
1568
Sage Mountain Advisors
Georgia
$956K +$33.2K +311 +4%
FWM
1569
Forza Wealth Management
Florida
$955K -$21.3K -200 -2%
VWA
1570
V Wealth Advisors
Kansas
$952K -$43.6K -409 -4%
JGIA
1571
Jackson Grant Investment Advisers
Connecticut
$951K -$17.4K -163 -2%
IAS
1572
Insigneo Advisory Services
Florida
$949K +$419K +3,935 +83%
AAM
1573
AR Asset Management
California
$948K
DE
1574
Day & Ennis
Georgia
$947K +$426 +4 +0%
MPPLM
1575
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$946K +$74.1K +695 +9%