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Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1751
Ridgecrest Wealth Partners
California
$753K -$30K -300 -4%
PP
1752
Pegasus Partners
Wisconsin
$753K
NG
1753
Northstar Group
New York
$751K -$16.3K -163 -2%
DIM
1754
Delta Investment Management
California
$751K -$86K -861 -11%
HWMA
1755
Heritage Wealth Management (Arizona)
Arizona
$750K +$681K +6,816 New
KP
1756
Keel Point
Alabama
$748K +$69.1K +692 +11%
LCGC
1757
Legacy Capital Group California
California
$747K -$2.8K -28 -0.4%
AMCA
1758
Arthur M. Cohen & Associates
Illinois
$746K +$15.9K +159 +2%
CFA
1759
CWS Financial Advisors
Michigan
$746K -$4.1K -41 -0.6%
ACM
1760
Allred Capital Management
Texas
$745K -$500 -5 -0.1%
LGF
1761
LGT Group Foundation
Liechtenstein
$745K +$4K +40 +0.6%
CC
1762
Corton Capital
Ontario, Canada
$745K +$29.3K +293 +5%
MCWS
1763
McKinley Carter Wealth Services
West Virginia
$745K -$229K -2,288 -25%
TSS
1764
Two Sigma Securities
New York
$744K +$675K +6,760 New
VPP
1765
Vertex Planning Partners
Illinois
$743K +$176K +1,765 +35%
WE
1766
Wealth Effects
Massachusetts
$741K -$26.5K -265 -4%
SL
1767
Sentry LLC
Tennessee
$740K -$14K -140 -2%
GIM
1768
Goelzer Investment Management
Indiana
$740K +$192K +1,922 +40%
GC
1769
Globeflex Capital
California
$740K
DWM
1770
Drive Wealth Management
Utah
$739K +$9.99K +100 +2%
DA
1771
Drake & Associates
Wisconsin
$738K
FIM
1772
Freedom Investment Management
Connecticut
$737K -$28.8K -288 -4%
S
1773
Sachetta
Massachusetts
$736K +$668K +6,689 New
CYG
1774
Clean Yield Group
Vermont
$732K -$7.89K -79 -1%
OFG
1775
Oxford Financial Group
Indiana
$731K +$45.7K +457 +7%