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Name Holding Trade Value Shares
Change
Change in
Stake
DA
1751
Drake & Associates
Wisconsin
$762K +$16.9K +154 +2%
NG
1752
Northstar Group
New York
$759K -$18.8K -171 -3%
PPWP
1753
Premier Path Wealth Partners
New Jersey
$757K -$439 -4 -0.1%
CFA
1754
CWS Financial Advisors
Michigan
$756K +$658 +6 +0.1%
ACM
1755
Argent Capital Management
Missouri
$756K – – –
SFP
1756
Sweet Financial Partners
Minnesota
$755K -$34.4K -314 -5%
PP
1757
Pegasus Partners
Wisconsin
$755K – – –
TWM
1758
Tradition Wealth Management
Minnesota
$753K -$37.3K -340 -5%
CYG
1759
Clean Yield Group
Vermont
$749K +$13.3K +121 +2%
PW
1760
Paladin Wealth
Minnesota
$748K +$720K +6,560 New
CRIG
1761
Charter Research & Investment Group
Connecticut
$746K +$24.7K +225 +4%
AGWCA
1762
Annis Gardner Whiting Capital Advisors
Florida
$745K -$42.4K -387 -6%
DWM
1763
Drive Wealth Management
Utah
$744K +$10.5K +96 +1%
VWMG
1764
Virginia Wealth Management Group
Virginia
$743K +$3.29K +30 +0.5%
SP
1765
Successful Portfolios
Florida
$740K – – –
S
1766
Sachetta
Massachusetts
$739K -$8.23K -75 -1%
GPI
1767
General Partner Inc
Pennsylvania
$736K – – –
HSWM
1768
Hubbell Strickland Wealth Management
Louisiana
$735K -$54K -492 -7%
RWP
1769
Ridgecrest Wealth Partners
California
$735K -$43.9K -400 -6%
CWA
1770
CM Wealth Advisors
Ohio
$734K – – –
ACM
1771
Arcataur Capital Management
Wisconsin
$734K +$15K +137 +2%
HKIM
1772
Hayek Kallen Investment Management
Alabama
$733K – – –
1WM
1773
1858 Wealth Management
Ohio
$733K – – –
WFAG
1774
Worth Financial Advisory Group
North Carolina
$728K +$39.6K +361 +6%
Northeast Financial Consultants
1775
Northeast Financial Consultants
Connecticut
$727K +$6.03K +55 +0.9%