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Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
1751
Premier Path Wealth Partners
New Jersey
$757K -$439 -4 -0.1%
CFA
1752
CWS Financial Advisors
Michigan
$756K +$658 +6 +0.1%
ACM
1753
Argent Capital Management
Missouri
$756K
SFP
1754
Sweet Financial Partners
Minnesota
$755K -$34.4K -314 -5%
PP
1755
Pegasus Partners
Wisconsin
$755K
TWM
1756
Tradition Wealth Management
Minnesota
$753K -$37.3K -340 -5%
CYG
1757
Clean Yield Group
Vermont
$749K +$13.3K +121 +2%
PW
1758
Paladin Wealth
Minnesota
$748K +$720K +6,560 New
CRIG
1759
Charter Research & Investment Group
Connecticut
$746K +$24.7K +225 +4%
AGWCA
1760
Annis Gardner Whiting Capital Advisors
Florida
$745K -$42.4K -387 -6%
DWM
1761
Drive Wealth Management
Utah
$744K +$10.5K +96 +1%
VWMG
1762
Virginia Wealth Management Group
Virginia
$743K +$3.29K +30 +0.5%
SP
1763
Successful Portfolios
Florida
$740K
S
1764
Sachetta
Massachusetts
$739K -$8.23K -75 -1%
GPI
1765
General Partner Inc
Pennsylvania
$736K
HSWM
1766
Hubbell Strickland Wealth Management
Louisiana
$735K -$54K -492 -7%
RWP
1767
Ridgecrest Wealth Partners
California
$735K -$43.9K -400 -6%
CWA
1768
CM Wealth Advisors
Ohio
$734K
ACM
1769
Arcataur Capital Management
Wisconsin
$734K +$15K +137 +2%
HKIM
1770
Hayek Kallen Investment Management
Alabama
$733K
1WM
1771
1858 Wealth Management
Ohio
$733K
WFAG
1772
Worth Financial Advisory Group
North Carolina
$728K +$39.6K +361 +6%
NFC
1773
Northeast Financial Consultants
Connecticut
$727K +$6.03K +55 +0.9%
WE
1774
Wealth Effects
Massachusetts
$727K -$28.8K -263 -4%
TAM
1775
Trillium Asset Management
Massachusetts
$726K -$7.13K -65 -1%