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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1526
Paulson Wealth Management
Illinois
$794K +$252K +1,010 +52%
SF
1527
Summit Financial
New Jersey
$794K -$845K -3,384 -53%
WP
1528
WealthShield Partners
North Carolina
$793K +$736K +2,950 New
VIM
1529
Vista Investment Management
Pennsylvania
$791K -$20.5K -82 -3%
PCS
1530
Personal CFO Solutions
New Jersey
$789K +$37.2K +149 +5%
CAI
1531
Capital Advisors Inc
Oklahoma
$789K -$201K -807 -22%
JF
1532
JSF Financial
California
$789K +$482K +1,932 +193%
CFAM
1533
Center For Asset Management
Florida
$788K -$7.99K -32 -1%
WAM
1534
Weatherly Asset Management
California
$785K -$25K -100 -3%
CAMV
1535
Concord Asset Management (Virginia)
Virginia
$785K +$184K +738 +34%
BIA
1536
Barry Investment Advisors
Massachusetts
$784K -$250 -1 -0%
NCM
1537
Northwest Capital Management
Oregon
$784K
SAM
1538
Strategy Asset Managers
California
$784K -$701K -2,807 -49%
QFA
1539
Quantum Financial Advisors
California
$784K +$4.24K +17 +0.6%
CD
1540
Chapin Davis
Maryland
$783K +$75.1K +301 +12%
TC
1541
Toews Corporation
New Jersey
$779K +$724K +2,900 New
GFS
1542
GYL Financial Synergies
Connecticut
$779K +$4.24K +17 +0.6%
OFG
1543
Oxford Financial Group
Indiana
$779K -$89.6K -359 -11%
AWG
1544
Altus Wealth Group
Colorado
$778K -$7.49K -30 -1%
BBI
1545
Baxter Bros Inc
Connecticut
$773K +$6.24K +25 +0.9%
LT
1546
Legacy Trust
Michigan
$773K -$449K -1,800 -38%
TPW
1547
Transatlantique Private Wealth
New York
$773K +$998 +4 +0.1%
LWM
1548
Lyell Wealth Management
California
$772K
CWM
1549
Chemistry Wealth Management
New York
$771K
PBC
1550
Pavion Blue Capital
California
$770K -$12K -48 -1%