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Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
2226
Beacon Capital Management LLC (Tennessee)
Tennessee
$340K +$233K +805 +202%
PWG
2227
Portside Wealth Group
Utah
$339K -$30.7K -106 -8%
PAM
2228
Paradigm Asset Management
New York
$339K – – –
EL
2229
Essex LLC
Illinois
$338K -$11.6K -40 -3%
SRA
2230
Secured Retirement Advisors
Minnesota
$336K -$713K -2,459 -67%
WTA
2231
Washington Trust Advisors
Massachusetts
$336K +$2.03K +7 +0.6%
DIP
2232
DT Investment Partners
Pennsylvania
$335K – – –
MCM
2233
McRae Capital Management
New Jersey
$335K – – –
CWL
2234
Causey Wealth LLC
Colorado
$333K – – –
GA
2235
GoalVest Advisory
New York
$333K +$14.5K +50 +4%
WPC
2236
White Pine Capital
Minnesota
$332K -$1.74K -6 -0.5%
PL
2237
Parthenon LLC
Kentucky
$332K – – –
GWP
2238
Gateway Wealth Partners
Wisconsin
$332K +$6.96K +24 +2%
SPWG
2239
Syntegra Private Wealth Group
Missouri
$332K -$31.6K -109 -8%
ORC
2240
O'Rourke & Company
Massachusetts
$331K -$11K -38 -3%
ML
2241
McAdam LLC
Pennsylvania
$331K -$64.1K -221 -16%
MWA
2242
Medallion Wealth Advisors
Connecticut
$331K +$290 +1 +0.1%
WBG
2243
Wharton Business Group
Pennsylvania
$331K – – –
RMP
2244
Richards, Merrill & Peterson
Washington
$331K -$1.45K -5 -0.4%
TFA
2245
Teamwork Financial Advisors
Texas
$330K -$189K -650 -36%
SCA
2246
Southern Capital Advisors
Tennessee
$330K – – –
FM
2247
Family Management
New York
$329K -$2.9K -10 -0.9%
CC
2248
Constitution Capital
Connecticut
$329K +$116K +400 +52%
PP
2249
Pacifica Partners
Canada
$328K -$2.9K -10 -0.9%
WFM
2250
Wolff Financial Management
Michigan
$328K – – –