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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2426
BigSur Wealth Management
Florida
$520K – – –
VCP
2427
Verus Capital Partners
Arizona
$520K -$116K -1,884 -20%
NAMP
2428
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$520K – – –
ML
2429
Mayport LLC
Massachusetts
$519K +$3.01K +49 +0.7%
PBO
2430
Peoples Bank (Ohio)
Ohio
$518K +$51K +830 +12%
SPWM
2431
Spartan Planning & Wealth Management
North Carolina
$517K +$21.6K +352 +5%
JGIA
2432
Jackson Grant Investment Advisers
Connecticut
$516K +$2.46K +40 +0.5%
PPWM
2433
Paragon Private Wealth Management
Kentucky
$515K +$72.3K +1,177 +19%
SPI
2434
Sutton Place Investors
New York
$515K +$15.1K +246 +3%
DAC
2435
Dividend Assets Capital
South Carolina
$514K +$9.46K +154 +2%
BAWM
2436
Bennett Associates Wealth Management
Pennsylvania
$514K -$17.1K -278 -4%
JWM
2437
Jackson Wealth Management
Florida
$513K +$454K +7,393 New
RCWM
2438
Royal Capital Wealth Management
Indiana
$512K – – –
MPWS
2439
McCarter Private Wealth Services
Massachusetts
$512K +$22.6K +368 +5%
MCWS
2440
McKinley Carter Wealth Services
West Virginia
$511K +$3.32K +54 +0.7%
SDWIA
2441
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$511K – – –
AWM
2442
Atticus Wealth Management
Florida
$509K +$414K +6,729 +1,112%
SIG
2443
Sargent Investment Group
Maryland
$509K +$7.38K +120 +2%
RA
2444
Ruggaard & Associates
Ohio
$509K – – –
IFS
2445
Ifrah Financial Services
Arkansas
$509K -$5.1K -83 -1%
FW
2446
FullCircle Wealth
Texas
$507K +$23.3K +379 +5%
CAM
2447
Cypress Asset Management
Texas
$507K – – –
QL
2448
Quarry LP
New York
$506K +$275K +4,479 +159%
TCOTS
2449
Trust Company of the South
North Carolina
$506K +$3.69K +60 +0.8%
CWM
2450
Cranbrook Wealth Management
Michigan
$506K – – –