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Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
2451
Paragon Private Wealth Management
Kentucky
$727K +$66K +431 +9%
NBT
2452
Northwest Bank & Trust
Iowa
$726K +$1.68K +11 +0.2%
CH
2453
Cromwell Holdings
Wyoming
$725K +$48.2K +315 +7%
CG
2454
CFO4Life Group
Texas
$725K +$24.5K +160 +3%
SAM
2455
Seelaus Asset Management
New Jersey
$724K -$23K -150 -3%
AAI
2456
American Assets Inc
California
$724K – – –
OIM
2457
Opus Investment Management
Massachusetts
$724K – – –
GFG
2458
Goldstone Financial Group
Illinois
$721K +$133K +870 +21%
TLA
2459
Tanglewood Legacy Advisors
Texas
$720K +$118K +769 +18%
AO
2460
Advisor OS
Illinois
$719K +$145K +945 +24%
Mill Creek Capital Advisors
2461
Mill Creek Capital Advisors
Pennsylvania
$718K +$190K +1,243 +33%
SWIM
2462
Smallwood Wealth Investment Management
New Jersey
$717K – – –
BWP
2463
BSW Wealth Partners
Colorado
$717K +$115K +754 +18%
AP
2464
Atwood & Palmer
Missouri
$712K +$2.45K +16 +0.3%
CC
2465
Callan Capital
California
$712K +$34.3K +224 +5%
CSI
2466
Cross Staff Investments
New York
$712K -$44.8K -293 -6%
ARMT
2467
Amica Retiree Medical Trust
Rhode Island
$708K -$65.2K -426 -8%
Gerber Kawasaki Wealth & Investment Management
2468
Gerber Kawasaki Wealth & Investment Management
California
$705K +$40.3K +263 +6%
MPW
2469
Monterey Private Wealth
California
$704K +$26K +170 +4%
AA
2470
Addison Advisors
Vermont
$703K -$28.2K -184 -4%
MWM
2471
Moulton Wealth Management
Washington
$702K – – –
LF
2472
LifeSteps Financial
California
$701K -$75.2K -491 -9%
HIA
2473
HTG Investment Advisors
Connecticut
$700K – – –
VC
2474
Veracity Capital
Georgia
$699K +$40.6K +265 +6%
BFC
2475
Blue Fin Capital
Rhode Island
$699K -$448K -2,930 -38%