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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
1801
Pinnacle Wealth Planning Services
Ohio
$727K +$77.3K +702 +12%
OWA
1802
Opal Wealth Advisors
New York
$727K -$6.39K -58 -0.9%
RMP
1803
Richards, Merrill & Peterson
Washington
$726K +$110K +997 +19%
PTP
1804
Platform Technology Partners
New York
$726K +$45.3K +411 +7%
OPA
1805
Old Port Advisors
Maine
$725K -$11.3K -103 -2%
KFI
1806
Key Financial Inc
Pennsylvania
$725K +$12.6K +114 +2%
FGP
1807
Freestone Grove Partners
California
$724K +$416K +3,781 +146%
NFG
1808
Northbridge Financial Group
Florida
$724K +$701K +6,361 New
AIM
1809
Alhambra Investment Management
Florida
$723K +$12K +109 +2%
LCWP
1810
Legacy Capital Wealth Partners
Arkansas
$723K -$34.8K -316 -5%
BWP
1811
Baldwin Wealth Partners
Massachusetts
$719K -$16.5K -150 -2%
SAM
1812
Secure Asset Management
Michigan
$719K +$133K +1,209 +24%
AFM
1813
Abbot Financial Management
Massachusetts
$718K -$137K -1,245 -16%
EFG
1814
Elevated Financial Group
Indiana
$718K +$695K +6,311 New
LA
1815
Lifeworks Advisors
Michigan
$718K -$41K -372 -6%
TPI
1816
Trust Point Inc
Wisconsin
$717K -$32.4K -294 -4%
ISS
1817
Intesa Sanpaolo SpA.
Italy
$717K +$688K +6,243 New
FWA
1818
FSM Wealth Advisors
Ohio
$717K +$125K +1,136 +22%
MMM
1819
Mendel Money Management
Illinois
$716K -$56.4K -512 -8%
BIM
1820
Barton Investment Management
Pennsylvania
$716K
LFM
1821
LGT Fund Management
Liechtenstein
$715K -$195K -1,768 -22%
BC
1822
BDFS Capital
Delaware
$714K +$686K +6,232 New
EA
1823
Everpar Advisors
Oklahoma
$713K +$99.8K +906 +17%
ZIC
1824
ZWJ Investment Counsel
Georgia
$713K -$330 -3 -0%
DO
1825
denkapparat Operations
Germany
$711K -$279K -2,534 -29%