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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1551
Outlook Wealth Advisors
Texas
$489K +$40.7K +116 +9%
WPP
1552
Whalerock Point Partners
Rhode Island
$489K +$22.8K +65 +5%
PAG
1553
Paladin Advisory Group
Iowa
$487K
PPWM
1554
Paragon Private Wealth Management
Kentucky
$486K +$100K +285 +24%
RIG
1555
RiverFront Investment Group
Virginia
$486K +$158K +450 +44%
AGWCA
1556
Annis Gardner Whiting Capital Advisors
Florida
$484K +$104K +295 +25%
MA
1557
MJP Associates
Connecticut
$483K -$16.5K -47 -3%
BBA
1558
BLB&B Advisors
Pennsylvania
$482K -$13.3K -38 -3%
SOS
1559
Silver Oak Securities
Tennessee
$481K +$30.9K +88 +6%
LI
1560
Lafayette Investments
Maryland
$481K -$8.77K -25 -2%
CWM
1561
Connecticut Wealth Management
Connecticut
$480K +$75.8K +216 +18%
LWP
1562
LeClair Wealth Partners
Ohio
$479K +$507K +1,444 New
CGA
1563
Crescent Grove Advisors
Illinois
$478K -$702 -2 -0.1%
RIS
1564
Retirement Income Solutions
Michigan
$475K
RCM
1565
RB Capital Management
Nevada
$473K -$2.81K -8 -0.6%
PL
1566
Parthenon LLC
Kentucky
$473K
AWAG
1567
ARS Wealth Advisors Group
Florida
$473K +$41.1K +117 +9%
5W
1568
5T Wealth
California
$470K +$496K +1,413 New
CT
1569
Caldwell Trust
Florida
$469K -$26.7K -76 -5%
HWM
1570
HFR Wealth Management
New York
$468K +$31.6K +90 +7%
PSCM
1571
Per Stirling Capital Management
Texas
$467K -$15.4K -44 -3%
SWA
1572
Stratos Wealth Advisors
Ohio
$467K +$94.1K +268 +24%
Members Trust
1573
Members Trust
Florida
$467K -$6.67K -19 -1%
GFG
1574
Goldstone Financial Group
Illinois
$467K +$133K +378 +37%
DDC
1575
DF Dent & Co
Maryland
$466K -$2.46K -7 -0.5%