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Name Holding Trade Value Shares
Change
Change in
Stake
HT
1376
Heritage Trust
Oklahoma
$549K -$4.55K -35 -0.8%
PWS
1377
Paragon Wealth Strategies
Florida
$548K +$65.6K +505 +13%
RAM
1378
Roanoke Asset Management
New Jersey
$546K +$29.9K +230 +6%
BWM
1379
BerganKDV Wealth Management
Minnesota
$545K -$21.8K -168 -4%
WANY
1380
Wealthspire Advisors (New York)
New York
$545K +$115K +881 +26%
CF
1381
Copperwynd Financial
Arizona
$543K -$31.7K -244 -5%
CCA
1382
Catalyst Capital Advisors
New York
$542K – – –
FNC
1383
First National Corp
Massachusetts
$540K – – –
APW
1384
Aurora Private Wealth
New Jersey
$540K +$548K +4,214 New
BWP
1385
BSW Wealth Partners
Colorado
$539K -$9.36K -72 -2%
QP
1386
Quilter Plc
United Kingdom
$539K +$547K +4,206 New
SFI
1387
SPC Financial Inc
Maryland
$538K -$142K -1,090 -21%
SFO
1388
Stokes Family Office
Louisiana
$538K +$546K +4,199 New
Massachusetts Financial Services
1389
Massachusetts Financial Services
Massachusetts
$537K -$653K -5,024 -55%
IIC
1390
Integrated Investment Consultants
Michigan
$536K -$129K -995 -19%
P
1391
Pitcairn
Pennsylvania
$536K -$129K -991 -19%
VCM
1392
Virtue Capital Management
Tennessee
$536K -$122K -935 -18%
PAS
1393
Park Avenue Securities
New York
$536K +$156K +1,199 +40%
CWG
1394
Cornerstone Wealth Group
North Carolina
$532K -$2.41M -18,547 -82%
EWM
1395
Endurance Wealth Management
Rhode Island
$532K -$30.5K -235 -5%
GLLW
1396
Graves Light Lenhart Wealth
Virginia
$529K -$11.4K -88 -2%
EM
1397
Emancipation Management
New York
$529K – – –
ACM
1398
Allred Capital Management
Texas
$529K -$3.64K -28 -0.7%
MCM
1399
Maryland Capital Management
Maryland
$527K -$40.5K -312 -7%
BWM
1400
Baystate Wealth Management
Massachusetts
$527K +$4.16K +32 +0.8%