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Name Holding Trade Value Shares
Change
Change in
Stake
NAG
1801
Northstar Advisory Group
New Jersey
$390K +$3.27K +23 +0.8%
PWMG
1802
Provence Wealth Management Group
California
$389K +$74.6K +524 +23%
BHBT
1803
Burke & Herbert Bank & Trust
Virginia
$388K -$631K -4,435 -62%
HCMG
1804
Howard Capital Management Group
California
$387K
LFG
1805
Larson Financial Group
Missouri
$385K -$103K -722 -21%
1IA
1806
1834 Investment Advisors
Wisconsin
$385K -$212K -1,487 -35%
ANBT
1807
American National Bank & Trust
Texas
$383K -$20.1K -141 -5%
IAS
1808
IMA Advisory Services
Colorado
$382K
WJA
1809
Willis Johnson & Associates
Texas
$382K +$387K +2,721 New
HGERS
1810
Householder Group Estate & Retirement Specialist
Arizona
$380K +$385K +2,706 New
VCP
1811
Verus Capital Partners
Arizona
$379K +$18.8K +132 +5%
Eagle Capital Management (New York)
1812
Eagle Capital Management (New York)
New York
$379K
AGP
1813
Autumn Glory Partners
Texas
$379K +$384K +2,700 New
BCG
1814
Breakwater Capital Group
New Jersey
$377K -$84.9K -597 -19%
KAS
1815
KPP Advisory Services
Kentucky
$377K +$382K +2,687 New
TWM
1816
TriaGen Wealth Management
California
$377K
SWA
1817
SOA Wealth Advisors
New York
$376K +$35K +246 +10%
WWM
1818
Windsor Wealth Management
Indiana
$376K
UWPG
1819
Ullmann Wealth Partners Group
Florida
$376K +$48.1K +338 +14%
VWA
1820
Visionary Wealth Advisors
Illinois
$375K -$6.83K -48 -2%
GSC
1821
Grey Street Capital
Illinois
$375K
BC
1822
Barrett & Company
Rhode Island
$374K +$21.9K +154 +6%
SOAMC
1823
Spirit of America Management Corp
New York
$374K
SCA
1824
Sandy Cove Advisors
Massachusetts
$373K -$8.11K -57 -2%
QPWM
1825
Quadrant Private Wealth Management
Pennsylvania
$372K -$56.9K -400 -13%