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Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
1876
Paragon Private Wealth Management
Kentucky
$538K -$23.2K -70 -4%
NAS
1877
Nicolet Advisory Services
Wisconsin
$538K +$139K +420 +30%
CWP
1878
Concord Wealth Partners
Virginia
$537K -$39.4K -119 -6%
TFM
1879
TFC Financial Management
Massachusetts
$533K -$10.3K -31 -2%
EP
1880
Eudaimonia Partners
Tennessee
$531K -$119K -360 -16%
OPA
1881
Old Port Advisors
Maine
$530K -$31.5K -95 -5%
CIM
1882
CIM Investment Management
Pennsylvania
$529K – – –
NQWM
1883
Northwest Quadrant Wealth Management
Oregon
$529K +$663 +2 +0.1%
CPWA
1884
Cerro Pacific Wealth Advisors
California
$529K +$34.1K +103 +6%
JWWM
1885
Johnson & White Wealth Management
Pennsylvania
$529K +$617K +1,861 New
WCM
1886
WealthBridge Capital Management
Ohio
$528K – – –
NMG
1887
New Millennium Group
Utah
$527K +$4.31K +13 +0.7%
BBNB
1888
Baker Boyer National Bank
Washington
$526K – – –
GAM
1889
Gould Asset Management
California
$526K +$188K +568 +44%
GCIG
1890
Grand Central Investment Group
Florida
$525K -$4.64K -14 -0.8%
AWG
1891
Altus Wealth Group
Colorado
$525K – – –
PPP
1892
Private Portfolio Partners
New Jersey
$525K – – –
BPWM
1893
Badgley Phelps Wealth Managers
Washington
$524K -$120K -363 -16%
RIM
1894
Redwood Investment Management
Arizona
$524K +$375K +1,132 +159%
PCP
1895
Proficio Capital Partners
Massachusetts
$523K -$62.7K -189 -9%
WA
1896
WESPAC Advisors
California
$520K -$144K -435 -19%
CB
1897
Community Bank
New York
$520K -$1.99K -6 -0.3%
VBCG
1898
Valley Brook Capital Group
Pennsylvania
$520K – – –
RHAM
1899
Round Hill Asset Management
California
$517K – – –
CPA
1900
Capital Planning Advisors
California
$516K -$18.9K -57 -3%