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Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
2276
Paragon Private Wealth Management
Kentucky
$828K +$223K +388 +36%
PWA
2277
Physician Wealth Advisors
Utah
$824K +$52.3K +91 +7%
QFW
2278
QTR Family Wealth
Florida
$823K +$178K +310 +27%
MWA
2279
Midland Wealth Advisors
Illinois
$821K -$6.89K -12 -0.8%
GJWM
2280
Gilliland Jeter Wealth Management
Arkansas
$820K – – –
MFG
2281
Magnus Financial Group
New York
$820K +$20.1K +35 +2%
LSIA
2282
LaSalle St. Investment Advisors
Illinois
$819K +$1.15K +2 +0.1%
SGK
2283
Steigerwald Gordon & Koch
Virginia
$818K +$574 +1 +0.1%
NIP
2284
Nicholas Investment Partners
California
$810K – – –
SSG
2285
Summit Securities Group
New York
$809K +$504K +877 +161%
OWA
2286
Outlook Wealth Advisors
Texas
$808K -$107K -187 -12%
VC
2287
Veery Capital
Delaware
$804K -$2.87K -5 -0.4%
AC
2288
Aristides Capital
Kentucky
$796K – – –
NA
2289
Nordwand Advisors
Pennsylvania
$795K +$586K +1,020 +271%
RWA
2290
Redhawk Wealth Advisors
Minnesota
$793K +$5.74K +10 +0.7%
SL
2291
Sentinus LLC
Illinois
$792K +$63.7K +111 +9%
RP
2292
Rice Partnership
Hawaii
$792K +$33.3K +58 +4%
NAM
2293
NTV Asset Management
West Virginia
$791K +$31.6K +55 +4%
CWA
2294
Clarity Wealth Advisors
California
$791K -$21.2K -37 -3%
BFS
2295
Baskin Financial Services
Ontario, Canada
$785K – – –
DMBA
2296
Deseret Mutual Benefit Administrators
Utah
$784K +$5.17K +9 +0.7%
WA
2297
Wealth Architects
California
$784K -$1.15K -2 -0.1%
WP
2298
Westmount Partners
California
$782K -$8.61K -15 -1%
TA
2299
TruWealth Advisors
Louisiana
$782K +$159K +276 +25%
APW
2300
Austin Private Wealth
Texas
$781K -$21.2K -37 -3%