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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1901
Paulson Wealth Management
Illinois
$846K +$455K +5,725 +115%
GPA
1902
Guerra Pan Advisors
New Jersey
$846K -$36.8K -463 -4%
CGF
1903
Constant Guidance Financial
Massachusetts
$845K +$849K +10,680 New
MFC
1904
Mechanics Financial Corp
Ohio
$845K -$12.7K -160 -1%
CPIA
1905
Cornell Pochily Investment Advisors
New York
$845K +$55.5K +698 +7%
VST
1906
Van Strum & Towne
California
$844K
LD
1907
Lipe & Dalton
New York
$844K -$15.6K -196 -2%
CYG
1908
Clean Yield Group
Vermont
$842K -$31.6K -397 -4%
HNB
1909
Hilltop National Bank
Wyoming
$841K +$844K +10,618 New
HWP
1910
Highline Wealth Partners
California
$839K +$24.6K +310 +3%
WA
1911
WBH Advisory
Maryland
$839K -$52.1K -656 -6%
KIG
1912
Kessler Investment Group
Indiana
$839K +$99.8K +1,256 +13%
ST
1913
Somerset Trust
Pennsylvania
$838K +$10.6K +133 +1%
BBI
1914
Baxter Bros Inc
Connecticut
$837K -$79.5K -1,000 -9%
PH
1915
Pinnacle Holdings
Oklahoma
$834K +$50.2K +632 +6%
SRC
1916
Sage Rhino Capital
California
$834K -$3.97K -50 -0.5%
RIA
1917
Regal Investment Advisors
Michigan
$833K -$80.8K -1,016 -9%
RB
1918
Renasant Bank
Mississippi
$833K +$633K +7,966 +312%
VWM
1919
Venturi Wealth Management
Texas
$832K +$38.8K +488 +5%
FWM
1920
Forza Wealth Management
Florida
$830K -$22K -277 -3%
AHL
1921
Abel Hall LLC
Louisiana
$829K +$195K +2,451 +31%
CWP
1922
CFM Wealth Partners
Texas
$828K -$302K -3,802 -27%
LAIC
1923
Lederer & Associates Investment Counsel
California
$825K +$118K +1,479 +17%
1M
1924
1248 Management
Missouri
$824K -$307K -3,856 -27%
WIA
1925
Westbourne Investment Advisors
Maryland
$824K +$147K +1,850 +22%