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Name Holding Trade Value Shares
Change
Change in
Stake
IRP
2301
Investment Research Partners
Pennsylvania
$706K +$55.9K +596 +10%
CPSC
2302
Carl P. Sherr & Co
Massachusetts
$705K +$141K +1,500 +31%
BPWM
2303
BCS Private Wealth Management
New Jersey
$705K +$157K +1,675 +34%
WWA
2304
Wingate Wealth Advisors
Massachusetts
$703K +$150K +1,599 +31%
PS
2305
Planned Solutions
California
$699K +$74.7K +796 +14%
JE
2306
JMAC Enterprises
Pennsylvania
$696K +$9.67K +103 +2%
CAG
2307
Curtis Advisory Group
California
$695K
GIP
2308
Granite Investment Partners
California
$694K -$12.7K -135 -2%
BWP
2309
Balboa Wealth Partners
Arizona
$691K +$199K +2,119 +48%
NB
2310
Nicolet Bankshares
Wisconsin
$691K +$3.29K +35 +0.5%
HIIFS
2311
Harel Insurance Investments & Financial Services
Israel
$689K +$377K +4,020 +159%
CPW
2312
Cove Private Wealth
New York
$689K +$79.2K +844 +15%
CFG
2313
Cooper Financial Group
California
$688K +$60.9K +649 +11%
PF
2314
Prota Financial
Texas
$688K +$613K +6,534 New
AWM
2315
Arista Wealth Management
Nevada
$687K -$392K -4,176 -39%
SWA
2316
SOA Wealth Advisors
New York
$687K -$95.7K -1,020 -14%
OSNBOA
2317
Old Second National Bank of Aurora
Illinois
$687K -$8.82K -94 -1%
SWP
2318
Semus Wealth Partners
Florida
$685K +$5.16K +55 +0.9%
AIA
2319
Allied Investment Advisors
Montana
$683K -$14.9K -159 -2%
PTCG
2320
Pring Turner Capital Group
California
$683K
HR
2321
Hardy Reed
Mississippi
$683K -$2.06K -22 -0.3%
AGP
2322
Aspire Growth Partners
Florida
$682K -$23.9K -255 -4%
BFWA
2323
Benchmark Financial Wealth Advisors
Florida
$680K +$206K +2,199 +52%
SQA
2324
Simon Quick Advisors
New Jersey
$680K +$54.7K +583 +10%
TIM
2325
Tevis Investment Management
Texas
$680K