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Name Holding Trade Value Shares
Change
Change in
Stake
PPW
1751
Parcion Private Wealth
Washington
$507K +$93.7K +3,581 +21%
FSAG
1752
Financial Solutions Advisory Group
Illinois
$507K -$171K -6,542 -24%
MW
1753
MBL Wealth
North Carolina
$506K +$86.6K +3,310 +19%
KJWM
1754
Kiley Juergens Wealth Management
Washington
$505K -$30.1K -1,149 -5%
QWP
1755
Quotient Wealth Partners
Texas
$504K -$41.2K -1,575 -7%
HWMO
1756
Heritage Wealth Management (Ohio)
Ohio
$500K +$543K +20,775 New
BG
1757
Bahl & Gaynor
Ohio
$499K
ZIC
1758
ZWJ Investment Counsel
Georgia
$499K +$8.01K +306 +1%
AWM
1759
Able Wealth Management
New Jersey
$499K +$14.7K +562 +3%
FB
1760
First Bancorp
Maine
$496K +$60.8K +2,325 +13%
EW
1761
Elyxium Wealth
California
$496K +$109K +4,161 +25%
OWG
1762
Oxford Wealth Group
Florida
$494K -$78.4K -2,996 -13%
RLH
1763
RD Lewis Holdings
Florida
$494K -$10.6K -405 -2%
GSIAS
1764
Garden State Investment Advisory Services
New Jersey
$494K +$30.3K +1,158 +6%
TNBTD
1765
Trustmark National Bank Trust Department
Mississippi
$494K -$10.4K -397 -2%
SAM
1766
Secure Asset Management
Michigan
$494K -$62.8K -2,402 -10%
HI
1767
Hendershot Investments
Virginia
$494K +$13.1K +499 +2%
KFA
1768
Krane Funds Advisors
New York
$494K +$6.98K +267 +1%
CWG
1769
Cornerstone Wealth Group
North Carolina
$493K -$44K -1,683 -8%
SWASL
1770
Spartan Wealth Advisory Services LLC
Michigan
$492K +$50.8K +1,942 +10%
PEA
1771
Park Edge Advisors
Ohio
$492K -$51.8K -1,982 -9%
MFC
1772
Mechanics Financial Corp
Ohio
$491K +$21.2K +810 +4%
PW
1773
PUREfi Wealth
Massachusetts
$490K +$200K +7,644 +60%
BMCM
1774
Burns Matteson Capital Management
New York
$490K +$532K +20,337 New
ECP
1775
Elemental Capital Partners
California
$489K