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Name Holding Trade Value Shares
Change
Change in
Stake
APG
1626
Abacus Planning Group
South Carolina
$413K -$305K -15,933 -43%
GWANC
1627
Guardian Wealth Advisors (North Carolina)
North Carolina
$412K -$29.4K -1,540 -7%
BFAG
1628
Blackston Financial Advisory Group
Florida
$412K -$46.7K -2,444 -10%
RGC
1629
Roberts, Glore & Co
Illinois
$412K -$62.8K -3,286 -13%
FPWM
1630
FSB Premier Wealth Management
Iowa
$410K -$35.2K -1,841 -8%
MA
1631
Mezzasalma Advisors
New Jersey
$409K +$75.1K +3,929 +23%
HAIM
1632
Hunter Associates Investment Management
Pennsylvania
$409K -$3.38K -177 -0.8%
SA
1633
Scarborough Advisors
Maryland
$408K +$406K +21,218 New
DAM
1634
Derbend Asset Management
Georgia
$408K +$42.6K +2,231 +12%
LW
1635
Lauer Wealth
Indiana
$408K +$427K +22,367 New
WWP
1636
WR Wealth Planners
Missouri
$407K +$98.1K +5,132 +32%
LWCFA
1637
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$407K -$112K -5,857 -22%
SC
1638
Swan Capital
Florida
$405K +$402K +21,037 New
CSC
1639
Caldwell Sutter Capital
California
$404K +$294K +15,361 +272%
CM
1640
Cercano Management
Washington
$404K
CWM
1641
Congress Wealth Management
Massachusetts
$403K -$17.1K -894 -4%
PCM
1642
Princeton Capital Management
New Jersey
$402K +$147K +7,683 +58%
IIC
1643
Integrated Investment Consultants
Michigan
$401K +$55.8K +2,921 +16%
PPW
1644
Parcion Private Wealth
Washington
$401K
SWA
1645
SOA Wealth Advisors
New York
$401K +$4.03K +211 +1%
WDG
1646
Wealth Dimensions Group
Ohio
$401K +$917 +48 +0.2%
CG
1647
Cutler Group
California
$398K -$6.79M -355,091 -94%
LWA
1648
Lineweaver Wealth Advisors
Ohio
$398K +$2.81K +147 +0.7%
SWP
1649
Summit Wealth Partners
Florida
$398K -$1.91K -100 -0.5%
CRC
1650
Curi RMB Capital
Illinois
$398K +$80.6K +4,219 +26%