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Name Holding Trade Value Shares
Change 		Change in
Stake
DP
1851
Dearborn Partners
Illinois
$708K +$7.04K +21 +1%
BFA
1852
Beaumont Financial Advisors
Massachusetts
$707K -$1.01K -3 -0.1%
EPWM
1853
Essex Private Wealth Management
Massachusetts
$707K +$82.5K +246 +14%
G
1854
Gainplan
Michigan
$706K -$471K -1,404 -41%
CA
1855
Centerpoint Advisors
Massachusetts
$706K -$55.3K -165 -8%
AO
1856
Advisor OS
Illinois
$706K +$126K +375 +23%
SWM
1857
Sugarloaf Wealth Management
Georgia
$704K -$170K -507 -20%
PWMG
1858
Prestige Wealth Management Group
New Jersey
$703K +$37.2K +111 +6%
CWM
1859
Chesapeake Wealth Management
Virginia
$701K -$465K -1,386 -41%
DA
1860
Duality Advisers
Florida
$699K -$5.46M -16,284 -89%
PPW
1861
Pasadena Private Wealth
California
$699K +$44.3K +132 +7%
TB
1862
Treynor Bancshares
Iowa
$697K +$664K +1,980 New
SCI
1863
Stableford Capital II
Arizona
$695K -$150K -447 -17%
TFM
1864
TFC Financial Management
Massachusetts
$695K +$3.02K +9 +0.5%
AIC
1865
Archer Investment Corporation
Indiana
$693K -$279K -831 -30%
AAM
1866
Austin Asset Management
Texas
$692K +$659K +1,965 New
PPWM
1867
Paragon Private Wealth Management
Kentucky
$689K +$656K +1,956 New
CNB
1868
Camden National Bank
Maine
$687K – – –
RWM
1869
Rockwood Wealth Management
Pennsylvania
$687K +$654K +1,950 New
IWA
1870
Inspirion Wealth Advisors
Illinois
$685K +$20.1K +60 +3%
JAG
1871
Journey Advisory Group
Kentucky
$685K +$24.1K +72 +4%
GGS
1872
Galvin Gaustad & Stein
Arizona
$683K +$27.2K +81 +4%
KWA
1873
Kellett Wealth Advisors
Ohio
$683K +$650K +1,938 New
AWA
1874
Aaron Wealth Advisors
Illinois
$682K +$230K +687 +55%
ARMC
1875
American Research & Management Company
Massachusetts
$681K – – –
73 74
75
76 77