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Name Holding Trade Value Shares
Change
Change in
Stake
PPC
2501
Park Place Capital
Alabama
$409K +$42.7K +124 +11%
FWTB
2502
First Western Trust Bank
Colorado
$409K
IF
2503
Integrity Financial
Wyoming
$408K +$415K +1,205 New
LWCFA
2504
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$408K +$75.7K +220 +25%
SWM
2505
SilverOak Wealth Management
Minnesota
$408K
TP
2506
Trailhead Planners
Minnesota
$408K
DP
2507
Denver PWM
Colorado
$408K -$32.7K -95 -9%
NF
2508
Nvest Financial
New Hampshire
$407K +$688 +2 +0.2%
APG
2509
Abacus Planning Group
South Carolina
$407K
LWM
2510
LongView Wealth Management
Georgia
$407K -$76.7K -223 -17%
BWM
2511
BNB Wealth Management
Maryland
$406K +$34.8K +101 +9%
LWA
2512
Lifelong Wealth Advisors
Minnesota
$404K
PRTG
2513
Post Resch Tallon Group
New York
$403K
PPWM
2514
Paragon Private Wealth Management
Kentucky
$402K
CHC
2515
City Holding Co
West Virginia
$401K +$2.75K +8 +0.7%
SIC
2516
SFE Investment Counsel
California
$400K -$2.75K -8 -0.7%
SWM
2517
Stronghold Wealth Management
Florida
$400K -$54.4K -158 -12%
FMP
2518
Financial Management Professionals
Texas
$400K +$55.4K +161 +16%
ML
2519
McAdam LLC
Pennsylvania
$399K +$38.2K +111 +10%
AIA
2520
Aventus Investment Advisors
Florida
$398K +$8.95K +26 +2%
MGI
2521
Miller Global Investments
Texas
$395K -$20K -58 -5%
MWM
2522
Mosley Wealth Management
California
$394K +$6.19K +18 +1%
CCWP
2523
Cedar Cove Wealth Partners
Minnesota
$394K -$69.2K -201 -15%
AA
2524
Aire Advisors
California
$393K +$28.6K +83 +8%
AWP
2525
Axis Wealth Partners
Rhode Island
$393K