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Name Holding Trade Value Shares
Change
Change in
Stake
TPBG
1726
Turning Point Benefit Group
Maryland
$430K +$572K +2,944 New
PG
1727
Patten Group
Tennessee
$430K -$85.1K -438 -14%
OPA
1728
Old Port Advisors
Maine
$428K +$5.44K +28 +1%
RMAM
1729
Raab & Moskowitz Asset Management
New Jersey
$428K +$501K +2,576 New
KJHP
1730
K.J. Harrison & Partners
Ontario, Canada
$427K -$1.64M -8,425 -77%
SWM
1731
Stockman Wealth Management
Montana
$426K +$61K +314 +14%
GGA
1732
Granite Group Advisors
Connecticut
$425K – – –
OIA
1733
Optimum Investment Advisors
Illinois
$424K -$18.3K -94 -4%
PWSG
1734
Pacific Wealth Strategies Group
California
$421K -$493K -2,538 -50%
PHS
1735
Pekin Hardy Strauss
Illinois
$421K -$363K -1,869 -42%
CA
1736
Carson Advisory
Georgia
$420K – – –
STCOSD
1737
Sageworth Trust Company of South Dakota
South Dakota
$419K +$491K +2,525 New
FVWA
1738
Foster Victor Wealth Advisors
South Carolina
$419K +$211K +1,087 +69%
PWP
1739
Phillips Wealth Planners
Mississippi
$417K -$61.2K -315 -11%
QP
1740
Quartz Partners
New York
$416K +$5.64K +29 +1%
Busey Bank
1741
Busey Bank
Illinois
$416K +$117K +601 +32%
CPSC
1742
Carl P. Sherr & Co
Massachusetts
$415K +$14.6K +75 +3%
Forvis Mazars Wealth Advisors
1743
Forvis Mazars Wealth Advisors
Missouri
$414K +$49.9K +257 +11%
WA
1744
Wambolt & Associates
Colorado
$413K -$13.6K -70 -3%
CCA
1745
Cobblestone Capital Advisors
New York
$412K +$2.92K +15 +0.6%
BCM
1746
Bluefin Capital Management
New York
$410K +$480K +2,471 New
TFA
1747
Tranquilli Financial Advisor
New Jersey
$410K +$1.75K +9 +0.4%
WAG
1748
Wiser Advisor Group
Arizona
$409K +$180K +925 +60%
JWA
1749
JFS Wealth Advisors
Pennsylvania
$409K +$18.5K +95 +4%
PWMG
1750
Prestige Wealth Management Group
New Jersey
$409K -$47.6K -245 -9%