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Name Holding Trade Value Shares
Change 		Change in
Stake
MIG
3276
McGuire Investment Group
Rhode Island
$585K – – –
JWM
3277
Jeppson Wealth Management
California
$584K -$1.5K -5 -0.3%
SNPAM
3278
St. Nicholas Private Asset Management
Florida
$583K +$555K +1,845 New
MFWP
3279
Mosaic Family Wealth Partners
Missouri
$583K +$96.5K +321 +21%
CWMS
3280
Cannon Wealth Management Services
North Carolina
$583K -$39.4K -131 -7%
RA
3281
Ruggaard & Associates
Ohio
$580K -$87.2K -290 -14%
W
3282
Wealthquest
Ohio
$580K +$23.2K +77 +4%
EIG
3283
Ellenbecker Investment Group
Wisconsin
$580K +$25.3K +84 +5%
SHF
3284
Safe Harbor Fiduciary
Florida
$580K +$601 +2 +0.1%
PPC
3285
Pennington Partners & Co
Maryland
$578K +$550K +1,830 New
PAG
3286
Paladin Advisory Group
Iowa
$577K – – –
CIG
3287
Cairn Investment Group
Washington
$576K -$3.01K -10 -0.5%
FA
3288
Financial Alternatives
California
$574K +$301 +1 +0.1%
EW
3289
Element Wealth
Mississippi
$574K +$301 +1 +0.1%
WA
3290
WPG Advisers
Maryland
$573K +$545K +1,814 New
PPW
3291
Parcion Private Wealth
Washington
$572K – – –
RB
3292
Rodgers Brothers
Pennsylvania
$571K – – –
IA
3293
Insight Advisors
Pennsylvania
$571K -$3.61K -12 -0.7%
MWS
3294
MFA Wealth Services
California
$570K +$543K +1,805 New
CANY
3295
Caxton Associates (New York)
New York
$570K -$953K -3,169 -64%
BWA
3296
Burt Wealth Advisors
Maryland
$570K +$37.3K +124 +7%
NWM
3297
Nova Wealth Management
Florida
$568K +$541K +1,798 New
NCM
3298
Next Capital Management
New York
$568K +$147K +490 +37%
HFP
3299
Holistic Financial Partners
Indiana
$568K -$24.4K -81 -4%
OIM
3300
Oder Investment Management
California
$567K – – –
130 131
132
133 134