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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1001
Synergy Asset Management
Washington
$635K +$10.7K +31 +2%
EFG
1002
Everhart Financial Group
Ohio
$634K +$102K +295 +19%
CT
1003
Caldwell Trust
Florida
$633K
CWP
1004
Concord Wealth Partners
Virginia
$629K +$55.8K +162 +10%
WCP
1005
Welch Capital Partners
New York
$629K
CFG
1006
Clayton Financial Group
Missouri
$629K +$625K +1,815 New
FCI
1007
Financial Counselors Inc
Kansas
$627K -$27.9K -81 -4%
MWM
1008
Modera Wealth Management
New Jersey
$624K -$3.79K -11 -0.6%
CAM
1009
Campion Asset Management
Virginia
$624K -$17.2K -50 -3%
PWM
1010
Paulson Wealth Management
Illinois
$623K +$1.03K +3 +0.2%
WAP
1011
Wealthcare Advisory Partners
Pennsylvania
$621K +$105K +305 +20%
PWM
1012
Palumbo Wealth Management
New York
$617K +$2.41K +7 +0.4%
MYIA
1013
Mount Yale Investment Advisors
Colorado
$600K +$14.5K +42 +2%
TFM
1014
TFC Financial Management
Massachusetts
$599K -$4.82K -14 -0.8%
HIA
1015
Harbor Investment Advisory
Maryland
$597K +$19.3K +56 +3%
CFGS
1016
Concourse Financial Group Securities
Alabama
$595K -$78.1K -227 -12%
BAM
1017
Belpointe Asset Management
Nevada
$593K -$117K -340 -17%
JCM
1018
Jacobi Capital Management
Pennsylvania
$593K -$32.4K -94 -5%
SIC
1019
Samalin Investment Counsel
New York
$591K +$26.9K +78 +5%
LTAS
1020
Linden Thomas Advisory Services
North Carolina
$587K +$140K +408 +32%
SCM
1021
Shelton Capital Management
Colorado
$584K -$111K -323 -16%
GBT
1022
Grove Bank & Trust
Florida
$584K -$19.3K -56 -3%
SQA
1023
Simon Quick Advisors
New Jersey
$581K +$86.8K +252 +18%
BGA
1024
Battery Global Advisors
Massachusetts
$581K +$577K +1,676 New
HBT
1025
Heartland Bank & Trust
Illinois
$578K -$38.9K -113 -6%