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Name Holding Trade Value Shares
Change 		Change in
Stake
FWSM
1926
First Wilshire Securities Management
California
$455K -$14K -322 -3%
GAM
1927
Garrison Asset Management
Arkansas
$452K +$131 +3 +0%
AMG
1928
Asset Management Group
Connecticut
$452K +$3.79K +87 +0.8%
FMT
1929
First Mercantile Trust
Tennessee
$451K -$79.5K -1,824 -13%
HR
1930
Hayden Royal
North Carolina
$451K -$38.7K -888 -7%
EWM
1931
EPG Wealth Management
Georgia
$451K -$35.4K -813 -7%
WCM
1932
Washington Capital Management
Washington
$451K +$29K +665 +6%
SAM
1933
Seelaus Asset Management
New Jersey
$451K +$499K +11,445 New
CFM
1934
Comprehensive Financial Management
California
$449K – – –
PTC
1935
Philadelphia Trust Company
Pennsylvania
$448K -$17.2M -394,150 -97%
NFG
1936
Nations Financial Group
Iowa
$448K -$42.2K -968 -8%
DW
1937
Domani Wealth
Pennsylvania
$448K +$61.2K +1,403 +14%
SIM
1938
SSI Investment Management
California
$445K -$11.1K -255 -2%
KM
1939
Kalos Management
Georgia
$444K -$59.6K -1,368 -11%
SWMG
1940
Strategic Wealth Management Group
Maryland
$442K +$107K +2,446 +28%
EC
1941
Estate Counselors
Wisconsin
$439K +$51.7K +1,187 +12%
OWA
1942
One Wealth Advisors
California
$438K -$77.7K -1,782 -14%
AMM
1943
American Money Management
California
$437K -$10K -230 -2%
JMFC
1944
J.M. Forbes & Co
Massachusetts
$435K -$11.2M -257,853 -96%
CCM
1945
Chilton Capital Management
Texas
$435K -$388K -8,896 -45%
ADMI
1946
Albert D. Mason Inc
Massachusetts
$435K +$69.1K +1,585 +17%
AWA
1947
Arkadios Wealth Advisors
Georgia
$434K +$6.97K +160 +2%
FANJ
1948
Financial Architects (New Jersey)
New Jersey
$434K -$10.4K -238 -2%
MPW
1949
MA Private Wealth
California
$433K -$3.57K -82 -0.7%
PCIA
1950
Prime Capital Investment Advisors
Kansas
$433K +$19.7K +452 +4%
76 77
78
79 80