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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
551
EPG Wealth Management
Georgia
$463K +$60.4K +1,966 +12%
CT
552
Cambridge Trust
Massachusetts
$462K -$1.87K -61 -0.3%
BC
553
Burney Company
Virginia
$456K +$15.4K +500 +3%
FNT
554
First National Trust
Pennsylvania
$448K -$553 -18 -0.1%
CGL
555
Clarius Group LLC
Washington
$443K +$2.73K +89 +0.5%
BC
556
Barnett & Company
Tennessee
$440K -$598K -19,475 -52%
BJL
557
Brighton Jones LLC
Washington
$440K +$8.51K +277 +2%
WS
558
Wedbush Securities
California
$439K +$40.9K +1,333 +8%
ZIG
559
Zuckerman Investment Group
Illinois
$420K +$518K +16,850 New
PCS
560
Personal CFO Solutions
New Jersey
$419K +$26.9K +876 +5%
AI
561
AdvisorShares Investments
Maryland
$419K +$516K +16,806 New
SAM
562
Steinberg Asset Management
New York
$416K +$513K +16,697 New
BFS
563
Bradley Foster & Sargent
Connecticut
$414K -$12.3K -399 -2%
FA
564
FDx Advisors
Illinois
$414K +$48.9K +1,592 +11%
QCG
565
Quadrant Capital Group
Ohio
$412K -$49.2K -1,602 -9%
S
566
SignatureFD
Georgia
$408K -$285K -9,287 -36%
PCM
567
Perritt Capital Management
Illinois
$408K -$16.1K -525 -3%
BIAS
568
Beacon Investment Advisory Services
New Jersey
$408K -$491 -16 -0.1%
Rockefeller Capital Management
569
Rockefeller Capital Management
New York
$404K -$74K -2,410 -13%
EWA
570
EP Wealth Advisors
California
$400K -$83.2K -2,709 -14%
CICI
571
Capital Investment Counsel Inc
North Carolina
$400K -$71.8K -2,337 -13%
DWT
572
Dorsey & Whitney Trust
South Dakota
$397K -$5.41K -176 -1%
FL
573
Fort LP
Maryland
$396K -$333K -10,851 -41%
KPWS
574
Kestra Private Wealth Services
Texas
$396K +$2.83K +92 +0.6%
BIM
575
Bridgecreek Investment Management
Oklahoma
$394K – – –