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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1451
EPG Wealth Management
Georgia
$864K +$115K +2,390 +16%
HR
1452
Hayden Royal
North Carolina
$861K +$833K +17,312 New
IWAG
1453
Integer Wealth Advisors Group
Georgia
$858K – – –
FC
1454
Ferris Capital
Massachusetts
$856K +$11.7K +243 +1%
SLT
1455
St Louis Trust
Missouri
$853K – – –
IWS
1456
Insight Wealth Strategies
California
$853K +$71.4K +1,485 +9%
DWT
1457
Dorsey & Whitney Trust
South Dakota
$849K -$142K -2,946 -15%
MIC
1458
Means Investment Company
Maine
$849K +$309K +6,417 +60%
KMWM
1459
Keudell/Morrison Wealth Management
Oregon
$844K -$36.9K -767 -4%
SCM
1460
Schnieders Capital Management
California
$843K -$3.65K -76 -0.4%
LFA
1461
Legacy Financial Advisors
Kentucky
$842K +$60.8K +1,264 +8%
MIA
1462
MainStreet Investment Advisors
Illinois
$841K -$673 -14 -0.1%
CIM
1463
CIM Investment Management
Pennsylvania
$838K -$32.5K -675 -4%
FBC
1464
Fairfield, Bush & Co
Connecticut
$835K – – –
QPWM
1465
Quadrant Private Wealth Management
Pennsylvania
$834K +$11.2K +232 +1%
JWA
1466
JFS Wealth Advisors
Pennsylvania
$833K +$433 +9 +0.1%
BAM
1467
Brave Asset Management
New Jersey
$832K -$10.8K -225 -1%
BCA
1468
Bray Capital Advisors
Florida
$830K – – –
SWK
1469
Stephen W. Kidder
$829K -$14.4K -300 -2%
BMC
1470
Beaton Management Company
Massachusetts
$828K – – –
CC
1471
Claybrook Capital
Massachusetts
$820K +$289K +6,000 +57%
CM
1472
Cornerstone Management
Georgia
$820K +$48.1K +1,000 +6%
PWPS
1473
Pinnacle Wealth Planning Services
Ohio
$819K -$235K -4,882 -23%
GC
1474
Grimes & Company
Massachusetts
$818K +$9.38K +195 +1%
ACG
1475
Allen Capital Group
Nebraska
$818K +$10.5K +218 +1%
57 58
59
60 61