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Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
2301
EPIQ Capital Group
California
$833K +$836K +2,774 New
IAG
2302
Investment Advisory Group
Massachusetts
$832K +$15.4K +51 +2%
PW
2303
Peninsula Wealth
California
$832K +$81.7K +271 +11%
BCA
2304
Bray Capital Advisors
Florida
$832K -$9.04K -30 -1%
JCIA
2305
Jackson Creek Investment Advisors
Colorado
$830K -$69.6K -231 -8%
MFGM
2306
Marshall Financial Group (Maryland)
Maryland
$830K -$12.7K -42 -1%
KMWM
2307
Keudell/Morrison Wealth Management
Oregon
$829K -$64.2K -213 -7%
FCAS
2308
First Command Advisory Services
Texas
$829K +$832K +2,763 New
SP
2309
Saranac Partners
$828K -$130K -430 -13%
FAN
2310
Financial Advisors Network
California
$826K +$829K +2,753 New
HMS
2311
Hanseatic Management Services
New Mexico
$826K +$5.12K +17 +0.6%
PCG
2312
Prosperity Consulting Group
Maryland
$826K +$156K +517 +23%
OCPWS
2313
One Charles Private Wealth Services
Massachusetts
$826K – – –
CFSG
2314
Community Financial Services Group
Vermont
$825K +$828K +2,749 New
AMG
2315
Asset Management Group
Connecticut
$824K -$108K -360 -12%
ODG
2316
O'Dell Group
Ohio
$821K -$24.1K -80 -3%
OBWP
2317
O'Brien Wealth Partners
Massachusetts
$818K -$88.3K -293 -10%
EWA
2318
Encompass Wealth Advisors
Oregon
$818K +$61.8K +205 +8%
SWA
2319
Sax Wealth Advisors
New Jersey
$817K +$4.82K +16 +0.6%
MSS
2320
Mitchell Sinkler & Starr
Pennsylvania
$817K +$122K +405 +17%
WP
2321
WMS Partners
Maryland
$816K -$96.7K -321 -11%
GAG
2322
Goodman Advisory Group
Massachusetts
$816K +$819K +2,718 New
HPM
2323
Hoxton Planning & Management
West Virginia
$812K -$42.2K -140 -5%
BOPW
2324
Brandywine Oak Private Wealth
Pennsylvania
$811K -$147K -489 -15%
AI
2325
ArchPoint Investors
Florida
$811K – – –
91 92
93
94 95