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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1926
Focused Wealth Management
New York
$18.4M +$1.07M +5,199 +6%
MAM
1927
Mystic Asset Management
Rhode Island
$18.4M -$1.94M -9,435 -9%
OAM
1928
Oak Asset Management
California
$18.3M -$395K -1,921 -2%
VCM
1929
Virtue Capital Management
Tennessee
$18.3M -$52.4K -255 -0.3%
DCM
1930
Donaldson Capital Management
Indiana
$18.3M +$778K +3,785 +4%
SS
1931
STG Securities
New York
$18.3M +$18.8M +91,295 New
IEFM
1932
IQ EQ Fund Management
Ireland
$18.2M +$2.91M +14,157 +18%
AIM
1933
Anchor Investment Management
South Carolina
$18.2M +$832K +4,049 +5%
CA
1934
Cullinan Associates
Kentucky
$18.2M +$6.49M +31,559 +53%
AIM
1935
Advyzon Investment Management
Illinois
$18.2M +$2.18M +10,599 +13%
RPWA
1936
Regent Peak Wealth Advisors
Georgia
$18.1M +$412K +2,006 +2%
QWM
1937
Quadcap Wealth Management
Texas
$18.1M +$897K +4,365 +5%
LCM
1938
Logan Capital Management
Pennsylvania
$18.1M +$18.6M +90,432 New
UHC
1939
Union Heritage Capital
Michigan
$18.1M – – –
SWGC
1940
Summit Wealth Group (Colorado)
Colorado
$18.1M +$472K +2,296 +3%
FFG
1941
Fortem Financial Group
California
$18M +$420K +2,044 +2%
DJYG
1942
David J. Yvars Group
Florida
$18M +$96K +467 +0.5%
JAG
1943
Journey Advisory Group
Kentucky
$18M +$2.83M +13,773 +18%
WIS
1944
Wright Investors Service
Connecticut
$18M -$105K -511 -0.6%
VSI
1945
Verde Servicos Internacionais
Brazil
$18M -$4.87M -23,707 -21%
GBWM
1946
Granite Bay Wealth Management
New Hampshire
$17.9M +$7.31M +35,557 +66%
RPC
1947
Rossmore Private Capital
Connecticut
$17.9M +$1.56M +7,600 +9%
MA
1948
McBroom & Associates
Nevada
$17.9M -$293K -1,426 -2%
PPWM
1949
Paragon Private Wealth Management
Kentucky
$17.9M +$308K +1,498 +2%
BWA
1950
Blodgett Wealth Advisors
California
$17.9M +$76.1K +370 +0.4%
76 77
78
79 80