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Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
1076
Strategic Wealth Management Group
Maryland
$907K -$96.9K -878 -8%
SCM
1077
Schnieders Capital Management
California
$905K -$289K -2,622 -22%
EWM
1078
Executive Wealth Management
Michigan
$900K -$1.51M -13,691 -59%
PHIMC
1079
Private Harbour Investment Management & Counsel
Ohio
$899K +$8.83K +80 +0.9%
ST
1080
Smithfield Trust
Pennsylvania
$897K -$91.6K -830 -8%
CG
1081
Caprock Group
Idaho
$896K +$44.7K +405 +5%
EWM
1082
Evercore Wealth Management
New York
$887K -$569K -5,150 -36%
CWP
1083
Capital Wealth Planning
Florida
$886K +$178K +1,612 +21%
HI
1084
Horizon Investments
North Carolina
$884K +$79.9K +724 +9%
FWM
1085
Fairhaven Wealth Management
Illinois
$884K +$194K +1,760 +24%
S
1086
SignatureFD
Georgia
$881K +$202K +1,832 +25%
HFRG
1087
Houlihan Financial Resource Group
Virginia
$878K +$6.62K +60 +0.7%
AFG
1088
Albion Financial Group
Utah
$876K -$1.1K -10 -0.1%
LWMM
1089
Legacy Wealth Management (Mississippi)
Mississippi
$874K +$432K +3,917 +75%
PWPS
1090
Pinnacle Wealth Planning Services
Ohio
$871K +$99.8K +904 +11%
RA
1091
Rational Advisors
New York
$869K -$1.14M -10,287 -53%
WMA
1092
Wealth Management Associates
New Jersey
$869K +$68.8K +623 +7%
AWM
1093
Aberdeen Wealth Management
Illinois
$866K – – –
BAM
1094
Belpointe Asset Management
Nevada
$862K -$38.5K -349 -4%
PFS
1095
Physicians Financial Services
North Carolina
$849K – – –
QCG
1096
Quadrant Capital Group
Ohio
$847K -$69.4K -629 -7%
SFA
1097
Sequoia Financial Advisors
Ohio
$846K +$57.9K +524 +6%
WAM
1098
Weiss Asset Management
Massachusetts
$843K +$972K +8,800 New
EWA
1099
EP Wealth Advisors
California
$838K -$90.2K -817 -9%
TPCW
1100
TD Private Client Wealth
New York
$830K -$8.17K -74 -0.8%
42 43
44
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