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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1001
EPG Wealth Management
Georgia
$812K +$70.1K +396 +10%
FMLI
1002
Fukoku Mutual Life Insurance
Japan
$812K
SAM
1003
S.A. Mason
Michigan
$808K +$177 +1 +0%
SEC
1004
Seven Eight Capital
New York
$803K +$721K +4,070 New
CG
1005
Cynosure Group
Utah
$801K +$101K +573 +16%
DAM
1006
Diamant Asset Management
Connecticut
$801K +$88.5K +500 +14%
BCM
1007
Brown Capital Management
Maryland
$798K -$13.1K -74 -2%
AFC
1008
AFT Forsyth & Company
Florida
$793K -$35.4K -200 -5%
AGC
1009
Aspen Grove Capital
Colorado
$792K +$5.13K +29 +0.7%
DWT
1010
Dorsey & Whitney Trust
South Dakota
$790K -$11.3K -64 -2%
MYIA
1011
Mount Yale Investment Advisors
Colorado
$785K -$13.5K -76 -2%
QPWM
1012
Quadrant Private Wealth Management
Pennsylvania
$782K -$14.2K -80 -2%
PBC
1013
Pavion Blue Capital
California
$778K
OWMIAS
1014
One Wealth Management Investment & Advisory Services
Florida
$777K +$697K +3,937 New
CAMG
1015
CWA Asset Management Group
Florida
$773K -$77.9K -440 -10%
CIP
1016
Capital Insight Partners
Arizona
$772K +$52K +294 +8%
SCM
1017
Seascape Capital Management
New Hampshire
$765K +$17K +96 +3%
SCM
1018
Shelton Capital Management
Colorado
$762K -$27.4K -155 -4%
BC
1019
Burney Company
Virginia
$758K +$1.95K +11 +0.3%
KAS
1020
KPP Advisory Services
Kentucky
$755K +$50.3K +284 +8%
GWMR
1021
GC Wealth Management RIA
Massachusetts
$754K +$677K +3,822 New
NRG
1022
Nemes Rush Group
Michigan
$753K -$708 -4 -0.1%
HCM
1023
Howland Capital Management
Massachusetts
$749K -$16.1K -91 -2%
FDCP
1024
Foster Dykema Cabot & Partners
Massachusetts
$747K +$670K +3,784 New
CIA
1025
Concurrent Investment Advisors
Florida
$746K +$669K +3,778 New