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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1351
Beaumont Financial Advisors
Massachusetts
$275K +$259K +1,389 New
SBSB
1352
Sullivan, Bruyette, Speros & Blaney
Virginia
$274K +$186 +1 +0.1%
ABA
1353
American Beacon Advisors
Texas
$273K
AA
1354
Apriem Advisors
California
$272K +$26.6K +143 +12%
YWP
1355
YorkBridge Wealth Partners
New York
$272K +$37.2K +200 +17%
SWM
1356
Stockman Wealth Management
Montana
$271K -$326K -1,749 -56%
BCM
1357
Birmingham Capital Management
Alabama
$270K
WCA
1358
Westover Capital Advisors
Delaware
$269K +$8.75K +47 +4%
AUB
1359
Atlantic Union Bankshares
Virginia
$267K +$8.94K +48 +4%
SFG
1360
SNS Financial Group
Minnesota
$264K -$9.31K -50 -4%
RFS
1361
Rockefeller Financial Services
New York
$264K +$122K +655 +97%
IA
1362
Independence Advisors
Pennsylvania
$263K -$2.98K -16 -1%
BO
1363
BRR OpCo
Ohio
$262K +$14.5K +78 +6%
BOS
1364
Bingham Osborn & Scarborough
California
$261K +$5.77K +31 +2%
CCM
1365
Chilton Capital Management
Texas
$259K
SIC
1366
Salem Investment Counselors
North Carolina
$258K +$37.8K +203 +18%
HCP
1367
Holt Capital Partners
Texas
$257K
SFG
1368
Summit Financial Group
West Virginia
$255K +$240K +1,288 New
CBB
1369
Citizens Business Bank
California
$254K
RHFI
1370
Reilly Herbert Faulkner III
$254K
OWIM
1371
Old West Investment Management
California
$254K +$240K +1,289 New
HCM
1372
Hall Capital Management
Rhode Island
$253K
GLI
1373
Guardian Life Insurance
New York
$252K -$172K -925 -42%
BCM
1374
BTC Capital Management
Iowa
$252K
DMC
1375
Drexel Morgan & Co
Pennsylvania
$252K