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BBT

Beacon Financial Corp

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
176
HighTower Advisors
Illinois
$286K -$512K -20,198 -65%
BFIM
177
Beese Fulmer Investment Management
Ohio
$281K -$208K -8,231 -44%
CMF
178
Counterpoint Mutual Funds
California
$280K -$40.5K -1,597 -13%
FPH
179
Financial Planning Hawaii
Hawaii
$274K +$263K +10,380 New
VC
180
VarCov Co
Connecticut
$272K +$261K +10,318 New
Creative Planning
181
Creative Planning
Kansas
$272K -$56.7K -2,240 -18%
I
182
InceptionR
California
$270K +$260K +10,246 New
Mariner
183
Mariner
Kansas
$264K -$348K -13,727 -58%
SGC
184
Slocum, Gordon & Co
Rhode Island
$256K
HSA
185
HBK Sorce Advisory
Pennsylvania
$255K
MOACM
186
Mutual of America Capital Management
New York
$253K +$7.04K +278 +3%
Wealth Enhancement Advisory Services
187
Wealth Enhancement Advisory Services
Minnesota
$244K -$61.4K -2,423 -21%
BCI
188
Brinker Capital Investments
Pennsylvania
$243K -$30.5K -1,203 -12%
MFS
189
Mirabella Financial Services
United Kingdom
$236K +$227K +8,964 New
Public Employees Retirement Association of Colorado
190
Public Employees Retirement Association of Colorado
Colorado
$235K
GLA
191
Great Lakes Advisors
Illinois
$231K -$61.3K -2,419 -22%
CIBC Asset Management
192
CIBC Asset Management
Ontario, Canada
$224K +$215K +8,484 New
ACM
193
Aquatic Capital Management
Illinois
$223K +$125K +4,939 +141%
Ensign Peak Advisors
194
Ensign Peak Advisors
Utah
$211K -$17.7K -700 -8%
KAS
195
Kestra Advisory Services
Texas
$211K +$203K +7,997 New
JIC
196
Joel Isaacson & Co
New York
$207K +$199K +7,844 New
BB
197
Berkshire Bank
Massachusetts
$207K +$199K +7,840 New
JSW
198
Journey Strategic Wealth
New Jersey
$204K +$196K +7,735 New
MFA
199
Mayflower Financial Advisors
Massachusetts
$204K +$196K +7,720 New
PT
200
Plimoth Trust
Massachusetts
$201K +$193K +7,604 New