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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
626
Beaumont Financial Advisors
Massachusetts
$299K +$215K +4,026 New
CNBT
627
Canandaigua National Bank & Trust
New York
$298K +$214K +4,009 New
SCA
628
Sassicaia Capital Advisers
New York
$297K +$213K +4,000 New
RBFC
629
Roman Butler Fullerton & Co
Missouri
$296K +$199K +3,724 New
CAS
630
Coppell Advisory Solutions
Texas
$296K +$215K +4,038 New
HCM
631
Hall Capital Management
Rhode Island
$294K +$211K +3,960 New
CS
632
Candriam SCA
Luxembourg
$290K -$53.3K -998 -20%
SC
633
Skylands Capital
Wisconsin
$289K -$907K -17,000 -81%
SFP
634
Shepherd Financial Partners
Massachusetts
$289K +$208K +3,900 New
EFS
635
Essex Financial Services
Connecticut
$288K +$207K +3,882 New
IAIM
636
International Assets Investment Management
Florida
$283K +$204K +3,818 New
TCWM
637
Total Clarity Wealth Management
Illinois
$281K +$202K +3,790 New
TSWM
638
Tyler-Stone Wealth Management
Ohio
$279K +$201K +3,764 New
SOW
639
State of Wyoming
Wyoming
$278K -$256K -4,796 -56%
VVP
640
Venture Visionary Partners
Ohio
$277K +$199K +3,730 New
CW
641
CreativeOne Wealth
Kansas
$276K +$198K +3,717 New
MA
642
Mutual Advisors
Nebraska
$275K +$184K +3,451 New
Kovitz Investment Group Partners
643
Kovitz Investment Group Partners
Illinois
$270K +$194K +3,641 New
IIA
644
IPG Investment Advisors
California
$269K +$194K +3,630 New
BCG
645
BayBridge Capital Group
California
$267K +$192K +3,599 New
OAM
646
Oppenheimer Asset Management
New York
$267K +$192K +3,598 New
FCP
647
Fidelis Capital Partners
Florida
$260K +$181K +3,397 New
CLOS
648
Compagnie Lombard Odier SCmA
Switzerland
$259K +$187K +3,500 New
SPC
649
Sigma Planning Corp
Michigan
$258K +$186K +3,479 New
BA
650
Bridgewater Advisors
New York
$255K +$173K +3,237 New