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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1001
Beaumont Financial Advisors
Massachusetts
$555K +$8.97K +26 +2%
STA
1002
Summit Trail Advisors
New York
$554K +$37.9K +110 +7%
PPWP
1003
Premier Path Wealth Partners
New Jersey
$554K -$15.9K -46 -3%
HIA
1004
Harbor Investment Advisory
Maryland
$552K +$4.83K +14 +0.8%
MFS
1005
Madrona Financial Services
Washington
$550K +$2.41K +7 +0.4%
EP
1006
Edgestream Partners
New Jersey
$547K -$1.1M -3,200 -66%
CWP
1007
Concord Wealth Partners
Virginia
$547K -$66.9K -194 -10%
1SB
1008
1ST Source Bank
Indiana
$547K -$7.24K -21 -1%
GIA
1009
Gladstone Institutional Advisory
Florida
$546K -$100K -291 -15%
WANY
1010
Wealthspire Advisors (New York)
New York
$545K -$110K -318 -16%
ACA
1011
Atlas Capital Advisors
Wyoming
$541K -$448K -1,298 -44%
DLA
1012
Douglas Lane & Associates
New York
$540K -$52.4K -152 -9%
CC
1013
Chicago Capital
Illinois
$539K +$42.8K +124 +8%
PWMAG
1014
Pinnacle Wealth Management Advisory Group
New Jersey
$539K +$114K +330 +25%
SIC
1015
Samalin Investment Counsel
New York
$538K +$26.9K +78 +5%
SWA
1016
Stratos Wealth Advisors
Ohio
$538K -$3.45K -10 -0.6%
CWM
1017
Cornerstone Wealth Management
Missouri
$537K +$9.31K +27 +2%
AG
1018
Ascent Group
Virginia
$536K -$13.1K -38 -2%
LF
1019
LifePlan Financial
Minnesota
$534K -$690 -2 -0.1%
DIP
1020
Davis Investment Partners
North Carolina
$531K
KB
1021
Kimelman & Baird
New York
$531K +$554K +1,606 New
AAS
1022
Ameritas Advisory Services
Nebraska
$529K -$1.03K -3 -0.2%
IWM
1023
IHT Wealth Management
Illinois
$526K +$1.38K +4 +0.3%
PWPS
1024
Pinnacle Wealth Planning Services
Ohio
$525K +$690 +2 +0.1%
ACI
1025
Alpha Cubed Investments
California
$523K +$7.24K +21 +1%