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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1051
Beaumont Financial Advisors
Massachusetts
$420K -$10.9K -37 -2%
PPWP
1052
Premier Path Wealth Partners
New Jersey
$417K -$85.8K -290 -17%
LP
1053
LMR Partners
United Kingdom
$415K +$426K +1,440 New
CAM
1054
Campion Asset Management
Virginia
$414K
PCP
1055
Perbak Capital Partners
United Kingdom
$413K -$985K -3,329 -70%
VCM
1056
Versant Capital Management
Arizona
$412K -$148K -499 -26%
PMA
1057
Prudent Man Advisors
Illinois
$412K -$317K -1,073 -43%
KP
1058
Keel Point
Alabama
$409K -$28.7K -97 -6%
GPA
1059
Guerra Pan Advisors
New Jersey
$408K
TC
1060
TownSquare Capital
Utah
$408K -$351K -1,186 -46%
HPM
1061
Hudson Portfolio Management
New York
$407K -$29.6K -100 -7%
RA
1062
RFG Advisory
Alabama
$406K -$111K -376 -21%
BS
1063
Banco Santander
Spain
$404K -$19.8K -67 -5%
CAG
1064
Csenge Advisory Group
Florida
$403K +$31.4K +106 +8%
SI
1065
Seeds Investor
New York
$401K -$117K -395 -22%
OF
1066
Optimize Financial
California
$401K +$412K +1,391 New
NAS
1067
Nicolet Advisory Services
Wisconsin
$399K +$66.3K +224 +21%
EI
1068
Ellevest Inc
New York
$398K +$9.47K +32 +2%
DMBA
1069
Deseret Mutual Benefit Administrators
Utah
$397K +$140K +473 +52%
FNBTCON
1070
First National Bank & Trust Co of Newtown
Pennsylvania
$396K
SL
1071
Sentinus LLC
Illinois
$396K -$29.3K -99 -7%
QL
1072
Quarry LP
New York
$394K +$57.4K +194 +17%
EWM
1073
Evercore Wealth Management
New York
$394K -$290K -981 -42%
OWA
1074
Opal Wealth Advisors
New York
$392K +$120K +407 +43%
VCM
1075
Violich Capital Management
California
$390K