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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1101
Beaumont Financial Advisors
Massachusetts
$261K +$7.73K +30 +3%
FOA
1102
Five Oceans Advisors
California
$259K +$253K +982 New
BWM
1103
Buckley Wealth Management
Nevada
$258K -$4.12K -16 -2%
BMCM
1104
Bryn Mawr Capital Management
Pennsylvania
$258K -$2.06K -8 -0.8%
FW
1105
FirstPurpose Wealth
Utah
$257K +$29.9K +116 +13%
LSA
1106
L & S Advisors
California
$256K – – –
NB
1107
NBT Bank
New York
$256K – – –
CSIC
1108
Clifford Swan Investment Counsel
California
$256K +$31.4K +122 +14%
NL
1109
NWAM LLC
Washington
$255K +$249K +965 New
PIM
1110
Penobscot Investment Management
Massachusetts
$255K +$250K +969 New
MS
1111
Maven Securities
Jersey
$254K +$248K +963 New
PCA
1112
Personal Capital Advisors
California
$253K – – –
FMP
1113
Financial Management Professionals
Texas
$253K +$70.9K +275 +40%
VCM
1114
Virtue Capital Management
Tennessee
$253K +$247K +960 New
RFA
1115
Resurgent Financial Advisors
Georgia
$252K +$17.3K +67 +8%
IFS
1116
Ifrah Financial Services
Arkansas
$251K -$2.32K -9 -0.9%
SIAP
1117
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$251K – – –
PI
1118
PEAK6 Investments
Illinois
$251K +$229K +890 +29,667%
ACM
1119
Advisors Capital Management
New Jersey
$250K -$3.35K -13 -1%
C
1120
Covestor
United Kingdom
$250K -$2.32K -9 -0.9%
DA
1121
Detalus Advisors
Missouri
$250K +$18K +70 +8%
EDRH
1122
Edmond de Rothschild Holding
Switzerland
$249K – – –
CSB
1123
City State Bank
Iowa
$247K – – –
FHA
1124
Flagship Harbor Advisors
Massachusetts
$247K +$258 +1 +0.1%
FANJ
1125
Financial Architects (New Jersey)
New Jersey
$247K +$8.24K +32 +4%