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Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
1251
Main Street Financial Solutions
Pennsylvania
$251K +$258K +871 New
DW30
1252
Drucker Wealth 3.0
New Jersey
$251K +$64.8K +219 +34%
HDIM
1253
Hanson & Doremus Investment Management
Vermont
$250K -$210K -709 -45%
CWA
1254
CJM Wealth Advisers
Virginia
$249K – – –
MAMG
1255
Milestone Asset Management Group
Connecticut
$248K +$255K +862 New
PTCG
1256
Pring Turner Capital Group
California
$248K +$5.03K +17 +2%
EDRH
1257
Edmond de Rothschild Holding
Switzerland
$247K – – –
CC
1258
Courier Capital
New York
$247K – – –
MIC
1259
Means Investment Company
Maine
$247K +$1.18K +4 +0.5%
BFPW
1260
BOK Financial Private Wealth
Colorado
$246K -$104K -351 -29%
OAM
1261
Occidental Asset Management
California
$246K +$22.2K +75 +10%
AI
1262
AXS Investments
New York
$246K +$253K +855 New
BCB
1263
Brian C. Broderick
$245K – – –
GFA
1264
Grunden Financial Advisory
Texas
$245K +$1.18K +4 +0.5%
SW
1265
SteelPeak Wealth
California
$245K +$29.6K +100 +13%
VP
1266
Verum Partners
North Carolina
$244K -$10.7K -36 -4%
BMCM
1267
Bryn Mawr Capital Management
Pennsylvania
$243K -$35.5K -120 -12%
HFAS
1268
Hummer Financial Advisory Services
Illinois
$242K – – –
AO
1269
Advisor OS
Illinois
$242K -$4.73K -16 -2%
GCP
1270
GSA Capital Partners
United Kingdom
$242K -$316K -1,067 -56%
CAM
1271
Carret Asset Management
New York
$242K -$1.18K -4 -0.5%
FWM
1272
Focused Wealth Management
New York
$240K +$1.18K +4 +0.5%
HWA
1273
HCR Wealth Advisors
California
$240K – – –
GHAM
1274
Gilman Hill Asset Management
Connecticut
$240K – – –
QWP
1275
Quotient Wealth Partners
Texas
$238K -$31.4K -106 -11%