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Name Holding Trade Value Shares
Change
Change in
Stake
SCI
1301
S&CO Inc
Massachusetts
$228K – – –
PCS
1302
Personal CFO Solutions
New Jersey
$228K -$733K -2,301 -74%
CA
1303
Claris Advisors
Missouri
$227K +$14.3K +45 +6%
TA
1304
TFB Advisors
Kansas
$226K -$37.3K -117 -12%
FNT
1305
First National Trust
Pennsylvania
$226K -$26.1K -82 -9%
PCM
1306
Parsons Capital Management
Rhode Island
$226K -$223K -700 -46%
KFSC
1307
Keystone Financial Services (Colorado)
Colorado
$226K – – –
EA
1308
Everpar Advisors
Oklahoma
$225K -$51.6K -162 -17%
APWA
1309
Atlas Private Wealth Advisors
New Jersey
$225K – – –
CNB
1310
Camden National Bank
Maine
$225K -$196K -614 -43%
MF
1311
Montis Financial
Massachusetts
$225K +$259K +814 New
BWP
1312
Balboa Wealth Partners
Arizona
$225K -$3.83K -12 -1%
FWM
1313
Focused Wealth Management
New York
$224K +$1.27K +4 +0.5%
HWA
1314
HCR Wealth Advisors
California
$224K – – –
HVIA
1315
Hudson Valley Investment Advisors
New York
$224K -$3.19K -10 -1%
RMDI
1316
R.M. Davis Inc
Maine
$224K +$7.01K +22 +3%
BMC
1317
Benin Management Corp
Connecticut
$222K – – –
SB
1318
Strategic Blueprint
Georgia
$222K +$23K +72 +10%
PFPT
1319
Pinnacle Financial Partners (Tennessee)
Tennessee
$222K +$53.9K +169 +27%
CPA
1320
Capital Planning Advisors
California
$221K -$798K -2,502 -76%
CA
1321
Cullinan Associates
Kentucky
$221K – – –
DMBA
1322
Deseret Mutual Benefit Administrators
Utah
$221K +$15.6K +49 +7%
SI
1323
Sava Infond
Slovenia
$221K +$255K +800 New
WIC
1324
Woodmont Investment Counsel
Tennessee
$219K +$319 +1 +0.1%
TWM
1325
TCFG Wealth Management
California
$218K -$2.23K -7 -0.9%