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Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
2051
The Family Firm
Maryland
$261K +$8.78K +91 +3%
FMTC
2052
Farmers & Merchants Trust Company
California
$261K – – –
AWM
2053
Aberdeen Wealth Management
Illinois
$260K +$16K +166 +6%
TFCP
2054
Twin Focus Capital Partners
Massachusetts
$260K +$2.8K +29 +1%
AIA
2055
Angeles Investment Advisors
California
$259K +$268K +2,781 New
HP
2056
Hyperion Partners
Pennsylvania
$256K +$265K +2,746 New
CWM
2057
Calamos Wealth Management
Illinois
$255K -$2.03K -21 -0.8%
NIMI
2058
Natixis Investment Managers International
France
$255K -$45.4K -471 -15%
PIA
2059
Powell Investment Advisors
Florida
$253K +$7.72K +80 +3%
FWA
2060
FSM Wealth Advisors
Ohio
$253K +$1.54K +16 +0.6%
RWMH
2061
Riverpoint Wealth Management Holdings
Illinois
$252K +$1.45K +15 +0.6%
SWA
2062
SOA Wealth Advisors
New York
$252K +$579 +6 +0.2%
NJBEST
2063
New Jersey Better Educational Savings Trust
New Jersey
$252K – – –
RG
2064
Renaissance Group
Kentucky
$251K -$16.6K -172 -6%
AA
2065
Advisory Alpha
Michigan
$251K -$119K -1,237 -31%
MSFS
2066
Main Street Financial Solutions
Pennsylvania
$251K +$17.2K +178 +7%
BMO
2067
Beck Mack & Oliver
New York
$251K – – –
AWA
2068
Amplius Wealth Advisors
Pennsylvania
$250K -$30.4K -315 -11%
SCM
2069
Stonehearth Capital Management
Massachusetts
$250K +$868 +9 +0.3%
PSP
2070
Principal Street Partners
Tennessee
$250K +$14.1K +146 +6%
PWMA
2071
Pension & Wealth Management Advisors
Massachusetts
$249K +$258K +2,676 New
TCBWMS
2072
Texas Capital Bank Wealth Management Services
Texas
$249K -$8.83M -91,519 -97%
BHPW
2073
Beverly Hills Private Wealth
California
$249K +$258K +2,671 New
FMP
2074
Financial Management Professionals
Texas
$248K -$119K -1,236 -32%
APW
2075
Aurora Private Wealth
New Jersey
$248K -$53.6K -556 -17%
81 82
83
84 85