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Name Holding Trade Value Shares
Change 		Change in
Stake
FMTC
2051
Farmers & Merchants Trust Company
California
$261K – – –
AWM
2052
Aberdeen Wealth Management
Illinois
$260K +$16K +166 +6%
TFCP
2053
Twin Focus Capital Partners
Massachusetts
$260K +$2.8K +29 +1%
AIA
2054
Angeles Investment Advisors
California
$259K +$268K +2,781 New
HP
2055
Hyperion Partners
Pennsylvania
$256K +$265K +2,746 New
CWM
2056
Calamos Wealth Management
Illinois
$255K -$2.03K -21 -0.8%
NIMI
2057
Natixis Investment Managers International
France
$255K -$45.4K -471 -15%
PIA
2058
Powell Investment Advisors
Florida
$253K +$7.72K +80 +3%
FWA
2059
FSM Wealth Advisors
Ohio
$253K +$1.54K +16 +0.6%
RWMH
2060
Riverpoint Wealth Management Holdings
Illinois
$252K +$1.45K +15 +0.6%
SWA
2061
SOA Wealth Advisors
New York
$252K +$579 +6 +0.2%
NJBEST
2062
New Jersey Better Educational Savings Trust
New Jersey
$252K – – –
RG
2063
Renaissance Group
Kentucky
$251K -$16.6K -172 -6%
AA
2064
Advisory Alpha
Michigan
$251K -$119K -1,237 -31%
MSFS
2065
Main Street Financial Solutions
Pennsylvania
$251K +$17.2K +178 +7%
BMO
2066
Beck Mack & Oliver
New York
$251K – – –
AWA
2067
Amplius Wealth Advisors
Pennsylvania
$250K -$30.4K -315 -11%
SCM
2068
Stonehearth Capital Management
Massachusetts
$250K +$868 +9 +0.3%
PSP
2069
Principal Street Partners
Tennessee
$250K +$14.1K +146 +6%
PWMA
2070
Pension & Wealth Management Advisors
Massachusetts
$249K +$258K +2,676 New
TCBWMS
2071
Texas Capital Bank Wealth Management Services
Texas
$249K -$8.83M -91,519 -97%
BHPW
2072
Beverly Hills Private Wealth
California
$249K +$258K +2,671 New
FMP
2073
Financial Management Professionals
Texas
$248K -$119K -1,236 -32%
APW
2074
Aurora Private Wealth
New Jersey
$248K -$53.6K -556 -17%
W
2075
WealthOne
New York
$248K -$9.46K -98 -4%
81 82
83
84 85