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Name Holding Trade Value Shares
Change
Change in
Stake
W
1001
WealthStone
Ohio
$271K +$264K +1,362 New
AP
1002
Advisors Preferred
Maryland
$270K +$261K +1,350 New
MPW
1003
Monterey Private Wealth
California
$265K – – –
SW
1004
StrongBox Wealth
Missouri
$265K +$4.45K +23 +2%
DJSG
1005
D.J. St. Germain
Massachusetts
$265K +$8.33K +43 +3%
OSAM
1006
O'Shaughnessy Asset Management
Connecticut
$265K +$228K +1,177 +754%
FAIM
1007
Financial Advocates Investment Management
Washington
$263K +$256K +1,323 New
TA
1008
Tiedemann Advisors
New York
$262K -$5.42K -28 -2%
CCA
1009
Conestoga Capital Advisors
Pennsylvania
$262K – – –
MFG
1010
Merit Financial Group
Georgia
$262K – – –
RWP
1011
RWA Wealth Partners
Massachusetts
$259K +$252K +1,300 New
CM
1012
Capital Management
Virginia
$256K – – –
CLOS
1013
Compagnie Lombard Odier SCmA
Switzerland
$256K – – –
PWAP
1014
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$256K – – –
AWM
1015
Aries Wealth Management
Maine
$255K +$248K +1,281 New
PVWM
1016
Point View Wealth Management
New Jersey
$255K +$248K +1,281 New
AAP
1017
Arax Advisory Partners
Colorado
$253K +$86.9K +449 +55%
GSWM
1018
Golden State Wealth Management
California
$253K +$237K +1,226 +2,609%
NB
1019
Nicolet Bankshares
Wisconsin
$252K +$245K +1,265 New
ST
1020
Smithfield Trust
Pennsylvania
$251K +$31.2K +161 +15%
BHTS
1021
Bar Harbor Trust Services
Maine
$251K +$244K +1,262 New
CWP
1022
CFM Wealth Partners
Texas
$250K -$31.9K -165 -12%
HSA
1023
HBK Sorce Advisory
Pennsylvania
$250K +$243K +1,256 New
BCWM
1024
Bartlett & Co Wealth Management
Ohio
$249K +$37.2K +192 +18%
BC
1025
Bartlett & Co
Ohio
$249K +$37.2K +192 +18%