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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1001
Beaumont Financial Advisors
Massachusetts
$279K +$6.79K +34 +2%
PCM
1002
Prelude Capital Management
New York
$279K +$279K +1,395 New
PMFA
1003
Plante Moran Financial Advisors
Michigan
$276K -$3.2K -16 -1%
W
1004
WealthStone
Ohio
$276K +$3.6K +18 +1%
MCM
1005
Monarch Capital Management
Indiana
$274K -$3.4K -17 -1%
PWPS
1006
Pinnacle Wealth Planning Services
Ohio
$274K -$1.8K -9 -0.7%
SNBOSD
1007
Security National Bank of So Dak
Iowa
$273K -$1.8K -9 -0.7%
AWM
1008
Aries Wealth Management
Maine
$273K +$17K +85 +7%
AAP
1009
Arax Advisory Partners
Colorado
$270K +$15.8K +79 +6%
DY
1010
Dowling & Yahnke
California
$266K -$7.19K -36 -3%
DJSG
1011
D.J. St. Germain
Massachusetts
$266K – – –
MPW
1012
Monterey Private Wealth
California
$266K – – –
FI
1013
Fosun International
China
$265K -$210K -1,051 -44%
BP
1014
Ballentine Partners
Massachusetts
$263K -$36.4K -182 -12%
CCA
1015
Conestoga Capital Advisors
Pennsylvania
$263K – – –
MFG
1016
Merit Financial Group
Georgia
$263K – – –
ST
1017
Smithfield Trust
Pennsylvania
$262K +$8.99K +45 +4%
GC
1018
Grace Capital
Massachusetts
$262K +$71.9K +360 +38%
TA
1019
Tiedemann Advisors
New York
$261K -$599 -3 -0.2%
RWP
1020
RWA Wealth Partners
Massachusetts
$260K +$400 +2 +0.2%
BCM
1021
Bayesian Capital Management
New York
$260K +$260K +1,300 New
PCG
1022
Private Capital Group
Connecticut
$259K -$233K -1,164 -47%
MSAM
1023
Moloney Securities Asset Management
Missouri
$258K +$32.8K +164 +15%
CM
1024
Capital Management
Virginia
$257K – – –
PWAP
1025
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$257K +$200 +1 +0.1%