Name Holding Trade Value Shares
Change
Change in
Stake
FC
851
Financial Consulate
Maryland
$332K +$436 +2 +0.1%
ST
852
Somerset Trust
Pennsylvania
$330K +$22.4K +103 +7%
SFWC
853
Strategic Family Wealth Counselors
New Jersey
$329K +$1.09K +5 +0.3%
AC
854
Avestar Capital
New York
$329K +$21.4K +98 +7%
NFG
855
Northeast Financial Group
Pennsylvania
$329K – – –
CI
856
Conning Inc
Connecticut
$326K -$218 -1 -0.1%
EWM
857
Evercore Wealth Management
New York
$326K – – –
RZH
858
Relyea Zuckerberg Hanson
Connecticut
$326K +$45.8K +210 +16%
SFI
859
Siemens Fonds Invest
Germany
$325K -$11.3K -52 -3%
BMC
860
Beaton Management Company
Massachusetts
$325K – – –
OBGC
861
O'Brien Greene & Co
Pennsylvania
$324K – – –
MA
862
Montag & Associates
Georgia
$323K -$21.8K -100 -6%
LG
863
LaFleur & Godfrey
Michigan
$323K – – –
NFG
864
Nadler Financial Group
Illinois
$323K – – –
STC
865
Sarah T. Connolly
$323K – – –
MCWS
866
McKinley Carter Wealth Services
West Virginia
$323K +$13.1K +60 +4%
RPC
867
Rossmore Private Capital
Connecticut
$323K +$45.3K +208 +16%
LRPA
868
L. Roy Papp & Associates
Arizona
$322K – – –
IA
869
Integrity Advisory
Kansas
$318K -$2.62K -12 -0.8%
BB
870
Berkshire Bank
Massachusetts
$318K – – –
CL
871
CPWM LLC
Washington
$318K +$67.8K +311 +27%
JCM
872
J2 Capital Management
Michigan
$317K -$153K -700 -32%
FMAEN1
873
Fund Management at Engine No 1
California
$317K +$53K +243 +20%
BAM
874
Belpointe Asset Management
Nevada
$316K -$28.5K -131 -8%
MNBTD
875
Moody National Bank Trust Division
Texas
$316K +$320K +1,467 New