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Name Holding Trade Value Shares
Change
Change in
Stake
TFF
1001
The Family Firm
Maryland
$239K
AA
1002
Alta Advisers
United Kingdom
$237K
BHBT
1003
Burke & Herbert Bank & Trust
Virginia
$237K
PFP
1004
Paragon Financial Partners
California
$237K
PTC
1005
Private Trust Company
Ohio
$236K -$1.85K -4 -0.8%
AIA
1006
Alera Investment Advisors
Illinois
$235K +$3.24K +7 +1%
TWA
1007
TCI Wealth Advisors
Arizona
$235K -$3.71K -8 -2%
DOA
1008
D'Orazio & Associates
Virginia
$233K +$228K +492 New
SFG
1009
Shum Financial Group
California
$231K +$232K +500 New
PGFC
1010
Peapack-Gladstone Financial Corp
New Jersey
$230K -$1.85K -4 -0.8%
CWAG
1011
Compton Wealth Advisory Group
Virginia
$230K
EL
1012
EWA LLC
Pennsylvania
$229K -$1.39K -3 -0.6%
GFS
1013
GYL Financial Synergies
Connecticut
$229K +$223K +482 New
BFO
1014
Boston Family Office
Massachusetts
$226K
BTWM
1015
Baker Tilly Wealth Management
Wisconsin
$225K +$220K +475 New
WHCFA
1016
William Howard & Co Financial Advisors
Tennessee
$225K
VA
1017
Valmark Advisers
Ohio
$225K +$220K +474 New
CH
1018
Cromwell Holdings
Wyoming
$224K +$59.3K +128 +37%
BWA
1019
Brave Warrior Advisors
New York
$224K +$218K +471 New
MW
1020
Marcum Wealth
Ohio
$224K +$218K +471 New
TAM
1021
Tocqueville Asset Management
New York
$223K +$218K +470 New
NRD
1022
Nebula Research & Development
New York
$223K +$217K +469 New
CF
1023
Convergence Financial
Missouri
$221K -$119K -256 -35%
MPWT
1024
MassMutual Private Wealth & Trust
Connecticut
$221K +$23.2K +50 +12%
CFO
1025
CVA Family Office
Colorado
$220K +$4.17K +9 +2%