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Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
1051
Beacon Investment Advisory Services
New Jersey
$285K
ADMI
1052
Albert D. Mason Inc
Massachusetts
$284K -$22.1K -288 -7%
WF
1053
Welch & Forbes
Massachusetts
$284K -$10K -131 -3%
PCM
1054
Parsons Capital Management
Rhode Island
$283K
BS
1055
Brighton Securities
New York
$282K +$296K +3,867 New
CRI
1056
Colonial River Investments
Virginia
$281K -$153 -2 -0.1%
MFG
1057
Magnus Financial Group
New York
$281K +$295K +3,849 New
TC
1058
Trilogy Capital
California
$279K +$842 +11 +0.3%
NIM
1059
Northeast Investment Management
Massachusetts
$279K
RSWM
1060
Robertson Stephens Wealth Management
California
$278K -$6.43K -84 -2%
MCM
1061
Mattern Capital Management
Colorado
$275K
KDA
1062
Kraft Davis & Associates
Missouri
$274K -$4.06K -53 -1%
CFP
1063
Cascade Financial Partners
California
$273K
CAM
1064
Covenant Asset Management
New Jersey
$273K
BBW
1065
Blue Barn Wealth
Utah
$271K -$3.83K -50 -1%
MWM
1066
Modera Wealth Management
New Jersey
$271K -$133K -1,732 -32%
OFS
1067
OneAscent Financial Services
Alabama
$271K -$143K -1,867 -33%
AT
1068
Avalon Trust
New Mexico
$270K
FG
1069
Fiduciary Group
Georgia
$270K -$38.3K -500 -12%
SW
1070
SkyOak Wealth
Michigan
$270K +$283K +3,700 New
CBT
1071
Crews Bank & Trust
Florida
$268K
BH
1072
Burk Holdings
Oklahoma
$267K
AAG
1073
Armstrong Advisory Group
Massachusetts
$267K +$15.3K +200 +6%
S
1074
Sunpointe
Missouri
$267K -$8.88K -116 -3%
CT
1075
Caldwell Trust
Florida
$267K