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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
2101
Biltmore Family Office
North Carolina
$275K
W
2102
Wealthquest
Ohio
$275K +$22.5K +36 +8%
HBT
2103
Hills Bank & Trust
Iowa
$274K +$148K +236 +96%
TIAM2
2104
Tru Independence Asset Management 2
Oregon
$273K -$91.3K -146 -23%
PP
2105
Patron Partners
Texas
$273K +$26.9K +43 +10%
PFA
2106
Plotkin Financial Advisors
Maryland
$272K +$300K +480 New
TA
2107
Trellis Advisors
Washington
$272K -$6.25K -10 -2%
VDI
2108
Vaughan David Investments
Illinois
$272K +$15.6K +25 +5%
CCP
2109
Cassia Capital Partners
North Carolina
$271K -$3.29M -5,270 -92%
HFP
2110
Holistic Financial Partners
Indiana
$269K
KPCM
2111
Kings Point Capital Management
New York
$269K +$93.8K +150 +46%
RTS
2112
Round Table Services
New Jersey
$269K +$296K +474 New
BHTS
2113
Bar Harbor Trust Services
Maine
$268K -$3.13K -5 -1%
CCM
2114
Cohen Capital Management
California
$268K
CAI
2115
Capital Advisors Inc
Oklahoma
$268K +$32.5K +52 +12%
WP
2116
WealthShield Partners
North Carolina
$268K +$41.3K +66 +16%
RGF
2117
Retirement Guys Formula
Ohio
$267K +$294K +471 New
ORI
2118
Oak Ridge Investments
Illinois
$266K +$3.13K +5 +1%
FRA
2119
Front Row Advisors
California
$266K +$10.6K +17 +4%
FA
2120
Financial Avengers
California
$265K +$270K +432 +1,234%
ZIG
2121
Zuckerman Investment Group
Illinois
$264K +$291K +466 New
JGIA
2122
Jackson Grant Investment Advisers
Connecticut
$263K
AB
2123
Atlas Brown
Kentucky
$261K
BWM
2124
BerganKDV Wealth Management
Minnesota
$261K
GCS
2125
Gordian Capital (Singapore)
Singapore
$261K +$288K +460 New