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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
2101
Biltmore Family Office
North Carolina
$356K +$81.8K +156 +29%
RBC
2102
Romano Brothers & Co
Illinois
$356K +$18.4K +35 +5%
CWM
2103
C2C Wealth Management
Arizona
$356K
LWM
2104
LJI Wealth Management
Indiana
$355K +$60.9K +116 +20%
JF
2105
Jump Financial
Illinois
$355K +$366K +697 New
SSWM
2106
Strait & Sound Wealth Management
California
$355K +$11.5K +22 +3%
IDBONY
2107
Israel Discount Bank of New York
New York
$353K -$8.92K -17 -2%
DIM
2108
DC Investments Management
Virginia
$353K
BSSFA
2109
Baron Silver Stevens Financial Advisors
Florida
$353K +$22K +42 +6%
PFA
2110
Pathway Financial Advisors
Vermont
$353K
PFWA
2111
Paces Ferry Wealth Advisors
Georgia
$352K +$2.1K +4 +0.6%
CCA
2112
Conestoga Capital Advisors
Pennsylvania
$352K
SICM
2113
Sustainable Insight Capital Management
New York
$351K +$361K +689 New
CAMV
2114
Concord Asset Management (Virginia)
Virginia
$351K +$361K +688 New
GSIS
2115
Global Strategic Investment Solutions
Arizona
$350K
MKA
2116
M. Kulyk & Associates
Georgia
$350K -$137K -261 -28%
TA
2117
TruWealth Advisors
Louisiana
$350K +$35.7K +68 +11%
LFM
2118
LGT Fund Management
Liechtenstein
$349K +$89.2K +170 +34%
FWM
2119
Forza Wealth Management
Florida
$348K
SC
2120
Soundwatch Capital
Connecticut
$348K +$52.5K +100 +17%
AP
2121
Adero Partners
California
$347K +$71.9K +137 +25%
GCS
2122
Gordian Capital (Singapore)
Singapore
$347K +$105K +200 +43%
SVWAG
2123
Sound View Wealth Advisors Group
Georgia
$346K +$15.7K +30 +5%
SL
2124
Summitry LLC
California
$346K -$22K -42 -6%
RIA
2125
Realta Investment Advisors
Delaware
$345K