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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
1801
Biltmore Family Office
North Carolina
$362K -$29.6K -122 -7%
ACA
1802
Ascension Capital Advisors
Texas
$362K +$970 +4 +0.3%
CM
1803
Caption Management
Oklahoma
$361K -$7.66M -31,587 -95%
CJFS
1804
Coulter & Justus Financial Services
Tennessee
$361K
C
1805
Certuity
Florida
$360K -$89.9K -371 -19%
CAL
1806
Capital Analysts LLC
Pennsylvania
$360K +$5.09K +21 +1%
TFA
1807
Teamwork Financial Advisors
Texas
$359K -$2.47M -10,191 -86%
AWAP
1808
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$358K -$8K -33 -2%
GWANC
1809
Guardian Wealth Advisors (North Carolina)
North Carolina
$357K +$13.1K +54 +4%
TC
1810
Titleist Capital
Texas
$356K -$46.3K -191 -11%
SP
1811
Successful Portfolios
Florida
$356K
JCM
1812
Jag Capital Management
Missouri
$355K
BWA
1813
BDO Wealth Advisors
Florida
$354K -$5.82K -24 -2%
FAM
1814
Fenimore Asset Management
New York
$353K
WFM
1815
Wolff Financial Management
Michigan
$353K
GLA
1816
Good Life Advisors
Pennsylvania
$352K +$60.8K +251 +19%
DFS
1817
Dixon Fnancial Services
California
$351K -$121K -500 -24%
BAM
1818
Baldrige Asset Management
Pennsylvania
$351K
IC
1819
Inverness Counsel
New York
$351K +$377K +1,556 New
EWA
1820
ERTS Wealth Advisors
Michigan
$349K -$970 -4 -0.3%
TFCP
1821
Twin Focus Capital Partners
Massachusetts
$349K
WFA
1822
West Financial Advisors
Iowa
$349K
CFA
1823
CWS Financial Advisors
Michigan
$348K +$1.7K +7 +0.5%
CAAS
1824
Capital Asset Advisory Services
Michigan
$347K +$12.6K +52 +3%
EFS
1825
Econ Financial Services
Pennsylvania
$347K +$373K +1,540 New