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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
1851
Biltmore Family Office
North Carolina
$386K +$12K +49 +3%
GLA
1852
Good Life Advisors
Pennsylvania
$386K -$491 -2 -0.1%
T
1853
TNF
Montana
$385K -$9.33K -38 -2%
CAL
1854
Capital Analysts LLC
Pennsylvania
$383K +$26K +106 +7%
SP
1855
Successful Portfolios
Florida
$381K
BB
1856
Berkshire Bank
Massachusetts
$381K -$85.9K -350 -18%
TAM
1857
Taurus Asset Management
New York
$381K -$49.1K -200 -11%
RIS
1858
Retirement Income Solutions
Michigan
$380K -$9.08K -37 -2%
WFM
1859
Wolff Financial Management
Michigan
$379K
FAM
1860
Fenimore Asset Management
New York
$378K
MCWS
1861
McKinley Carter Wealth Services
West Virginia
$377K +$17.4K +71 +5%
SSW
1862
Stone Summit Wealth
Florida
$376K -$28.2K -115 -7%
SCM
1863
Spreng Capital Management
Ohio
$376K -$27.5K -112 -7%
GSC
1864
Ground Swell Capital
South Carolina
$376K +$381K +1,554 New
BAM
1865
Baldrige Asset Management
Pennsylvania
$375K -$5.16K -21 -1%
FFBTD
1866
First Financial Bank - Trust Division
Ohio
$375K -$6.63K -27 -2%
CFA
1867
CWS Financial Advisors
Michigan
$374K +$15.5K +63 +4%
TFCP
1868
Twin Focus Capital Partners
Massachusetts
$374K
AI
1869
Accredited Investors
Minnesota
$373K +$491 +2 +0.1%
CST
1870
Charles Schwab Trust
Nevada
$373K
PIA
1871
Petredis Investment Advisors
Pennsylvania
$372K
IAS
1872
Insigneo Advisory Services
Florida
$372K +$59.2K +241 +19%
EP
1873
Edgestream Partners
New Jersey
$372K -$626K -2,549 -62%
SQA
1874
Simon Quick Advisors
New Jersey
$370K +$89.1K +363 +31%
CAM
1875
Cozad Asset Management
Illinois
$370K