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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
2751
Biltmore Family Office
North Carolina
$2.25M +$75.3K +440 +3%
FCMA
2752
Foresight Capital Management Advisors
Michigan
$2.25M +$2.31M +13,500 New
CSIA
2753
Conrad Siegel Investment Advisors
Pennsylvania
$2.25M +$2.34M +13,700 New
GC
2754
Gilbert & Cook
Iowa
$2.25M +$794K +4,640 +52%
PHAM
2755
Palisades Hudson Asset Management
Florida
$2.24M +$13.7K +80 +0.6%
BMWM
2756
Brown Miller Wealth Management
Virginia
$2.24M +$103K +600 +5%
LAI
2757
Legal Advantage Investments
California
$2.23M -$34.2K -200 -1%
CCA
2758
Column Capital Advisors
Indiana
$2.23M +$308K +1,800 +16%
CA
2759
Corrado Advisors
New Jersey
$2.22M +$24K +140 +1%
SC
2760
Seldon Capital
California
$2.22M +$2.28M +13,320 New
ACP
2761
Arcus Capital Partners
Georgia
$2.22M +$202K +1,180 +10%
RCG
2762
Ruane, Cunniff & Goldfarb
New York
$2.2M
CWM
2763
Cabot Wealth Management
Massachusetts
$2.2M +$61.6K +360 +3%
TSW
2764
Thompson Siegel & Walmsley
Virginia
$2.2M +$1.11M +6,480 +96%
CWM
2765
Concentric Wealth Management
California
$2.2M -$71.9K -420 -3%
HC
2766
Hamilton Capital
Ohio
$2.2M +$1.05M +6,160 +88%
AIFAIM
2767
American Institute for Advanced Investment Management
Arizona
$2.19M -$54.8K -320 -2%
HWA
2768
HHM Wealth Advisors
Tennessee
$2.19M -$71.9K -420 -3%
SWM
2769
Sugarloaf Wealth Management
Georgia
$2.19M +$157K +920 +8%
SCM
2770
Spreng Capital Management
Ohio
$2.19M +$493K +2,880 +28%
CSB
2771
City State Bank
Iowa
$2.18M +$2.24M +13,100 New
BCM
2772
Brasada Capital Management
Texas
$2.18M -$246K -1,440 -10%
PWA
2773
Primoris Wealth Advisors
Florida
$2.18M +$2.24M +13,060 New
BCM
2774
Boltwood Capital Management
California
$2.17M -$27.4K -160 -1%
BWA
2775
Bordeaux Wealth Advisors
California
$2.16M +$1.67M +9,780 +306%