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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
651
Biltmore Family Office
North Carolina
$298K
V
652
VeraBank
Texas
$297K
AWM
653
Avior Wealth Management
Nebraska
$296K +$275K +1,158 New
IDBONY
654
Israel Discount Bank of New York
New York
$296K -$208K -877 -43%
BSAM
655
Blue Square Asset Management
New York
$294K
AAP
656
Arax Advisory Partners
Colorado
$289K +$5.7K +24 +2%
PP
657
PDS Planning
Ohio
$288K -$3.09K -13 -1%
KFC
658
Klingenstein Fields & Co
New York
$288K
T
659
TOBAM
France
$287K +$62.9K +265 +31%
BAAM
660
Baker Avenue Asset Management
California
$287K +$3.8K +16 +1%
RWM
661
Ritholtz Wealth Management
New York
$287K +$21.1K +89 +9%
NFG
662
Nadler Financial Group
Illinois
$285K +$475 +2 +0.2%
HIIFS
663
Harel Insurance Investments & Financial Services
Israel
$285K +$227K +954 +600%
LSAG
664
Lake Street Advisors Group
New Hampshire
$284K +$1.43K +6 +0.5%
HCMT
665
Highland Capital Management (Tennessee)
Tennessee
$278K
PWG
666
Portside Wealth Group
Utah
$277K +$16.9K +71 +7%
MCCA
667
Mill Creek Capital Advisors
Pennsylvania
$277K
TCOT
668
Trust Company of Toledo
Ohio
$276K +$257K +1,081 New
LF
669
Lee Financial
Texas
$276K
EWA
670
EverSource Wealth Advisors
Alabama
$270K -$6.41K -27 -2%
RWP
671
RWA Wealth Partners
Massachusetts
$268K -$10.9K -46 -4%
FL
672
Fort LP
Maryland
$267K +$38.2K +161 +18%
BAM
673
Belpointe Asset Management
Nevada
$265K +$246K +1,035 New
FFWA
674
Forthright Family Wealth Advisory
Texas
$261K
HT
675
Headlands Technologies
Illinois
$258K +$239K +1,008 New