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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1576
Biltmore Wealth Management
Arizona
$483K -$46.7K -1,175 -9%
EFG
1577
Ethos Financial Group
Pennsylvania
$482K
CIC
1578
Chilton Investment Company
Connecticut
$482K
GA
1579
GraniteShares Advisors
New York
$480K -$18K -453 -4%
RSA
1580
River Street Advisors
Illinois
$479K -$56K -1,409 -11%
SW
1581
SkyOak Wealth
Michigan
$479K -$39.7K -1,000 -8%
MSR
1582
Main Street Research
Connecticut
$478K +$45K +1,132 +11%
BFO
1583
Biltmore Family Office
North Carolina
$477K -$7.59K -191 -2%
BMC
1584
Beaton Management Company
Massachusetts
$477K +$20.6K +519 +5%
EIP
1585
Ellis Investment Partners
Pennsylvania
$477K +$31.8K +801 +8%
SFM
1586
Systematic Financial Management
New Jersey
$474K
PWM
1587
Prentice Wealth Management
New York
$473K +$49.7K +1,252 +12%
SA
1588
Strategic Advisors
New York
$471K -$199 -5 -0%
VAM
1589
Verity Asset Management
North Carolina
$471K -$51.1K -1,286 -10%
MCM
1590
Manchester Capital Management
Vermont
$471K -$902K -22,720 -67%
FW
1591
FirstPurpose Wealth
Utah
$469K -$23.5K -591 -5%
CC
1592
Constitution Capital
Connecticut
$468K -$31.8K -800 -7%
AP
1593
Appleton Partners
Massachusetts
$467K +$49.6K +1,250 +13%
IDBONY
1594
Israel Discount Bank of New York
New York
$467K -$96.9K -2,439 -18%
AFG
1595
Allegheny Financial Group
Pennsylvania
$466K -$485K -12,217 -52%
ECG
1596
Edge Capital Group
Georgia
$465K +$4.69K +118 +1%
FOA
1597
Five Oceans Advisors
California
$465K +$5.8K +146 +1%
ECM
1598
Estabrook Capital Management
New York
$464K -$11.2K -281 -2%
VIM
1599
VELA Investment Management
Ohio
$464K
AWE
1600
Avidian Wealth Enterprises
Texas
$463K -$82.6K -2,080 -16%