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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2101
Carson Advisory
Georgia
$1.18M -$52.3K -334 -5%
WC
2102
Westhampton Capital
North Carolina
$1.18M -$9.39K -60 -0.8%
BFO
2103
Biltmore Family Office
North Carolina
$1.17M +$773K +4,938 +238%
PJSIMP
2104
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.17M -$73.3K -468 -6%
III
2105
Independent Investors Inc
New York
$1.17M +$125K +800 +13%
SHF
2106
Safe Harbor Fiduciary
Florida
$1.17M -$4.23K -27 -0.4%
MCM
2107
Mork Capital Management
California
$1.17M – – –
CP
2108
Canopy Partners
Ohio
$1.16M +$626 +4 +0.1%
CWM
2109
Castle Wealth Management
Florida
$1.16M +$104K +666 +11%
ADBIC
2110
A.D. Beadell Investment Counsel
Wisconsin
$1.16M +$25.2K +161 +2%
FFA
2111
Fortune Financial Advisors
Kansas
$1.16M +$67.6K +432 +7%
WMA
2112
West Michigan Advisors
Michigan
$1.16M -$164K -1,046 -13%
BFC
2113
Bedel Financial Consulting
Indiana
$1.15M +$2.97K +19 +0.2%
DA
2114
Denali Advisors
California
$1.15M +$15.7K +100 +1%
T
2115
Tidemark
California
$1.15M +$626 +4 +0.1%
NQWM
2116
Northwest Quadrant Wealth Management
Oregon
$1.15M +$8.3K +53 +0.8%
SVCP
2117
Silicon Valley Capital Partners
California
$1.15M +$23.3K +149 +2%
MCA
2118
MSH Capital Advisors
Arizona
$1.15M +$25.8K +165 +2%
AFM
2119
Abbot Financial Management
Massachusetts
$1.14M +$783 +5 +0.1%
DBRC
2120
D.B. Root & Company
Pennsylvania
$1.14M +$65.3K +417 +7%
DE
2121
Diversified Enterprises
Delaware
$1.14M +$173K +1,106 +19%
HWA
2122
Heartwood Wealth Advisors
Virginia
$1.13M +$89.1K +569 +9%
EDRH
2123
Edmond de Rothschild Holding
Switzerland
$1.13M -$137K -874 -11%
VCM
2124
Versant Capital Management
Arizona
$1.13M +$345K +2,205 +49%
MW
2125
MBL Wealth
North Carolina
$1.12M +$64.3K +411 +7%
83 84
85
86 87