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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
726
Biltmore Family Office
North Carolina
$235K – – –
DAS
727
Dynamic Advisor Solutions
Arizona
$235K +$228K +1,227 New
AIM
728
Anchor Investment Management
South Carolina
$234K -$17.5K -94 -7%
MSFP
729
Mark Sheptoff Financial Planning
Connecticut
$230K – – –
PWP
730
Principle Wealth Partners
Connecticut
$229K -$116K -625 -34%
IC
731
Inscription Capital
Texas
$229K -$108K -580 -33%
FMBTD
732
First Midwest Bank Trust Division
Illinois
$226K +$219K +1,179 New
SW
733
SlateStone Wealth
Florida
$226K +$219K +1,180 New
AWA
734
Arkadios Wealth Advisors
Georgia
$225K – – –
TSW
735
Thompson Siegel & Walmsley
Virginia
$225K – – –
TFS
736
TrustCore Financial Services
Tennessee
$224K +$23.8K +128 +12%
SPWG
737
Sage Private Wealth Group
Illinois
$221K +$1.12K +6 +0.5%
QCM
738
Quest Capital Management
Texas
$221K +$214K +1,152 New
AIM
739
Axiom Investment Management
New York
$220K +$213K +1,146 New
Qube Research & Technologies (QRT)
740
Qube Research & Technologies (QRT)
United Kingdom
$219K -$3.26M -17,511 -94%
RGC
741
Roberts, Glore & Co
Illinois
$219K -$18.6K -100 -8%
AIC
742
Ameritas Investment Company
Nebraska
$219K +$45K +242 +37%
ATC
743
Argent Trust Co
Tennessee
$219K +$212K +1,141 New
B
744
Bailard
California
$219K +$212K +1,142 New
PP
745
PDS Planning
Ohio
$219K +$213K +1,144 New
RMAM
746
Raab & Moskowitz Asset Management
New Jersey
$217K +$211K +1,134 New
BJL
747
Brighton Jones LLC
Washington
$216K +$209K +1,126 New
1SB
748
1ST Source Bank
Indiana
$216K +$210K +1,131 New
SWA
749
SOA Wealth Advisors
New York
$214K +$18.4K +99 +10%
GSWM
750
Golden State Wealth Management
California
$214K +$207K +1,114 New