Name Holding Trade Value Shares
Change
Change in
Stake
BFO
1751
Biltmore Family Office
North Carolina
$285K +$271K +575 New
CPIA
1752
Cornell Pochily Investment Advisors
New York
$285K -$85.4K -181 -24%
BWP
1753
Baldwin Wealth Partners
Massachusetts
$285K -$64.6K -137 -19%
JIP
1754
Jaffetilchin Investment Partners
Florida
$284K +$270K +573 New
FHC
1755
First Horizon Corporation
Tennessee
$283K -$32.1K -68 -11%
IHL
1756
Investment House LLC
California
$281K – – –
SP
1757
Stonebrook Private
Michigan
$280K +$26.9K +57 +11%
CG
1758
Curat Global
New Hampshire
$280K – – –
FOA
1759
Five Oceans Advisors
California
$280K +$5.19K +11 +2%
IIC
1760
Integrated Investment Consultants
Michigan
$280K +$266K +564 New
SAI
1761
Systematic Alpha Investments
New Jersey
$280K – – –
CWA
1762
CJM Wealth Advisers
Virginia
$279K +$6.13K +13 +2%
SWM
1763
SHP Wealth Management
Massachusetts
$278K +$43.4K +92 +20%
NSG
1764
Nalls Sherbakoff Group
Tennessee
$278K +$944 +2 +0.4%
AU
1765
AlphaGrep UK
$278K +$3.3K +7 +1%
CWA
1766
Centennial Wealth Advisory
Michigan
$278K +$264K +560 New
DWM
1767
DecisionMap Wealth Management
Virginia
$277K -$7.55K -16 -3%
SDWIA
1768
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$277K – – –
KFAS
1769
Keating Financial Advisory Services
Kansas
$277K +$27.4K +58 +12%
SFS
1770
Stiles Financial Services
Minnesota
$277K -$12.7K -27 -5%
ESB
1771
Essex Savings Bank
Connecticut
$276K +$3.3K +7 +1%
PWC
1772
Pathfinder Wealth Consulting
North Carolina
$275K – – –
FTC
1773
Farmers Trust Company
Ohio
$275K +$16K +34 +7%
DWM
1774
Drive Wealth Management
Utah
$274K +$261K +553 New
SOS
1775
Silver Oak Securities
Tennessee
$274K +$6.61K +14 +3%