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Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1801
Biltmore Family Office
North Carolina
$693K -$21.7K -63 -3%
MFG
1802
MidWestOne Financial Group
Iowa
$690K -$200K -580 -21%
LA
1803
Latitude Advisors
Florida
$688K -$1.91M -5,548 -72%
PP
1804
PDS Planning
Ohio
$688K +$81.3K +236 +12%
CA
1805
Claro Advisors
Massachusetts
$686K +$193K +561 +35%
PMA
1806
Prudent Man Advisors
Illinois
$683K -$9.99K -29 -1%
TCB
1807
Texas Capital Bancshares
Texas
$679K – – –
GWA
1808
GGM Wealth Advisors
Maryland
$678K – – –
HFS
1809
Howard Financial Services
Texas
$672K -$114K -330 -13%
BB
1810
Bell Bank
North Dakota
$671K +$136K +395 +23%
DJSG
1811
D.J. St. Germain
Massachusetts
$670K – – –
EGA
1812
E&G Advisors
Texas
$670K – – –
AIS
1813
American Investment Services
Massachusetts
$670K +$1.03K +3 +0.1%
HHGA
1814
Halbert Hargrove Global Advisors
California
$670K +$38.6K +112 +6%
ALAM
1815
Asahi Life Asset Management
Japan
$669K +$257K +745 +54%
MGWM
1816
Marks Group Wealth Management
Minnesota
$667K -$104K -302 -13%
CT
1817
Cambridge Trust
Massachusetts
$666K -$533K -1,548 -42%
BIM
1818
Baldwin Investment Management
Pennsylvania
$666K +$3.44K +10 +0.5%
CWM
1819
Cordatus Wealth Management
Pennsylvania
$666K +$163K +472 +29%
AB
1820
Atlas Brown
Kentucky
$663K – – –
LF
1821
LifeSteps Financial
California
$662K -$113K -328 -14%
PL
1822
Plancorp LLC
Missouri
$661K +$10.7K +31 +2%
PCP
1823
Proficio Capital Partners
Massachusetts
$660K +$3.44K +10 +0.5%
FFS
1824
Founders Financial Securities
Maryland
$660K +$72.3K +210 +11%
SGCA
1825
Steel Grove Capital Advisors
Tennessee
$657K +$115K +333 +19%
71 72
73
74 75