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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
401
Biltmore Family Office
North Carolina
$118K
EPA
402
Element Pointe Advisors
Florida
$117K
LWM
403
Laidlaw Wealth Management
New York
$115K
AWA
404
Arkadios Wealth Advisors
Georgia
$114K +$146K +10,174 New
PI
405
PFG Investments
New York
$114K -$102K -7,094 -41%
CS
406
Capital Square
Tennessee
$113K -$14.4K -1,000 -9%
SFA
407
Sequoia Financial Advisors
Ohio
$112K +$144K +10,005 New
SG
408
Sharper & Granite
California
$112K
BAMF
409
BI Asset Management Fondsmaeglerselskab
Denmark
$101K +$129K +9,006 New
CF
410
Centaurus Financial
California
$100K -$56.1K -3,904 -30%
HI
411
Harbour Investments
Wisconsin
$96.6K +$27.1K +1,885 +28%
BCWM
412
Bartlett & Co Wealth Management
Ohio
$94.5K -$101 -7 -0.1%
Federated Hermes
413
Federated Hermes
Pennsylvania
$93.7K -$20.8K -1,449 -15%
SWM
414
Spire Wealth Management
Virginia
$87.5K +$36.2K +2,518 +48%
Northwestern Mutual Wealth Management
415
Northwestern Mutual Wealth Management
Wisconsin
$86.7K -$42.8K -2,977 -28%
VSQM
416
V-Square Quantitative Management
Illinois
$81.5K +$474 +33 +0.5%
JPWM
417
Jamison Private Wealth Management
Georgia
$80.9K -$6.8K -473 -6%
NFSG
418
Newbridge Financial Services Group
Florida
$79.4K +$47.4K +3,300 +87%
CFGS
419
Concourse Financial Group Securities
Alabama
$77.8K -$26.3K -1,832 -21%
MSFP
420
Mark Sheptoff Financial Planning
Connecticut
$76K -$5.75K -400 -6%
LWCFA
421
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$74.1K
CJ
422
Caitlin John
Michigan
$72.4K -$1.16K -81 -1%
LS
423
Livforsakringsbolaget Skandia
Sweden
$71.8K +$84.8K +5,900 +1,180%
Capstone Investment Advisors
424
Capstone Investment Advisors
New York
$70.2K -$176K -12,216 -66%
CFD
425
Creative Financial Designs
Indiana
$69K