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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
1326
Biltmore Family Office
North Carolina
$205K +$194K +2,101 New
API
1327
Asset Planning Inc
California
$205K
CPCM
1328
Cardinal Point Capital Management
Ontario, Canada
$205K +$194K +2,100 New
CCP
1329
Clarkston Capital Partners
Michigan
$205K +$194K +2,100 New
WTG
1330
West Tower Group
Virginia
$205K +$194K +2,100 New
RCG
1331
Regatta Capital Group
California
$205K -$41.5K -450 -18%
CP
1332
Creekside Partners
California
$205K +$193K +2,093 New
TWG
1333
The Wealth Group
Minnesota
$204K -$40.5K -440 -17%
WIS
1334
Wright Investors Service
Connecticut
$204K +$192K +2,088 New
SL
1335
Summitry LLC
California
$204K -$5.44M -59,019 -97%
DCM
1336
DGS Capital Management
New Jersey
$204K +$192K +2,086 New
WF
1337
Womack Financial
Texas
$203K +$191K +2,077 New
ATFA
1338
All Terrain Financial Advisors
Minnesota
$203K
LCM
1339
Lazari Capital Management
California
$202K +$191K +2,070 New
VFA
1340
Voya Financial Advisors
Connecticut
$202K -$72.6K -788 -28%
ONST
1341
Old North State Trust
North Carolina
$202K -$93.8K -1,018 -33%
GCP
1342
GSA Capital Partners
United Kingdom
$202K +$190K +2,067 New
FWTB
1343
First Western Trust Bank
Colorado
$202K +$190K +2,066 New
LOWM
1344
Laurel Oak Wealth Management
New Jersey
$202K +$190K +2,061 New
SFA
1345
Salus Financial Advisors
Colorado
$201K +$189K +2,054 New
SP
1346
Symmetry Partners
Connecticut
$201K +$189K +2,052 New
LC
1347
Lavelle Capital
California
$200K +$189K +2,050 New
WDL
1348
Well Done LLC
Michigan
$200K +$189K +2,050 New
SWM
1349
Segment Wealth Management
Texas
$200K +$189K +2,047 New
TF
1350
Tompkins Financial
New York
$199K