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Name Holding Trade Value Shares
Change
Change in
Stake
SRWM
3051
Shira Ridge Wealth Management
California
$7.76M +$165K +730 +2%
FSCM
3052
Front Street Capital Management
Montana
$7.76M -$76.1K -337 -1%
BMC
3053
Beaton Management Company
Massachusetts
$7.75M -$21.5K -95 -0.3%
JFA
3054
JNBA Financial Advisors
Minnesota
$7.74M -$60.8K -269 -0.9%
SKK
3055
Shepherd Kaplan Krochuk
Massachusetts
$7.73M +$9.94K +44 +0.1%
SWM
3056
Shepherd Wealth Management
Ohio
$7.73M +$3.83M +16,949 +145%
FF
3057
Farrell Financial
New York
$7.71M -$25.1K -111 -0.4%
GFWA
3058
Grey Fox Wealth Advisors
Delaware
$7.7M +$94.2K +417 +1%
CCG
3059
Catalina Capital Group
California
$7.69M +$29.6K +131 +0.4%
FSG
3060
Financial Strategies Group
Michigan
$7.68M -$2.45M -10,826 -27%
BC
3061
Bowman & Company
Wisconsin
$7.67M +$69.1K +306 +1%
SP
3062
Saranac Partners
$7.67M +$663K +2,937 +11%
HCM
3063
Hudson Capital Management
New Jersey
$7.66M +$171K +755 +3%
EFA
3064
Edge Financial Advisors
Illinois
$7.65M -$61.2K -271 -0.9%
Betterment LLC
3065
Betterment LLC
New York
$7.65M -$288K -1,276 -4%
KCPT
3066
Kingstone Capital Partners Texas
Texas
$7.65M +$7.46K +33 +0.1%
CFCI
3067
Comprehensive Financial Consultants Institutional
Indiana
$7.65M +$51.7K +229 +0.8%
LAS
3068
LWM Advisory Services
Florida
$7.65M +$205K +908 +3%
BCFD
3069
Boit C.F. David
$7.64M
GWWM
3070
Great Waters Wealth Management
Minnesota
$7.64M -$250K -1,106 -4%
MPPW
3071
Mitchell & Pahl Private Wealth
Oklahoma
$7.64M -$57.8K -256 -0.8%
FWM
3072
Fonville Wealth Management
Virginia
$7.64M +$57.6K +255 +0.9%
BFWA
3073
Benchmark Financial Wealth Advisors
Florida
$7.63M +$433K +1,917 +7%
DFA
3074
Davies Financial Advisors
California
$7.61M -$309K -1,368 -4%
TFP
3075
Tilia Fiduciary Partners
North Carolina
$7.61M -$516K -2,283 -7%