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Name Holding Trade Value Shares
Change
Change in
Stake
Jacobson & Schmitt Advisors
5826
Jacobson & Schmitt Advisors
Wisconsin
$535K – – –
CF
5827
Calder Financial
Pennsylvania
$534K +$15.4K +54 +3%
Ridgeline Wealth
5828
Ridgeline Wealth
Arizona
$533K -$68.4K -239 -11%
American Wealth Advisors
5829
American Wealth Advisors
Georgia
$533K +$572 +2 +0.1%
Jordan Park Trust
5830
Jordan Park Trust
New Hampshire
$532K -$33.2K -116 -6%
Ironwood Investment Management
5831
Ironwood Investment Management
Massachusetts
$531K – – –
Graetz Wealth
5832
Graetz Wealth
Michigan
$531K -$25.2K -88 -5%
Legacy Advisory Services
5833
Legacy Advisory Services
Pennsylvania
$531K -$8.87K -31 -2%
Paller Financial Services
5834
Paller Financial Services
Colorado
$525K +$14K +49 +3%
Sunrise Financial Services
5835
Sunrise Financial Services
Washington
$522K +$35.2K +123 +7%
N10 Assets
5836
N10 Assets
Connecticut
$522K +$516K +1,805 New
TrueWealth Financial Partners
5837
TrueWealth Financial Partners
Washington
$521K -$3.82M -13,359 -88%
Sound Portfolio Advisors
5838
Sound Portfolio Advisors
Connecticut
$521K – – –
Ramiah Investment Group
5839
Ramiah Investment Group
Wisconsin
$520K +$59.2K +207 +13%
SigFig Wealth Management
5840
SigFig Wealth Management
California
$518K – – –
Crown Oak Advisors
5841
Crown Oak Advisors
California
$517K – – –
Thayer Financial
5842
Thayer Financial
North Carolina
$515K -$220K -770 -30%
Coerente Capital Management
5843
Coerente Capital Management
Ontario, Canada
$514K -$33.5K -117 -6%
IFS Advisors
5844
IFS Advisors
Kansas
$514K -$11.4K -40 -2%
RA
5845
Resolute Advisors
California
$514K -$1.71M -5,976 -77%
OM
5846
OV Management
Minnesota
$512K -$300K -1,049 -37%
Chesapeake Capital Corp
5847
Chesapeake Capital Corp
Florida
$512K +$115K +403 +30%
AdvisorShares Investments
5848
AdvisorShares Investments
Maryland
$510K – – –
Axim Planning & Wealth
5849
Axim Planning & Wealth
Ohio
$509K -$14K -49 -3%
October Effect
5850
October Effect
Virginia
$508K – – –