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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
2551
Hengehold Capital Management
Ohio
$331K – – –
USWIA
2552
UP Strategic Wealth Investment Advisors
Pennsylvania
$330K +$15.3K +120 +5%
TC
2553
Trilogy Capital
California
$330K -$14.8K -116 -4%
RWP
2554
Revolve Wealth Partners
New Jersey
$330K +$50.9K +400 +19%
Betterment LLC
2555
Betterment LLC
New York
$330K +$59.4K +467 +23%
IA
2556
Insight Advisors
Pennsylvania
$329K – – –
EWA
2557
Encompass Wealth Advisors
Oregon
$329K -$16.5K -130 -5%
IWN
2558
Independent Wealth Network
Iowa
$328K +$3.56K +28 +1%
PGIM Custom Harvest
2559
PGIM Custom Harvest
New Jersey
$328K -$37.7K -296 -11%
FCM
2560
Fieldview Capital Management
Michigan
$328K +$315K +2,472 New
BTC
2561
Bank & Trust Company
Illinois
$328K – – –
AW
2562
Alteri Wealth
California
$327K -$4.2K -33 -1%
SW
2563
Solidarity Wealth
Utah
$327K -$14.5K -114 -4%
ARMT
2564
Amica Retiree Medical Trust
Rhode Island
$326K -$74.6K -586 -19%
IIA
2565
Integral Investment Advisors
California
$326K -$28.9K -227 -8%
Harel Insurance Investments & Financial Services
2566
Harel Insurance Investments & Financial Services
Israel
$325K +$186K +1,458 +147%
ONST
2567
Old North State Trust
North Carolina
$324K – – –
DFG
2568
Demars Financial Group
Washington
$324K -$1.65K -13 -0.5%
CMP
2569
Coston McIsaac & Partners
Maine
$323K -$37.9K -298 -11%
BAM
2570
Beaumont Asset Management
Texas
$323K -$11.1K -87 -3%
CCT
2571
Capital City Trust
Florida
$322K +$309K +2,429 New
WCM
2572
Washburn Capital Management
Florida
$321K -$6.24K -49 -2%
HCM
2573
Highview Capital Management
Illinois
$321K – – –
AWS
2574
Aspen Wealth Strategies
Colorado
$321K – – –
BGAI
2575
Bruce G. Allen Investments
Colorado
$321K +$636 +5 +0.2%