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Name Holding Trade Value Shares
Change
Change in
Stake
EGWAG
2601
Elwood & Goetz Wealth Advisory Group
Georgia
$253K -$27.2K -241 -9%
CMP
2602
Coston McIsaac & Partners
Maine
$253K -$11.4K -101 -4%
IA
2603
IFG Advisors
Missouri
$252K
LWA
2604
Lifelong Wealth Advisors
Minnesota
$252K +$277K +2,453 New
TW
2605
Tempo Wealth
Ohio
$252K -$3.39K -30 -1%
BAM
2606
BOS Asset Management
Illinois
$251K +$9.15K +81 +3%
LWM
2607
Lakeridge Wealth Management
Ohio
$251K -$23K -204 -8%
Betterment LLC
2608
Betterment LLC
New York
$251K +$5.53K +49 +2%
I
2609
INVST
Indiana
$251K -$15.1K -134 -5%
GSCM
2610
Greenfield Seitz Capital Management
Texas
$251K
MCA
2611
McGuire Capital Advisors
Oklahoma
$250K +$5.76K +51 +2%
CVA
2612
Central Valley Advisors
California
$250K -$14.5K -128 -5%
IMT
2613
Investment Management Trust
Massachusetts
$250K +$275K +2,436 New
VIA
2614
Victrix Investment Advisors
Florida
$250K -$11.3K -100 -4%
PCMNC
2615
Piedmont Capital Management (North Carolina)
North Carolina
$249K +$9.48K +84 +4%
OWA
2616
Outlook Wealth Advisors
Texas
$249K +$1.81K +16 +0.7%
BB
2617
Bell Bank
North Dakota
$248K -$34.6K -306 -11%
SFS
2618
Sharp Financial Services
Pennsylvania
$247K +$67.3K +596 +33%
VBFP
2619
Valtinson Bruner Financial Planning
Minnesota
$247K +$2.15K +19 +0.8%
WP
2620
Wealthspan Partners
Iowa
$247K -$59.3K -525 -18%
APWM
2621
Argonautica Private Wealth Management
Massachusetts
$247K +$14.1K +125 +5%
IF
2622
IRON Financial
Illinois
$247K -$4.52K -40 -2%
AF
2623
Affiance Financial
Minnesota
$247K
KI
2624
KTF Investments
California
$246K -$11.3K -100 -4%
JESC
2625
J.E. Simmons & Co
Texas
$246K -$6.55K -58 -2%