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Name Holding Trade Value Shares
Change
Change in
Stake
BA
2701
Ballast Advisors
Minnesota
$229K +$1.97K +17 +0.8%
DC
2702
Diametric Capital
Massachusetts
$229K +$234K +2,021 New
BCMLT
2703
Beacon Capital Management LLC (Tennessee)
Tennessee
$229K -$30.9K -267 -12%
RFP
2704
Root Financial Partners
California
$228K +$233K +2,018 New
IWP
2705
Insight Wealth Partners
Texas
$228K +$1.04K +9 +0.4%
Betterment LLC
2706
Betterment LLC
New York
$228K -$66.8K -578 -22%
MWA
2707
Medallion Wealth Advisors
Connecticut
$226K +$222K +1,923 New
WCM
2708
Wisconsin Capital Management
Wisconsin
$226K
SWM
2709
Shakespeare Wealth Management
Wisconsin
$226K +$693 +6 +0.3%
AIP
2710
Arrowpoint Investment Partners
Singapore
$225K +$230K +1,990 New
OFO
2711
OneAscent Family Office
Alabama
$225K +$230K +1,987 New
MAM
2712
McLean Asset Management
Virginia
$225K +$7.28K +63 +3%
SWM
2713
Shelton Wealth Management
Texas
$225K +$462 +4 +0.2%
IF
2714
IRON Financial
Illinois
$224K +$578 +5 +0.3%
RF
2715
Roxbury Financial
New Jersey
$224K +$218K +1,888 New
CICI
2716
Capital Investment Counsel Inc
North Carolina
$224K -$14.4K -125 -6%
PWA
2717
Prairie Wealth Advisors
Nebraska
$224K
KCIC
2718
Kuhn & Co Investment Counsel
Illinois
$224K +$1.85K +16 +0.8%
CCM
2719
Carlson Capital Management
Minnesota
$224K -$724K -6,265 -76%
MCM
2720
Monument Capital Management
Virginia
$223K +$12.7K +110 +6%
OAJ
2721
Ogorek Anthony Joseph
New York
$223K +$347 +3 +0.2%
TFG
2722
Taylor Financial Group
Virginia
$223K -$11.6K -100 -5%
BBI
2723
Baxter Bros Inc
Connecticut
$223K +$5.08K +44 +2%
TFP
2724
Tilia Fiduciary Partners
North Carolina
$222K -$9.59K -83 -4%
AF
2725
Atala Financial
California
$221K +$226K +1,957 New