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Name Holding Trade Value Shares
Change
Change in
Stake
CM
2401
Cercano Management
Washington
$297K +$286K +2,607 New
BI
2402
Ballast Inc
Kentucky
$297K -$73.9K -674 -21%
BWA
2403
Bordeaux Wealth Advisors
California
$296K +$285K +2,600 New
AC
2404
AXQ Capital
New Jersey
$296K -$401K -3,652 -58%
Betterment LLC
2405
Betterment LLC
New York
$296K -$74.7K -681 -21%
FAG
2406
Fortitude Advisory Group
Washington
$296K -$38.5K -351 -12%
FFG
2407
Fiduciary Financial Group
California
$296K -$987 -9 -0.3%
MSWM
2408
Mowery & Schoenfeld Wealth Management
Illinois
$296K – – –
SIM
2409
Stratos Investment Management
Ohio
$294K -$17.2K -157 -6%
WIM
2410
Westside Investment Management
California
$294K – – –
SL
2411
Summitry LLC
California
$294K +$283K +2,580 New
PPP
2412
Private Portfolio Partners
New Jersey
$293K +$282K +2,572 New
DFG
2413
Demars Financial Group
Washington
$292K -$6.47K -59 -2%
WP
2414
WealthShield Partners
North Carolina
$292K +$281K +2,562 New
GWM
2415
Glass Wealth Management
Texas
$292K -$7.35K -67 -3%
RW
2416
REDW Wealth
New Mexico
$291K -$2.41K -22 -0.9%
LWM
2417
Lakeridge Wealth Management
Ohio
$291K -$2.41K -22 -0.9%
RWM
2418
Rockline Wealth Management
New York
$290K – – –
CIG
2419
Cascade Investment Group
Colorado
$290K +$279K +2,543 New
NL
2420
Navalign LLC
California
$290K -$8.78K -80 -3%
ATIA
2421
American Trust Investment Advisors
New Hampshire
$290K +$279K +2,540 New
FL
2422
Fort LP
Maryland
$289K -$9.32K -85 -3%
EFG
2423
Ethos Financial Group
Pennsylvania
$288K -$29.8K -272 -10%
SIA
2424
Spectrum Investment Advisors
Wisconsin
$288K +$1.32K +12 +0.5%
TFA
2425
Trinity Financial Advisors
Ohio
$288K -$10.1K -92 -3%