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Name Holding Trade Value Shares
Change
Change in
Stake
B
2726
BetterWealth
California
$246K +$685 +2 +0.3%
AAM
2727
Austin Asset Management
Texas
$245K +$17.5K +51 +8%
DBRC
2728
D.B. Root & Company
Pennsylvania
$244K -$12K -35 -5%
Loomis, Sayles & Company
2729
Loomis, Sayles & Company
Massachusetts
$244K +$12.7K +37 +6%
MEG
2730
Millstone Evans Group
Colorado
$244K +$2.4K +7 +1%
VCM
2731
Virtue Capital Management
Tennessee
$243K -$23.3K -68 -9%
GSF
2732
Grove Street Fiduciary
New Hampshire
$243K – – –
MBFW
2733
Morton Brown Family Wealth
Pennsylvania
$243K – – –
CWMK
2734
Caliber Wealth Management (Kansas)
Kansas
$243K -$8.56K -25 -4%
CC
2735
Capital Counsel
New York
$241K – – –
HCRE
2736
Hoya Capital Real Estate
Connecticut
$241K – – –
ZWA
2737
Zinnia Wealth Advisory
Florida
$241K +$227K +664 New
KA
2738
KDT Advisors
New York
$240K +$4.79K +14 +2%
LWA
2739
Legacy Wealth Advisors
Florida
$240K +$22.9K +67 +11%
BCI
2740
Blue Capital Inc
Nebraska
$240K +$227K +664 New
VIP
2741
Vista Investment Partners
Oklahoma
$240K -$342 -1 -0.2%
BEW
2742
Burton Enright Welch
California
$240K +$2.4K +7 +1%
JMA
2743
J.M. Arbour
Maine
$240K +$7.87K +23 +4%
DI
2744
DAGCO Inc
Ohio
$240K – – –
RWM
2745
RMG Wealth Management
Wisconsin
$240K +$14K +41 +8%
SAM
2746
Smith Asset Management
Florida
$239K – – –
BBPWM
2747
Blue Bell Private Wealth Management
Pennsylvania
$238K – – –
PHS
2748
Pekin Hardy Strauss
Illinois
$238K – – –
SIC
2749
SJS Investment Consulting
Ohio
$238K -$685 -2 -0.3%
JFA
2750
JNBA Financial Advisors
Minnesota
$238K -$10.6K -31 -5%