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Name Holding Trade Value Shares
Change
Change in
Stake
MPW
3751
MGO Private Wealth
California
$2.86M -$102K -444 -3%
WCFA
3752
Walkner Condon Financial Advisors
Wisconsin
$2.86M -$322K -1,409 -10%
M
3753
MATAURO
New York
$2.85M -$331K -1,446 -10%
RAM
3754
Reflection Asset Management
South Carolina
$2.85M +$2.82M +12,335 New
BHBT
3755
Burke & Herbert Bank & Trust
Virginia
$2.85M -$184K -803 -6%
IPW
3756
Impact Partnership Wealth
Georgia
$2.85M -$2.52K -11 -0.1%
JTF
3757
J. Team Financial
Texas
$2.84M +$114K +499 +4%
WSA
3758
Wealth Science Advisors
Georgia
$2.84M +$2.82M +12,321 New
JWM
3759
Jacksonville Wealth Management
Florida
$2.84M +$71.2K +311 +3%
WI
3760
Wealth Intelligence
Georgia
$2.84M +$2.81M +12,303 New
CFA
3761
Cahill Financial Advisors
Minnesota
$2.84M +$18.1K +79 +0.6%
Betterment LLC
3762
Betterment LLC
New York
$2.84M +$1.32M +5,791 +89%
BSSFA
3763
Baron Silver Stevens Financial Advisors
Florida
$2.84M -$128K -558 -4%
KIC
3764
Kensington Investment Counsel
California
$2.84M +$670K +2,927 +31%
BCM
3765
BluePath Capital Management
Georgia
$2.83M +$627K +2,741 +29%
HA
3766
Hofer & Associates
California
$2.82M +$4.12K +18 +0.1%
WJA
3767
Willis Johnson & Associates
Texas
$2.82M -$165K -723 -6%
FPH
3768
Financial Planning Hawaii
Hawaii
$2.81M +$2.78M +12,171 New
NC
3769
NovaPoint Capital
Georgia
$2.81M +$136K +596 +5%
SA
3770
Scarborough Advisors
Maryland
$2.81M +$4.12K +18 +0.1%
FCCM
3771
First City Capital Management
Georgia
$2.81M -$964K -4,214 -26%
MC
3772
Marest Capital
California
$2.81M +$217K +949 +8%
SNBOSD
3773
Security National Bank of So Dak
Iowa
$2.8M -$915 -4 -0%
BEW
3774
Burton Enright Welch
California
$2.8M +$66.8K +292 +2%
FPWM
3775
FSB Premier Wealth Management
Iowa
$2.8M +$1.21M +5,273 +77%