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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
4651
TruNorth Capital Management
Michigan
$335K +$7.48K +41 +2%
FPW
4652
Flagship Private Wealth
Massachusetts
$335K -$16.2K -89 -5%
FRM
4653
Fox Run Management
Connecticut
$332K -$830K -4,550 -72%
BWM
4654
BKM Wealth Management
Wisconsin
$331K -$2.6M -14,232 -89%
FPTW
4655
Franklin, Parlapiano, Turner & Welch
Texas
$329K
Betterment LLC
4656
Betterment LLC
New York
$328K +$912 +5 +0.3%
SPW
4657
Surience Private Wealth
Washington
$328K
SC
4658
Swan Capital
Florida
$326K -$182 -1 -0.1%
RWRC
4659
R.W. Roge & Company
New York
$325K -$96.3K -528 -23%
HWM
4660
Heirloom Wealth Management
Colorado
$325K -$21.5K -118 -6%
TT
4661
TI-Trust
Illinois
$324K
SHF
4662
Safe Harbor Fiduciary
Florida
$324K +$317K +1,740 New
EA
4663
Ellsworth Advisors
Ohio
$324K +$24.8K +136 +8%
IWP
4664
IAG Wealth Partners
Wisconsin
$322K +$54.7K +300 +21%
CTC
4665
Corundum Trust Company
South Dakota
$322K
HAFS
4666
Hapanowicz & Associates Financial Services
Pennsylvania
$321K -$317K -1,735 -50%
SSC
4667
Syverson Strege & Co
Iowa
$317K -$416K -2,279 -57%
BCM
4668
Brooktree Capital Management
Michigan
$317K
ACM
4669
Argyle Capital Management
Pennsylvania
$317K +$36.3K +199 +13%
AMIM
4670
Aull & Monroe Investment Management
Alabama
$316K
EFG
4671
Elios Financial Group
Ohio
$316K +$310K +1,697 New
FA
4672
Faithward Advisors
Pennsylvania
$316K -$140K -765 -31%
TWD
4673
True Wealth Design
Ohio
$316K +$46K +252 +17%
TCM
4674
Tuttle Capital Management
Connecticut
$315K +$40K +219 +15%
WSFG
4675
Wall Street Financial Group
Illinois
$314K +$307K +1,684 New