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Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
2476
Betterment LLC
New York
$293K +$38.3K +107 +16%
GFA
2477
Gallagher Fiduciary Advisors
Illinois
$292K +$2.86K +8 +1%
JCM
2478
Jacobsen Capital Management
Utah
$291K -$60.5K -169 -18%
HIS
2479
Harvest Investment Services
Illinois
$291K +$22.2K +62 +9%
PAM
2480
PVG Asset Management
Colorado
$291K – – –
HGWM
2481
Horst & Graben Wealth Management
Oregon
$291K +$358 +1 +0.1%
GCP
2482
Guardian Capital (Pennsylvania)
Pennsylvania
$290K +$281K +785 New
MWA
2483
Medallion Wealth Advisors
Connecticut
$290K +$1.43K +4 +0.5%
LFGO
2484
Legacy Financial Group (Oklahoma)
Oklahoma
$290K – – –
B
2485
Bellecapital
Switzerland
$290K – – –
AP
2486
Advisortrust Partners
North Carolina
$289K +$280K +782 New
WDL
2487
Well Done LLC
Michigan
$289K +$280K +782 New
IAG
2488
Innovative Advisory Group
Massachusetts
$289K +$716 +2 +0.3%
CWA
2489
Consilium Wealth Advisory
Texas
$288K – – –
DWM
2490
DecisionMap Wealth Management
Virginia
$287K +$4.29K +12 +2%
SFG
2491
SevenBridge Financial Group
Pennsylvania
$287K -$64.4K -180 -19%
NECFA
2492
New England Capital Financial Advisors
Connecticut
$286K -$11.8K -33 -4%
DF
2493
Donoghue Forlines
Massachusetts
$285K +$276K +771 New
SFP
2494
Sandbox Financial Partners
Maryland
$285K +$358 +1 +0.1%
LOPW
2495
Live Oak Private Wealth
North Carolina
$284K -$358 -1 -0.1%
NWM
2496
Nolet Wealth Management
Texas
$284K +$275K +768 New
Munich Reinsurance
2497
Munich Reinsurance
$284K -$87.7K -245 -24%
WMN
2498
Wealth Management Nebraska
Nebraska
$284K -$2.86K -8 -1%
MWM
2499
Manske Wealth Management
Texas
$284K – – –
WAS
2500
Wealth Advisory Solutions
Indiana
$284K – – –