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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
2176
Roberts Wealth Advisors
California
$281K +$259K +900 New
ACA
2177
Ackerman Capital Advisors
Texas
$281K
PL
2178
Perpetual Ltd
Australia
$280K +$287 +1 +0.1%
AC
2179
AlphaCore Capital
California
$280K +$44.8K +156 +20%
CPSAC
2180
Chas P. Smith & Associates (CPS)
Florida
$280K
LJHT
2181
Laurie J. Hall Trustee
$280K -$91.9K -320 -25%
ONST
2182
Old North State Trust
North Carolina
$280K +$271K +943 New
Betterment LLC
2183
Betterment LLC
New York
$280K +$271K +944 New
BWP
2184
Barlow Wealth Partners
Kentucky
$280K
WF
2185
Whelan Financial
California
$280K +$271K +942 New
SHFP
2186
Second Half Financial Partners
Florida
$279K -$16.1K -56 -6%
GPI
2187
General Partner Inc
Pennsylvania
$278K
MC
2188
Marest Capital
California
$278K +$862 +3 +0.3%
HA
2189
HC Advisors
Georgia
$278K +$269K +935 New
RCG
2190
Ruane, Cunniff & Goldfarb
New York
$277K
AC
2191
Apella Capital
Connecticut
$276K -$8.33K -29 -3%
IIA
2192
IPG Investment Advisors
California
$276K -$1.86M -6,478 -87%
FH
2193
FWG Holdings
Florida
$276K
MCP
2194
Mirador Capital Partners
California
$276K -$15.2K -53 -5%
MPM
2195
Meritage Portfolio Management
Kansas
$276K +$5.75K +20 +2%
BWS
2196
Broadway Wealth Solutions
Texas
$276K +$267K +929 New
PWP
2197
Phillips Wealth Planners
Mississippi
$276K +$27.6K +96 +11%
WCM
2198
Wedge Capital Management
North Carolina
$275K
VCM
2199
Vivaldi Capital Management
Illinois
$274K -$53.2K -185 -18%
WWM
2200
WT Wealth Management
Arizona
$274K