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BILL Holdings
BILL

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
301
Bullock Wealth Management
Indiana
$1.75K -$663 -18 -29%
EWA
302
EverSource Wealth Advisors
Alabama
$1.74K -$3.21K -87 -64%
FFO
303
Fortitude Family Office
Arizona
$1.7K -$442 -12 -20%
JWA
304
JFS Wealth Advisors
Pennsylvania
$1.66K -$147 -4 -8%
BFS
305
Bare Financial Services
Pennsylvania
$1.55K +$1.18K +32 +291%
LHEI
306
Leo H. Evart Inc
California
$1.23K – – –
CCMI
307
Creative Capital Management Investments
California
$1.16K +$1.18K +32 New
SAM
308
Smartleaf Asset Management
Massachusetts
$1.15K – – –
BCM
309
Boreal Capital Management
Florida
$1.08K – – –
GFA
310
Godfrey Financial Associates
New York
$1.08K – – –
CFO
311
CVA Family Office
Colorado
$1.01K -$3.87K -105 -79%
CA
312
Clearstead Advisors
Ohio
$977 +$111 +3 +13%
APFP
313
Action Point Financial Planning
Michigan
$940 +$995 +27 New
S
314
Sachetta
Massachusetts
$724 -$847 -23 -53%
SIC
315
SJS Investment Consulting
Ohio
$688 +$295 +8 +73%
RWM
316
Raffa Wealth Management
District of Columbia
$506 +$74 +2 +17%
KFAS
317
Keating Financial Advisory Services
Kansas
$506 +$442 +12 +600%
BIA
318
Bell Investment Advisors
California
$471 -$405 -11 -46%
CH
319
Cromwell Holdings
Wyoming
$434 – – –
HIA
320
HFM Investment Advisors
New Jersey
$434 +$295 +8 +200%
UB
321
UMB Bank
Missouri
$398 -$38.3K -1,039 -99%
PFBT
322
Parkside Financial Bank & Trust
Missouri
$398 -$258 -7 -39%
DPW
323
DiNuzzo Private Wealth
Pennsylvania
$362 -$74 -2 -17%
BHWM
324
Bay Harbor Wealth Management
Maryland
$362 -$37 -1 -9%
HNB
325
Huntington National Bank
Ohio
$325 -$479 -13 -59%
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