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BILL Holdings
BILL

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
326
Boreal Capital Management
Florida
$1.64K – – –
RIL
327
Rothschild Investment LLC
Illinois
$1.64K +$1.28K +25 +500%
GFA
328
Godfrey Financial Associates
New York
$1.64K +$1.54K +30 New
KFAS
329
Keating Financial Advisory Services
Kansas
$1.58K +$1.49K +29 New
PWA
330
Physician Wealth Advisors
Utah
$1.31K – – –
MAM
331
Marquette Asset Management
Minnesota
$1.31K +$1.23K +24 New
KG
332
Kilter Group
New York
$1.25K -$360 -7 -23%
BWL
333
Bogart Wealth LLC
Virginia
$1.25K -$103 -2 -8%
BWM
334
Bullock Wealth Management
Indiana
$1.15K +$154 +3 +17%
AUB
335
Atlantic Union Bankshares
Virginia
$1.04K +$976 +19 New
TPCW
336
TD Private Client Wealth
New York
$1.04K +$822 +16 +533%
FFO
337
Fortitude Family Office
Arizona
$982 -$462 -9 -33%
MCM
338
MAI Capital Management
Ohio
$873 -$462 -9 -36%
MCM
339
MV Capital Management
Maryland
$819 +$462 +9 +150%
DPW
340
DiNuzzo Private Wealth
Pennsylvania
$655 -$51 -1 -8%
S
341
Sachetta
Massachusetts
$655 – – –
CH
342
Cromwell Holdings
Wyoming
$654 – – –
HFS
343
Hughes Financial Services
Virginia
$654 – – –
RWM
344
Raffa Wealth Management
District of Columbia
$600 – – –
SIC
345
SJS Investment Consulting
Ohio
$546 – – –
ACA
346
American Capital Advisory
Idaho
$491 +$308 +6 +200%
TFA
347
Transamerica Financial Advisors
Florida
$436 +$308 +6 +300%
RWM
348
Rialto Wealth Management
New York
$382 – – –
BHWM
349
Bay Harbor Wealth Management
Maryland
$381 +$103 +2 +40%
QWM
350
Quaker Wealth Management
New Jersey
$328 +$308 +6 New
12 13
14
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