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BILL Holdings
BILL

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
451
Beaird Harris Wealth Management
Texas
$2.83K +$3.12K +26 New
AWM
452
Atticus Wealth Management
Florida
$2.62K -$480 -4 -14%
PFBT
453
Parkside Financial Bank & Trust
Missouri
$2.07K -$720 -6 -24%
AF
454
Allworth Financial
California
$1.85K -$17K -142 -89%
JWA
455
JFS Wealth Advisors
Pennsylvania
$1.63K -$840 -7 -32%
WWM
456
Wolff Wiese Magana
California
$1.52K -$57.4K -478 -97%
PWMG
457
Prestige Wealth Management Group
New Jersey
$1.52K – – –
RWM
458
Raffa Wealth Management
District of Columbia
$1.2K – – –
SC
459
Schubert & Co
Texas
$1.09K -$960 -8 -44%
UB
460
UMB Bank
Missouri
$1K +$840 +7 +350%
CAL
461
Capital Advisors Ltd
Ohio
$1K +$9.24K +77 +428%
BC
462
Burleson & Co
California
$981 +$480 +4 +80%
SWA
463
Sutton Wealth Advisors
Florida
$872 – – –
LF
464
Lee Financial
Texas
$763 -$1.2K -10 -59%
HGWM
465
Harvest Group Wealth Management
Massachusetts
$763 +$240 +2 +40%
FFA
466
Farther Finance Advisors
California
$763 +$840 +7 New
FFL
467
Financial Freedom LLC
Ohio
$763 +$840 +7 New
CFO
468
CVA Family Office
Colorado
$545 -$7.8K -65 -93%
SIC
469
SJS Investment Consulting
Ohio
$545 – – –
BAAM
470
Baker Avenue Asset Management
California
$545 +$600 +5 New
DI
471
Disciplined Investments
Oklahoma
$436 -$240 -2 -33%
FWM
472
Focused Wealth Management
New York
$436 +$480 +4 New
MCC
473
Money Concepts Capital
Florida
$436 +$480 +4 New
MHR
474
Matthew Hamilton Rosenberg
$327 +$360 +3 New
MPCL
475
My Personal CFO LLC
Washington
$327 +$360 +3 New
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