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Name Holding Trade Value Shares
Change
Change in
Stake
WDG
1276
Wealth Dimensions Group
Ohio
$293K +$383 +1 +0.1%
CPA
1277
Capital Performance Advisors
California
$292K +$265K +691 New
BDF
1278
Black Diamond Financial
Maryland
$289K -$1.15K -3 -0.4%
WWC
1279
Waypoint Wealth Counsel
Georgia
$288K +$261K +682 New
DWM
1280
Dynasty Wealth Management
Florida
$288K +$261K +681 New
CFS
1281
CRA Financial Services
New Jersey
$287K +$3.45K +9 +1%
WWM
1282
Western Wealth Management
Colorado
$287K -$28.4K -74 -10%
RSWM
1283
Robertson Stephens Wealth Management
California
$286K -$27.6K -72 -10%
CIEC
1284
Crédit Industriel et Commercial
France
$286K -$853K -2,225 -77%
RCM
1285
RB Capital Management
Nevada
$286K +$18K +47 +7%
CCM
1286
Cohen Capital Management
California
$285K
FHA
1287
Flagship Harbor Advisors
Massachusetts
$285K -$4.98K -13 -2%
Betterment LLC
1288
Betterment LLC
New York
$284K +$8.82K +23 +4%
CCA
1289
Childress Capital Advisors
Texas
$284K +$2.68K +7 +1%
DMBA
1290
Deseret Mutual Benefit Administrators
Utah
$283K -$9.59K -25 -4%
AFP
1291
Ausdal Financial Partners
Iowa
$283K +$256K +669 New
ONST
1292
Old North State Trust
North Carolina
$282K
RWA
1293
River Wealth Advisors
Pennsylvania
$281K
JSW
1294
Journey Strategic Wealth
New Jersey
$280K +$19.9K +52 +8%
GLLW
1295
Graves Light Lenhart Wealth
Virginia
$280K
CNB
1296
Camden National Bank
Maine
$280K +$254K +663 New
JIP
1297
Jaffetilchin Investment Partners
Florida
$280K -$383 -1 -0.2%
AFT
1298
Alpha Family Trust
California
$279K
FFWA
1299
FRG Family Wealth Advisors
Washington
$277K
TFG
1300
Taylor Financial Group
Virginia
$277K