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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1351
Capital Performance Advisors
California
$352K -$467 -1 -0.1%
IP
1352
Ignite Planners
California
$351K +$16.4K +35 +6%
CFP
1353
Curran Financial Partners
South Carolina
$350K -$169K -362 -35%
BDF
1354
Black Diamond Financial
Maryland
$350K – – –
Journey Strategic Wealth
1355
Journey Strategic Wealth
New Jersey
$348K +$7.95K +17 +3%
SL
1356
Sentinus LLC
Illinois
$347K +$318K +681 New
RCM
1357
RB Capital Management
Nevada
$347K +$935 +2 +0.3%
IPW
1358
Inlet Private Wealth
Florida
$346K -$514K -1,100 -62%
PWS
1359
Pursuit Wealth Strategies
North Carolina
$346K +$317K +678 New
AFP
1360
Ausdal Financial Partners
Iowa
$346K +$4.21K +9 +1%
GWP
1361
Gateway Wealth Partners
Wisconsin
$346K +$76.2K +163 +32%
CCM
1362
Cohen Capital Management
California
$345K – – –
CCT
1363
Capital City Trust
Florida
$342K -$23.4K -50 -7%
ONST
1364
Old North State Trust
North Carolina
$341K – – –
FRM
1365
Fox Run Management
Connecticut
$340K +$312K +667 New
RWA
1366
River Wealth Advisors
Pennsylvania
$340K – – –
VW
1367
Vantus Wealth
Pennsylvania
$340K +$311K +666 New
GLLW
1368
Graves Light Lenhart Wealth
Virginia
$338K – – –
BWM
1369
Bullock Wealth Management
Indiana
$338K +$935 +2 +0.3%
AFT
1370
Alpha Family Trust
California
$337K – – –
Western Wealth Management
1371
Western Wealth Management
Colorado
$336K -$9.82K -21 -3%
Choate Investment Advisors
1372
Choate Investment Advisors
Massachusetts
$335K -$47.7K -102 -13%
OAS
1373
Optivise Advisory Services
Tennessee
$335K +$80.9K +173 +36%
TFG
1374
Taylor Financial Group
Virginia
$334K – – –
Betterment LLC
1375
Betterment LLC
New York
$334K -$8.41K -18 -3%