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Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
2526
Betterment LLC
New York
$1.06M +$807K +812 +310%
PAS
2527
PKS Advisory Services
New York
$1.06M +$23.9K +24 +2%
PFWA
2528
Paces Ferry Wealth Advisors
Georgia
$1.06M
FNBOH
2529
First National Bank of Hutchinson
Kansas
$1.06M -$5.96K -6 -0.6%
GFG
2530
Goldstone Financial Group
Illinois
$1.06M +$158K +159 +17%
FFS
2531
Fortress Financial Solutions
Arizona
$1.06M +$35.8K +36 +3%
HA
2532
Helium Advisors
Washington
$1.06M -$97.4K -98 -8%
MIC
2533
Meridian Investment Counsel
California
$1.06M +$64.6K +65 +6%
MWM
2534
MGB Wealth Management
Texas
$1.05M +$183K +184 +21%
CCA
2535
Conestoga Capital Advisors
Pennsylvania
$1.05M -$4.97K -5 -0.5%
OPPS
2536
Obsidian Personal Planning Solutions
Maryland
$1.05M
MGWM
2537
Marks Group Wealth Management
Minnesota
$1.05M +$49.7K +50 +5%
CCM
2538
Chaney Capital Management
Washington
$1.05M -$61.6K -62 -6%
RFS
2539
Richardson Financial Services
Massachusetts
$1.04M +$46.7K +47 +5%
MIM
2540
Meridiem Investment Management
United Kingdom
$1.04M -$132K -133 -11%
AAG
2541
Armstrong Advisory Group
Massachusetts
$1.04M +$12.9K +13 +1%
IWN
2542
Independent Wealth Network
Iowa
$1.04M +$3.98K +4 +0.4%
ODIJL
2543
One Day In July LLC
Vermont
$1.04M +$37.8K +38 +4%
CIAS
2544
CFS Investment Advisory Services
New Jersey
$1.03M +$125K +126 +14%
DWMS
2545
Dominguez Wealth Management Solutions
Virginia
$1.03M
HFRG
2546
Houlihan Financial Resource Group
Virginia
$1.03M -$199K -200 -16%
FBT
2547
First Bankers Trust
Kentucky
$1.03M -$5.96K -6 -0.6%
CFA
2548
Cahill Financial Advisors
Minnesota
$1.03M -$56.7K -57 -5%
LI
2549
LVZ Inc
Michigan
$1.03M +$102K +103 +11%
PP
2550
Postrock Partners
Oregon
$1.03M