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Name Holding Trade Value Shares
Change
Change in
Stake
KFGG
2901
Keystone Financial Group (Georgia)
Georgia
$254K +$245K +4,287 New
PWP
2902
Phillips Wealth Planners
Mississippi
$254K -$26.4K -462 -10%
NI
2903
NDVR Inc
Massachusetts
$254K -$11.2K -196 -4%
CSA
2904
Cottage Street Advisors
Massachusetts
$253K -$742 -13 -0.3%
AWM
2905
AAF Wealth Management
Massachusetts
$253K +$244K +4,272 New
TA
2906
TFB Advisors
Kansas
$253K +$244K +4,271 New
HFS
2907
Hopwood Financial Services
Virginia
$253K +$244K +4,268 New
BIM
2908
Barton Investment Management
Pennsylvania
$252K +$244K +4,265 New
BFS
2909
BridgePort Financial Solutions
Iowa
$252K +$225K +3,946 New
CIA
2910
Cape Investment Advisory
Georgia
$252K +$4.11K +72 +2%
SRWM
2911
Shira Ridge Wealth Management
California
$251K +$1.08K +19 +0.4%
DA
2912
Dover Advisors
Virginia
$251K -$3.14K -55 -1%
JJBC
2913
James J. Burns & Company
New York
$251K +$1.43K +25 +0.6%
FPW
2914
Fairvoy Private Wealth
Alabama
$251K +$242K +4,236 New
PPA
2915
Painted Porch Advisors
California
$250K +$38.5K +674 +19%
AWP
2916
Ascent Wealth Partners
New York
$250K +$241K +4,217 New
TNA
2917
True North Advisors
Texas
$249K -$17.9K -313 -7%
LWA
2918
Ledgewood Wealth Advisors
New Hampshire
$249K
FNBOMD
2919
First National Bank of Mount Dora
Florida
$248K -$2.74K -48 -1%
Betterment LLC
2920
Betterment LLC
New York
$248K +$239K +4,191 New
MCA
2921
Millennium Capital Advisors
Arkansas
$248K -$68.3K -1,196 -22%
BPC
2922
Bearing Point Capital
Minnesota
$247K +$238K +4,175 New
SDH
2923
Sloy Dahl & Holst
Washington
$247K +$238K +4,172 New
CVM
2924
Cheviot Value Management
California
$247K -$3.71K -65 -2%
IDA
2925
Intelligence Driven Advisers
California
$247K +$238K +4,169 New