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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2951
AAF Wealth Management
Massachusetts
$248K -$15.8K -256 -6%
NC
2952
NovaPoint Capital
Georgia
$248K
6F
2953
626 Financial
Michigan
$247K +$7.88K +128 +3%
VI
2954
VanderPol Investments
Michigan
$247K +$11.9K +193 +5%
CCA
2955
Cora Capital Advisors
New Jersey
$247K +$3.26K +53 +1%
AAA
2956
AG Asset Advisory
California
$247K
CWG
2957
Crown Wealth Group
North Carolina
$247K +$12.4K +201 +5%
ERWM
2958
Elk River Wealth Management
Colorado
$246K -$1.6K -26 -0.6%
MIM
2959
Moseley Investment Management
Florida
$246K +$29.6K +480 +14%
TFM
2960
TFC Financial Management
Massachusetts
$246K -$42.5K -690 -15%
RPCA
2961
Running Point Capital Advisors
California
$246K +$245K +3,985 New
BCA
2962
Bay Capital Advisors
Virginia
$245K
PWS
2963
Peterson Wealth Services
Utah
$245K -$8.06K -131 -3%
Betterment LLC
2964
Betterment LLC
New York
$245K -$13.2K -215 -5%
HP
2965
HT Partners
Connecticut
$245K
LW
2966
Libra Wealth
California
$245K
CWP
2967
Curated Wealth Partners
California
$244K +$244K +3,959 New
RA
2968
Riverstone Advisors
Texas
$244K +$369 +6 +0.2%
BFS
2969
BridgePort Financial Solutions
Iowa
$244K
MIG
2970
McGuire Investment Group
Rhode Island
$244K
MWM
2971
MinichMacGregor Wealth Management
New York
$243K +$493 +8 +0.2%
SL
2972
Salomon & Ludwin
Virginia
$243K -$369 -6 -0.2%
AWA
2973
Aletheian Wealth Advisors
Washington
$243K +$243K +3,939 New
TI
2974
Truepoint Inc
Ohio
$243K +$16.4K +267 +7%
PWM
2975
Palumbo Wealth Management
New York
$242K +$242K +3,926 New