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Name Holding Trade Value Shares
Change
Change in
Stake
FRM
2551
Fox Run Management
Connecticut
$502K +$512K +3,193 New
Members Trust
2552
Members Trust
Florida
$502K +$512K +3,193 New
TF
2553
Trek Financial
Arizona
$502K -$57.4K -358 -10%
JEST
2554
JTC Employer Solutions Trustee
Jersey
$501K
AA
2555
Axiom Advisory
California
$499K +$4.97K +31 +1%
FVWA
2556
Foster Victor Wealth Advisors
South Carolina
$498K +$92.3K +576 +22%
MWM
2557
MinichMacGregor Wealth Management
New York
$496K -$10.9K -68 -2%
RFN
2558
Redwood Financial Network
Ohio
$496K +$6.57K +41 +1%
LF
2559
LifeSteps Financial
California
$494K -$38.2K -238 -7%
TRIA
2560
Trail Ridge Investment Advisors
Colorado
$494K
HFM
2561
Hartford Funds Management
Pennsylvania
$494K +$38K +237 +8%
SSW
2562
Smith Shellnut Wilson
Mississippi
$492K -$3.53K -22 -0.7%
SWM
2563
Sugarloaf Wealth Management
Georgia
$491K +$641 +4 +0.1%
MSA
2564
Marino Stram & Associates
Massachusetts
$488K +$2.25K +14 +0.5%
CIS
2565
Continental Investors Services
Washington
$487K +$245K +1,528 +101%
RW
2566
Rede Wealth
Virginia
$486K +$160 +1 +0%
WA
2567
Wealth Architects
California
$485K +$15.2K +95 +3%
MCM
2568
Morton Capital Management
California
$484K +$32.1K +200 +7%
BCM
2569
BlueCrest Capital Management
Jersey
$483K +$492K +3,069 New
VNA
2570
Valley National Advisers
Pennsylvania
$482K +$8.18K +51 +2%
C
2571
Covestor
United Kingdom
$482K +$40.7K +254 +9%
B
2572
BetterWealth
California
$482K
VCP
2573
Vista Capital Partners
Oregon
$481K +$802 +5 +0.2%
WAS
2574
Winch Advisory Services
Wisconsin
$480K +$55K +343 +13%
ML
2575
McAdam LLC
Pennsylvania
$478K +$42.3K +264 +10%