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Name Holding Trade Value Shares
Change
Change in
Stake
T
2601
TNF
Montana
$461K +$168 +1 +0%
LAS
2602
LWM Advisory Services
Florida
$460K +$10.7K +64 +2%
PS
2603
Planned Solutions
California
$460K +$168 +1 +0%
PO
2604
Private Ocean
California
$460K +$8.21K +49 +2%
AWAU
2605
Alliance Wealth Advisors (Utah)
Utah
$459K +$1.51K +9 +0.3%
C
2606
Covestor
United Kingdom
$458K +$37.6K +224 +9%
FA
2607
Financial Advisors
Massachusetts
$455K
GC
2608
Gibson Capital
Pennsylvania
$454K
FI
2609
Financial Insights
Washington
$453K
RCM
2610
Requisite Capital Management
Texas
$453K -$193K -1,150 -29%
ML
2611
McAdam LLC
Pennsylvania
$453K +$465K +2,775 New
AM
2612
Atwater Malick
Pennsylvania
$450K -$47.9K -286 -9%
CM
2613
Columbus Macro
Pennsylvania
$445K +$21.8K +130 +5%
BWM
2614
Baystate Wealth Management
Massachusetts
$445K +$30.2K +180 +7%
SFS
2615
Summit Financial Strategies
Ohio
$444K +$1.68K +10 +0.4%
FW
2616
FirstPurpose Wealth
Utah
$443K -$42.2K -252 -8%
DWM
2617
Denver Wealth Management
Colorado
$442K +$19.3K +115 +4%
WAS
2618
Winch Advisory Services
Wisconsin
$442K +$14.3K +85 +3%
AWM
2619
Avitas Wealth Management
California
$442K +$454K +2,706 New
SC
2620
Schubert & Co
Texas
$441K -$105K -627 -19%
FVWA
2621
Foster Victor Wealth Advisors
South Carolina
$441K +$242K +1,441 +123%
BCM
2622
Basso Capital Management
Connecticut
$441K
BEC
2623
Blue Edge Capital
Virginia
$441K
AC
2624
ASB Consultores
Florida
$440K -$37.1K -221 -8%
RCWM
2625
Royal Capital Wealth Management
Indiana
$440K +$38.4K +229 +9%