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Name Holding Trade Value Shares
Change
Change in
Stake
TIA
1551
Tiemann Investment Advisors
California
$382K +$256K +886 New
FWP
1552
Flatrock Wealth Partners
California
$381K +$256K +884 New
BIM
1553
Barton Investment Management
Pennsylvania
$378K +$253K +875 New
KA
1554
Klingman & Associates
New York
$375K +$252K +870 New
LBC
1555
Lowe Brockenbrough & Co
Virginia
$375K +$251K +868 New
TVPW
1556
Third View Private Wealth
Connecticut
$374K +$251K +867 New
DA
1557
Detalus Advisors
Missouri
$373K -$268K -925 -52%
TSMHT
1558
Thurston Springer Miller Herd & Titak
Indiana
$373K -$197K -682 -44%
MA
1559
MJP Associates
Connecticut
$371K -$214K -741 -46%
PPG
1560
Peak Planning Group
Colorado
$371K +$248K +859 New
HIP
1561
Harrell Investment Partners
Texas
$371K +$248K +859 New
PPWP
1562
Premier Path Wealth Partners
New Jersey
$369K +$248K +856 New
HIA
1563
Harbor Investment Advisory
Maryland
$368K – – –
NWM
1564
Northwest Wealth Management
Iowa
$367K +$246K +852 New
LCA
1565
Legend Capital Advisors
New York
$365K – – –
RIA
1566
Regal Investment Advisors
Michigan
$365K +$245K +847 New
AW
1567
Ankerstar Wealth
Texas
$363K -$57.8K -200 -19%
VFG
1568
Victory Financial Group
Texas
$363K +$243K +840 New
FHC
1569
First Horizon Corporation
Tennessee
$361K +$147K +508 +154%
BWS
1570
Broadway Wealth Solutions
Texas
$361K +$242K +836 New
CFG
1571
CMC Financial Group
Georgia
$360K +$242K +835 New
FOA
1572
Five Oceans Advisors
California
$360K +$241K +834 New
SG
1573
Sienna Gestion
France
$360K +$248K +858 New
Betterment LLC
1574
Betterment LLC
New York
$359K +$241K +832 New
LRIC
1575
Long Road Investment Counsel
Michigan
$358K +$240K +830 New