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Name Holding Trade Value Shares
Change
Change in
Stake
RFM
2676
Royal Fund Management
Florida
$226K -$272K -2,529 -53%
MWM
2677
Maltin Wealth Management
New Jersey
$225K +$2.91K +27 +1%
AWM
2678
Austin Wealth Management
Texas
$225K -$42.4K -394 -14%
TCM
2679
Traynor Capital Management
Pennsylvania
$225K -$41.2K -383 -14%
ACA
2680
Aspire Capital Advisors
Washington
$225K -$94.6K -879 -28%
MFC
2681
Morris Financial Concepts
South Carolina
$224K +$8.61K +80 +4%
AFT
2682
Alpha Family Trust
California
$224K – – –
B
2683
Bellecapital
Switzerland
$224K – – –
PCH
2684
PGIM Custom Harvest
New Jersey
$224K -$49.7K -462 -17%
SAM
2685
S.A. Mason
Michigan
$224K – – –
TMWM
2686
Taylor & Morgan Wealth Management
Michigan
$223K -$133K -1,231 -35%
1W
2687
1776 Wealth
Georgia
$223K +$20.5K +190 +9%
KWM
2688
Keebeck Wealth Management
Illinois
$223K – – –
LFP
2689
Lakeshore Financial Planning
Michigan
$223K -$13.5K -125 -5%
Betterment LLC
2690
Betterment LLC
New York
$222K +$22.6K +210 +10%
IAG
2691
Investment Advisory Group
Massachusetts
$222K -$18.5K -172 -7%
BONH
2692
Bank of New Hampshire
New Hampshire
$221K -$61.9K -575 -21%
LSC
2693
Lesa Sroufe & Co
Washington
$221K – – –
PCM
2694
Pennsylvania Capital Management
Pennsylvania
$221K -$3.66K -34 -2%
CRI
2695
Colonial River Investments
Virginia
$220K -$4.52K -42 -2%
KIM
2696
Karpus Investment Management
New York
$220K – – –
PFP
2697
Paragon Financial Partners
California
$219K – – –
AWC
2698
Adamsbrown Wealth Consultants
Kansas
$219K +$5.17K +48 +2%
AT
2699
Arden Trust
Delaware
$219K -$2.58K -24 -1%
BTWM
2700
Brass Tax Wealth Management
Ohio
$219K +$237K +2,204 New