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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2351
Aviso Wealth Management
Washington
$351K -$85.2K -774 -20%
FH
2352
Financial Harvest
Florida
$351K -$771 -7 -0.2%
MEG
2353
Millstone Evans Group
Colorado
$351K +$69.1K +627 +26%
EWA
2354
Encompass Wealth Advisors
Oregon
$351K – – –
Betterment LLC
2355
Betterment LLC
New York
$350K +$90.4K +821 +36%
IIM
2356
Ironwood Investment Management
Massachusetts
$350K – – –
CFO
2357
Custos Family Office
Texas
$350K – – –
SWA
2358
Strategies Wealth Advisors
Michigan
$350K -$15.5K -141 -4%
GA
2359
Goldstein Advisors
Wisconsin
$348K -$1.1K -10 -0.3%
CWA
2360
Centennial Wealth Advisory
Michigan
$348K +$551 +5 +0.2%
BWM
2361
BCS Wealth Management
Tennessee
$348K +$337K +3,057 New
AA
2362
Armis Advisers
Georgia
$348K +$118K +1,072 +44%
BW
2363
BXM Wealth
Colorado
$348K +$323K +2,932 +95%
SSWM
2364
Sheets Smith Wealth Management
North Carolina
$347K -$78.3K -711 -19%
SIC
2365
Sigma Investment Counselors
Michigan
$346K -$76.8K -697 -19%
GGI
2366
GPM Growth Investors
Michigan
$346K +$7.16K +65 +2%
VWA
2367
Visionary Wealth Advisors
Illinois
$346K -$53.5K -486 -14%
MAM
2368
McLean Asset Management
Virginia
$346K -$7.49K -68 -2%
MAM
2369
Marotta Asset Management
Virginia
$345K -$11K -100 -3%
WCFA
2370
Walkner Condon Financial Advisors
Wisconsin
$344K -$3.52K -32 -1%
BW
2371
BIP Wealth
Georgia
$344K +$17.8K +162 +6%
EFG
2372
Ethos Financial Group
Pennsylvania
$344K +$37.3K +339 +13%
SIC
2373
SJS Investment Consulting
Ohio
$344K +$27K +245 +9%
VC
2374
Vicus Capital
Pennsylvania
$343K -$26K -236 -7%
SIM
2375
Sims Investment Management
Ohio
$343K – – –