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Name Holding Trade Value Shares
Change
Change in
Stake
BDFN
2951
Bond & Devick Financial Network
Minnesota
$532K +$325 +1 +0.1%
Betterment LLC
2952
Betterment LLC
New York
$532K +$28.3K +87 +6%
TPWA
2953
TRUE Private Wealth Advisors
Oregon
$531K -$12.7K -39 -3%
JFA
2954
JNBA Financial Advisors
Minnesota
$530K +$2.28K +7 +0.5%
PCM
2955
Payne Capital Management
New York
$529K
DA
2956
DCF Advisers
Connecticut
$529K +$488K +1,500 New
ZRP
2957
Zynergy Retirement Planning
New Jersey
$529K
RMF
2958
Red Mountain Financial
Colorado
$528K -$27.7K -85 -5%
PFA
2959
Plotkin Financial Advisors
Maryland
$528K
OIA
2960
Oakmont Investment Advisors
Pennsylvania
$527K -$17.9K -55 -4%
WFG
2961
Wills Financial Group
Virginia
$526K -$21.1K -65 -4%
PIA
2962
Pinion Investment Advisors
Kansas
$526K -$7.81K -24 -2%
FGC
2963
First Growth Capital
Maryland
$526K +$32.9K +101 +7%
BCM
2964
Bannerstone Capital Management
Minnesota
$525K -$8.13K -25 -2%
FDW
2965
Fourth Dimension Wealth
Ohio
$524K
BA
2966
Brightwater Advisory
Florida
$524K +$325 +1 +0.1%
LPFG
2967
Landing Point Financial Group
Ohio
$523K -$2.93K -9 -0.6%
BPWM
2968
BCS Private Wealth Management
New Jersey
$522K -$399K -1,227 -45%
KFA
2969
Krane Funds Advisors
New York
$522K -$147K -451 -23%
GG
2970
Gleason Group
Kentucky
$521K -$87.2K -268 -15%
SFS
2971
Strategic Financial Services
New York
$520K
PP
2972
PFS Partners
New Jersey
$520K -$12K -37 -2%
CPIA
2973
Cornell Pochily Investment Advisors
New York
$520K +$114K +350 +31%
ITIM
2974
Indiana Trust & Investment Management
Indiana
$519K
APFP
2975
Action Point Financial Planning
Michigan
$519K +$482K +1,482 New