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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
2951
Bellevue Asset Management
Washington
$576K +$1.17K +3 +0.2%
NA
2952
Nestegg Advisors
New York
$576K +$3.12K +8 +0.5%
OLA
2953
Oliver Luxxe Assets
New Jersey
$576K +$133K +342 +28%
BSHC
2954
Breed's Hill Capital
Massachusetts
$576K – – –
BLC
2955
Brown, Lisle/Cummings
Rhode Island
$576K +$2.73K +7 +0.4%
OIA
2956
Optimum Investment Advisors
Illinois
$576K -$17.9K -46 -3%
PM
2957
Phraction Management
Connecticut
$575K -$19.5K -50 -3%
OPWM
2958
Oakwell Private Wealth Management
Texas
$575K +$611K +1,569 New
MHC
2959
May Hill Capital
Massachusetts
$575K -$23K -59 -4%
TFF
2960
The Family Firm
Maryland
$574K +$2.73K +7 +0.4%
1WM
2961
1858 Wealth Management
Ohio
$574K -$203K -520 -25%
TW
2962
Traveka Wealth
California
$570K -$7.41K -19 -1%
DW30
2963
Drucker Wealth 3.0
New Jersey
$569K +$323K +830 +115%
4A
2964
4Wealth Advisors
Illinois
$568K +$73.7K +189 +14%
FW
2965
FullCircle Wealth
Texas
$568K +$7.41K +19 +1%
Betterment LLC
2966
Betterment LLC
New York
$567K +$105K +269 +21%
SEM
2967
Suncoast Equity Management
Florida
$567K +$1.17K +3 +0.2%
GG
2968
Gleason Group
Kentucky
$565K +$3.51K +9 +0.6%
UPS
2969
UHLMANN PRICE SECURITIES
Illinois
$562K -$2.73K -7 -0.5%
RFA
2970
Reyes Financial Architecture
California
$561K -$4.68K -12 -0.8%
SWRP
2971
Summit Wealth & Retirement Planning
California
$561K +$56.5K +145 +10%
CWA
2972
CJM Wealth Advisers
Virginia
$561K -$28.8K -74 -5%
RRA
2973
Round Rock Advisors
Connecticut
$561K +$18.3K +47 +3%
LWM
2974
Lakeridge Wealth Management
Ohio
$560K +$19.1K +49 +3%
SC
2975
Shay Capital
New York
$559K +$594K +1,525 New