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Name Holding Trade Value Shares
Change
Change in
Stake
BSHC
2951
Breed's Hill Capital
Massachusetts
$576K
BLC
2952
Brown, Lisle/Cummings
Rhode Island
$576K +$2.73K +7 +0.4%
OIA
2953
Optimum Investment Advisors
Illinois
$576K -$17.9K -46 -3%
PM
2954
Phraction Management
Connecticut
$575K -$19.5K -50 -3%
OPWM
2955
Oakwell Private Wealth Management
Texas
$575K +$611K +1,569 New
MHC
2956
May Hill Capital
Massachusetts
$575K -$23K -59 -4%
TFF
2957
The Family Firm
Maryland
$574K +$2.73K +7 +0.4%
1WM
2958
1858 Wealth Management
Ohio
$574K -$203K -520 -25%
TW
2959
Traveka Wealth
California
$570K -$7.41K -19 -1%
DW30
2960
Drucker Wealth 3.0
New Jersey
$569K +$323K +830 +115%
4A
2961
4Wealth Advisors
Illinois
$568K +$73.7K +189 +14%
FW
2962
FullCircle Wealth
Texas
$568K +$7.41K +19 +1%
Betterment LLC
2963
Betterment LLC
New York
$567K +$105K +269 +21%
SEM
2964
Suncoast Equity Management
Florida
$567K +$1.17K +3 +0.2%
GG
2965
Gleason Group
Kentucky
$565K +$3.51K +9 +0.6%
UPS
2966
UHLMANN PRICE SECURITIES
Illinois
$562K -$2.73K -7 -0.5%
RFA
2967
Reyes Financial Architecture
California
$561K -$4.68K -12 -0.8%
SWRP
2968
Summit Wealth & Retirement Planning
California
$561K +$56.5K +145 +10%
CWA
2969
CJM Wealth Advisers
Virginia
$561K -$28.8K -74 -5%
RRA
2970
Round Rock Advisors
Connecticut
$561K +$18.3K +47 +3%
LWM
2971
Lakeridge Wealth Management
Ohio
$560K +$19.1K +49 +3%
SC
2972
Shay Capital
New York
$559K +$594K +1,525 New
GC
2973
Garde Capital
Washington
$557K
Legacy Financial Group (Iowa)
2974
Legacy Financial Group (Iowa)
Iowa
$557K +$3.12K +8 +0.5%
HIS
2975
Harvest Investment Services
Illinois
$556K +$187K +479 +46%