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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
3326
BAM Wealth Management
Colorado
$224K +$226K +756 New
AWA
3327
AGH Wealth Advisors
Kansas
$224K -$30.2K -101 -12%
FPW
3328
Flywheel Private Wealth
California
$224K
CP
3329
Capital Planning
Washington
$224K
AWMI
3330
Aegis Wealth Management (Iowa)
Iowa
$223K +$226K +753 New
DI
3331
Disciplined Investors
Texas
$223K +$8.98K +30 +4%
BS
3332
Brighton Securities
New York
$222K -$33.2K -111 -13%
GRQ
3333
Gardner Russo & Quinn
Pennsylvania
$222K +$225K +750 New
EGA
3334
Eagle Global Advisors
Texas
$222K
SBCM
3335
Schwerin Boyle Capital Management
Massachusetts
$222K +$225K +750 New
Betterment LLC
3336
Betterment LLC
New York
$222K +$224K +748 New
THCM
3337
Taylor Hoffman Capital Management
Virginia
$222K
DG
3338
Dala Group
Illinois
$221K +$224K +747 New
ABLA
3339
Alan B. Lancz & Associates
Ohio
$221K
RW
3340
Rede Wealth
Virginia
$221K -$728K -2,431 -77%
AWA
3341
A4 Wealth Advisors
North Carolina
$221K -$47.3K -158 -17%
SCP
3342
Sandhill Capital Partners
New York
$221K +$4.49K +15 +2%
FLP
3343
Financial Life Planners
Arizona
$221K +$1.2K +4 +0.5%
SWM
3344
Seed Wealth Management
Illinois
$220K -$13.5K -45 -6%
UFA
3345
Uptown Financial Advisors
Texas
$220K
BCM
3346
Beck Capital Management
Texas
$220K -$898 -3 -0.4%
PCS
3347
Private Client Services
Kentucky
$220K -$4.19K -14 -2%
TAM
3348
Tucker Asset Management
Colorado
$220K -$15.9K -53 -7%
SFS
3349
Symphony Financial Services
Ohio
$220K +$299 +1 +0.1%
SFG
3350
Strive Financial Group
Indiana
$219K +$222K +741 New