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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
2126
Alera Investment Advisors
Illinois
$203K +$215K +6,552 New
BCP
2127
Berkeley Capital Partners
Georgia
$203K +$5.05K +154 +2%
PWA
2128
Peterson Wealth Advisors
Utah
$202K +$590 +18 +0.3%
IDA
2129
Intelligence Driven Advisers
California
$202K -$25.1K -765 -11%
OCPWS
2130
One Charles Private Wealth Services
Massachusetts
$202K -$10.4K -317 -5%
OMIC
2131
Old Mission Investment Co
Michigan
$201K -$1.11K -34 -0.5%
IF
2132
Ironwood Financial
Arizona
$201K -$1.21K -37 -0.6%
SAM
2133
Secure Asset Management
Michigan
$201K -$8.81K -269 -4%
WMG
2134
WESCAP Management Group
California
$201K – – –
RCM
2135
Rain Capital Management
Oregon
$201K -$2.72K -83 -1%
HPM
2136
Hoxton Planning & Management
West Virginia
$201K -$20.6K -629 -9%
VCM
2137
Virtue Capital Management
Tennessee
$201K -$102K -3,115 -34%
Betterment LLC
2138
Betterment LLC
New York
$200K -$2.56K -78 -1%
OLVIG
2139
Oliver Lagore Vanvalin Investment Group
Michigan
$194K +$25.3K +771 +14%
EWP
2140
Elevation Wealth Partners
California
$191K -$17.4K -530 -8%
GTAM
2141
Global Trust Asset Management
Florida
$191K +$3.28K +100 +2%
CFG
2142
CKW Financial Group
Hawaii
$188K +$107K +3,251 +115%
MWA
2143
Miller Wealth Advisors
Colorado
$186K – – –
GWSG
2144
GPS Wealth Strategies Group
Colorado
$185K -$14.9K -455 -7%
AAG
2145
Armstrong Advisory Group
Massachusetts
$184K -$9.27K -283 -5%
LWANC
2146
Laurel Wealth Advisors (North Carolina)
North Carolina
$183K -$4.95K -151 -2%
BG
2147
Bollard Group
Massachusetts
$182K +$786 +24 +0.4%
W
2148
WealthCollab
Washington
$180K -$98 -3 -0.1%
PIS
2149
POM Investment Strategies
North Carolina
$175K +$754 +23 +0.4%
LTI
2150
Laffer Tengler Investments
Tennessee
$175K – – –