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Name Holding Trade Value Shares
Change
Change in
Stake
MMG
1201
Monetary Management Group
Missouri
$329K – – –
SIA
1202
Soltis Investment Advisors
Utah
$328K -$87.1K -250 -17%
Betterment LLC
1203
Betterment LLC
New York
$328K +$121K +348 +38%
EW
1204
Expressive Wealth
Illinois
$327K +$106K +303 +32%
AWM
1205
Act Wealth Management
Texas
$325K – – –
TAFW
1206
Tred Avon Family Wealth
Maryland
$324K -$19.2K -55 -4%
EB
1207
Eastern Bank
Massachusetts
$324K -$8.06M -23,135 -95%
CPA
1208
Cardiff Park Advisors
California
$322K +$697 +2 +0.2%
BCM
1209
Bayesian Capital Management
New York
$322K +$429K +1,233 New
LIM
1210
Leavell Investment Management
Alabama
$320K +$89.2K +256 +26%
PP
1211
PDS Planning
Ohio
$320K -$175K -503 -29%
NB
1212
NBT Bank
New York
$319K -$32.4K -93 -7%
CB
1213
CNB Bank
Pennsylvania
$317K -$128K -368 -23%
MCCP
1214
Mission Creek Capital Partners
California
$316K -$667K -1,915 -61%
NSIM
1215
North Star Investment Management
Illinois
$316K -$2.09K -6 -0.5%
CI
1216
CX Institutional
Indiana
$316K -$164K -471 -28%
HWA
1217
HCR Wealth Advisors
California
$316K -$15K -43 -3%
HCM
1218
Hillman Capital Management
Maryland
$314K +$85.7K +246 +26%
BTI
1219
Blue Trust Inc
Georgia
$309K -$358K -1,028 -46%
FPH
1220
Financial Planning Hawaii
Hawaii
$309K +$148K +425 +56%
SL
1221
Summitry LLC
California
$309K +$151K +433 +58%
SFC
1222
SYM Financial Corp
Indiana
$307K +$31K +89 +8%
IWM
1223
IHT Wealth Management
Illinois
$307K -$68.3K -196 -14%
GCA
1224
Gradient Capital Advisors
California
$307K +$85K +244 +26%
DI
1225
DRH Investments
California
$306K +$409K +1,174 New