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Name Holding Trade Value Shares
Change
Change in
Stake
VC
1351
Veery Capital
Delaware
$488K – – –
PWMAG
1352
Pinnacle Wealth Management Advisory Group
New Jersey
$486K +$12K +20 +3%
VA
1353
VestGen Advisors
Illinois
$483K +$473K +787 New
GWMR
1354
GC Wealth Management RIA
Massachusetts
$481K +$21K +35 +5%
AF
1355
Apexium Financial
Texas
$481K +$234K +389 +98%
IA
1356
Integrity Alliance
Iowa
$481K +$241K +402 +106%
RF
1357
Rossby Financial
Florida
$481K -$22.2K -37 -5%
LB
1358
Legacy Bridge
Iowa
$480K – – –
RZH
1359
Relyea Zuckerberg Hanson
Connecticut
$480K +$43.2K +72 +10%
CCA
1360
Conestoga Capital Advisors
Pennsylvania
$479K +$9.01K +15 +2%
CCA
1361
Cobblestone Capital Advisors
New York
$473K +$463K +771 New
UIA
1362
Ulland Investment Advisors
Minnesota
$471K – – –
BWA
1363
BlueSky Wealth Advisors
North Carolina
$470K – – –
PCS
1364
Private Client Services
Kentucky
$468K -$5.41K -9 -1%
AFW
1365
Avantra Family Wealth
Pennsylvania
$467K -$253K -422 -36%
TWP
1366
Triad Wealth Partners
Kansas
$466K +$5.41K +9 +1%
C
1367
Certuity
Florida
$466K -$61.3K -102 -12%
CCM
1368
Chilton Capital Management
Texas
$465K -$1.55M -2,584 -77%
KFP
1369
KMG Fiduciary Partners
Ohio
$465K – – –
NAMNJ
1370
NorthStar Asset Management (New Jersey)
New Jersey
$464K +$28.8K +48 +7%
1CP
1371
17 Capital Partners
Arizona
$463K +$9.01K +15 +2%
GCP
1372
Gill Capital Partners
Colorado
$462K -$601 -1 -0.1%
Betterment LLC
1373
Betterment LLC
New York
$462K +$3.6K +6 +0.8%
4A
1374
4Wealth Advisors
Illinois
$462K +$107K +178 +31%
AF
1375
Arrow Financial
New York
$460K – – –