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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1376
BlueSky Wealth Advisors
North Carolina
$413K +$90.2K +189 +25%
BHBT
1377
Burke & Herbert Bank & Trust
Virginia
$413K
1CP
1378
17 Capital Partners
Arizona
$412K +$4.77K +10 +1%
PWS
1379
Precision Wealth Strategies
Missouri
$409K -$79.2K -166 -15%
PDL
1380
Portfolio Design Labs
California
$409K +$246K +515 +120%
VHAM
1381
Van Hulzen Asset Management
California
$407K -$52.5K -110 -10%
FFA
1382
Founders Financial Alliance
North Carolina
$405K -$15.3K -32 -3%
GCA
1383
Gradient Capital Advisors
California
$403K -$188K -394 -30%
4WM
1384
49 Wealth Management
Texas
$400K +$229K +480 +108%
HHCP
1385
Hilton Head Capital Partners
South Carolina
$399K +$8.59K +18 +2%
RCAG
1386
Rehmann Capital Advisory Group
Michigan
$398K -$103K -215 -19%
CWM
1387
Connecticut Wealth Management
Connecticut
$397K -$110K -230 -20%
GBT
1388
Grove Bank & Trust
Florida
$397K -$213K -447 -33%
COCM
1389
Charter Oak Capital Management
New Hampshire
$397K +$1.43K +3 +0.3%
BIA
1390
Bell Investment Advisors
California
$396K -$21.5K -45 -5%
DE
1391
Defiance ETFs
New York
$395K +$436K +914 New
Betterment LLC
1392
Betterment LLC
New York
$393K +$59.1K +124 +16%
APW
1393
Aventura Private Wealth
Florida
$392K -$40.1K -84 -8%
GGI
1394
Godsey & Gibb Inc
Virginia
$391K
BDFN
1395
Bond & Devick Financial Network
Minnesota
$391K
VAM
1396
Verity Asset Management
North Carolina
$390K +$14.8K +31 +4%
OIS
1397
Okabena Investment Services
Minnesota
$389K -$447K -937 -51%
PCM
1398
PenderFund Capital Management
British Columbia, Canada
$389K +$429K +900 New
PI
1399
Pettee Investors
Connecticut
$389K
PI
1400
PFG Investments
New York
$388K -$8.11K -17 -2%