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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1401
WP Advisors
California
$469K +$638 +1 +0.1%
CCFM
1402
Clear Creek Financial Management
Washington
$468K +$460K +720 New
BWP
1403
Bernardo Wealth Planning
Pennsylvania
$467K
FFS
1404
Founders Financial Securities
Maryland
$467K +$16.6K +26 +4%
KIA
1405
KCM Investment Advisors
California
$465K +$37.7K +59 +9%
BOM
1406
Bank of Marin
California
$465K +$8.3K +13 +2%
FCA
1407
Fortis Capital Advisors
Kansas
$464K +$456K +714 New
OL
1408
OneFund LLC
Florida
$461K -$13.4K -21 -3%
CIAS
1409
Capital Investment Advisory Services
North Carolina
$459K +$451K +706 New
USB
1410
Union Savings Bank
Connecticut
$458K
SIC
1411
Samalin Investment Counsel
New York
$458K +$1.28K +2 +0.3%
Betterment LLC
1412
Betterment LLC
New York
$456K +$448K +702 New
PWM
1413
Power Wealth Management
Georgia
$456K -$37K -58 -8%
CICI
1414
Capital Investment Counsel Inc
North Carolina
$455K
PK
1415
Pflug Koory
Nebraska
$455K
WAG
1416
Winthrop Advisory Group
Massachusetts
$454K -$13.4K -21 -3%
FSA
1417
Fort Sheridan Advisors
Illinois
$454K +$72.1K +113 +19%
1CP
1418
17 Capital Partners
Arizona
$450K
IAIM
1419
International Assets Investment Management
Florida
$450K -$33.8K -53 -7%
SWM
1420
Scissortail Wealth Management
Oklahoma
$450K +$442K +692 New
GDP
1421
Great Diamond Partners
Maine
$449K -$11.5K -18 -3%
TPWA
1422
Twin Peaks Wealth Advisors
California
$449K +$19.1K +30 +5%
RIA
1423
Realta Investment Advisors
Delaware
$448K +$440K +690 New
JSW
1424
Journey Strategic Wealth
New Jersey
$447K +$202K +317 +86%
GEA
1425
Glen Eagle Advisors
New Jersey
$439K +$12.1K +19 +3%