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Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1476
Betterment LLC
New York
$519K +$3.3K +5 +0.6%
SIG
1477
Spinnaker Investment Group
California
$518K -$3.96K -6 -0.8%
MSR
1478
Main Street Research
Connecticut
$516K +$17.8K +27 +4%
PCS
1479
Private Client Services
Kentucky
$514K +$1.32K +2 +0.3%
NAMNJ
1480
NorthStar Asset Management (New Jersey)
New Jersey
$513K +$661 +1 +0.1%
SQA
1481
Simon Quick Advisors
New Jersey
$513K +$68.7K +104 +15%
CCFM
1482
Clear Creek Financial Management
Washington
$513K +$13.2K +20 +3%
CPW
1483
Catalyst Private Wealth
California
$513K -$49.6K -75 -9%
SIM
1484
Stratos Investment Management
Ohio
$510K -$249K -377 -33%
AF
1485
Arrow Financial
New York
$509K – – –
GFA
1486
Godfrey Financial Associates
New York
$508K +$507K +767 New
AWM
1487
Accurate Wealth Management
Florida
$508K +$63.4K +96 +14%
TWP
1488
Triad Wealth Partners
Kansas
$508K -$43K -65 -8%
BWA
1489
BlueSky Wealth Advisors
North Carolina
$507K – – –
PFG
1490
PAX Financial Group
Texas
$506K -$48.2K -73 -9%
CAG
1491
Csenge Advisory Group
Florida
$506K -$99.8K -151 -17%
FSA
1492
Fort Sheridan Advisors
Illinois
$505K – – –
FIA
1493
Foundations Investment Advisors
Arizona
$503K +$41K +62 +9%
KFP
1494
KMG Fiduciary Partners
Ohio
$501K -$14.5K -22 -3%
CWA
1495
Canvas Wealth Advisors
Kansas
$501K +$2.64K +4 +0.5%
PWMG
1496
Prestige Wealth Management Group
New Jersey
$500K +$19.8K +30 +4%
SVWAG
1497
Sound View Wealth Advisors Group
Georgia
$500K -$95.2K -144 -16%
SL
1498
SFM LLC
New Hampshire
$500K +$20.5K +31 +4%
II
1499
Impact Investors
California
$500K -$2.64K -4 -0.5%
TWM
1500
TLW Wealth Management
Florida
$499K +$158K +239 +46%