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Name Holding Trade Value Shares
Change
Change in
Stake
FCMA
1901
Foresight Capital Management Advisors
Michigan
$375K -$45.3K -228 -16%
AIC
1902
Allodium Investment Consultants
Minnesota
$374K +$246K +1,240 New
SIA
1903
SGL Investment Advisors
Montana
$373K +$384K +1,934 New
OBWG
1904
Onyx Bridge Wealth Group
New York
$372K +$245K +1,232 New
PA
1905
Prairie Advisory
Kansas
$371K +$244K +1,231 New
FAM
1906
Forte Asset Management
New York
$371K +$244K +1,230 New
GFPC
1907
Global Financial Private Client
Florida
$370K +$243K +1,225 New
SEA
1908
Stegent Equity Advisors
Texas
$369K +$243K +1,223 New
MSWM
1909
Mowery & Schoenfeld Wealth Management
Illinois
$368K
KFI
1910
Key Financial Inc
Pennsylvania
$368K
PWM
1911
Puff Wealth Management
New Jersey
$367K +$242K +1,217 New
CFO
1912
Collective Family Office
Pennsylvania
$365K +$240K +1,211 New
BPWM
1913
Badgley Phelps Wealth Managers
Washington
$365K +$240K +1,210 New
PB
1914
Pinnacle Bancorp
Nebraska
$365K
CPA
1915
Cardiff Park Advisors
California
$365K +$240K +1,210 New
CCG
1916
Ceeto Capital Group
Florida
$365K +$240K +1,210 New
RCM
1917
RB Capital Management
Nevada
$364K +$240K +1,207 New
DWS
1918
Dynamic Wealth Strategies
California
$364K -$130K -655 -35%
IA
1919
IFG Advisory
Georgia
$363K +$223K +1,123 +1,404%
SAS
1920
Stelac Advisory Services
New York
$362K
AW
1921
Apricus Wealth
South Carolina
$362K +$238K +1,200 New
EWA
1922
Etesian Wealth Advisors
Oregon
$362K +$238K +1,200 New
RFA
1923
Resurgent Financial Advisors
Georgia
$362K +$238K +1,200 New
TFA
1924
Tobias Financial Advisors
Florida
$362K +$238K +1,200 New
Betterment LLC
1925
Betterment LLC
New York
$362K +$238K +1,200 New