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Name Holding Trade Value Shares
Change
Change in
Stake
FC
2501
Financial Council
Maryland
$419K
SA
2502
Stewardship Advisors
Pennsylvania
$419K +$395K +849 New
CIG
2503
Cascade Investment Group
Colorado
$417K -$13.5K -29 -3%
GCM
2504
Goldstream Capital Management
Hong Kong
$416K +$122K +262 +45%
LAM
2505
Lewis Asset Management
California
$415K +$76.3K +164 +24%
CTA
2506
Colonial Trust Advisors
South Carolina
$414K +$34.9K +75 +10%
HIG
2507
Heritage Investment Group
Florida
$412K +$15.3K +33 +4%
HA
2508
Hamel Associates
New Jersey
$412K -$25.6K -55 -6%
DA
2509
Drake & Associates
Wisconsin
$411K +$65.1K +140 +20%
PB
2510
Pinnacle Bancorp
Nebraska
$411K +$11.6K +25 +3%
IC
2511
Inscription Capital
Texas
$410K +$75.8K +163 +24%
BWP
2512
Baldwin Wealth Partners
Massachusetts
$409K +$108K +233 +39%
PA
2513
Promethium Advisors
Maryland
$408K +$385K +827 New
TIA
2514
Tiemann Investment Advisors
California
$408K
OFS
2515
Oldfather Financial Services
Nebraska
$408K +$9.77K +21 +3%
CCT
2516
Chemung Canal Trust
New York
$408K
BSC
2517
Brown Shipley & Co
United Kingdom
$408K -$53.9K -116 -12%
LWM
2518
Lodestone Wealth Management
Washington
$407K -$155K -333 -29%
Betterment LLC
2519
Betterment LLC
New York
$407K +$122K +262 +47%
WH
2520
Willner & Heller
California
$405K +$22.8K +49 +6%
SPWG
2521
Sage Private Wealth Group
Illinois
$404K -$1.86K -4 -0.5%
APW
2522
Austin Private Wealth
Texas
$404K +$4.18K +9 +1%
RFP
2523
Root Financial Partners
California
$402K +$88.8K +191 +31%
MWM
2524
Mosley Wealth Management
California
$401K +$49.8K +107 +16%
VC
2525
Vicus Capital
Pennsylvania
$401K -$285K -612 -43%