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Name Holding Trade Value Shares
Change
Change in
Stake
PAG
2526
Private Advisory Group
Washington
$562K +$66.3K +133 +14%
HA
2527
Heffernan Advisory
Arizona
$562K +$99.7K +200 +22%
KWM
2528
KMT Wealth Management
California
$562K +$545K +1,094 New
FFG
2529
Fortem Financial Group
California
$561K -$130K -260 -19%
Betterment LLC
2530
Betterment LLC
New York
$561K -$21.4K -43 -4%
JTWM
2531
Jackson Thornton Wealth Management
Alabama
$560K +$251K +504 +86%
NFG
2532
Nadler Financial Group
Illinois
$560K +$499 +1 +0.1%
AWAP
2533
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$560K -$49.9K -100 -8%
FFO
2534
Fortitude Family Office
Arizona
$560K -$3.99K -8 -0.7%
VFG
2535
Victory Financial Group
Texas
$556K -$215K -432 -29%
FFM
2536
Fullerton Fund Management
Singapore
$555K -$166K -332 -23%
DM
2537
Diversified Management
Wisconsin
$551K -$195K -391 -27%
CWG
2538
Crown Wealth Group
North Carolina
$551K +$20.4K +41 +4%
CCA
2539
Collaborative Capital Advisors
New York
$551K +$535K +1,073 New
EL
2540
Essex LLC
Illinois
$551K -$95.2K -191 -15%
BSSFA
2541
Baron Silver Stevens Financial Advisors
Florida
$551K +$24.9K +50 +5%
SQA
2542
Simon Quick Advisors
New Jersey
$551K -$36.9K -74 -6%
HIG
2543
Heritage Investment Group
Florida
$550K -$16.5K -33 -3%
JRPIM
2544
Journey Retirement Planning & Investment Management
Idaho
$550K -$72.8K -146 -12%
HCA
2545
Hardworking Capital Advisors
California
$550K +$17.9K +36 +3%
CIAS
2546
CFS Investment Advisory Services
New Jersey
$549K -$40.9K -82 -7%
DWS
2547
Discipline Wealth Solutions
South Carolina
$547K +$24.9K +50 +5%
1WA
2548
180 Wealth Advisors
Washington
$547K +$4.99K +10 +0.9%
RA
2549
Rise Advisors
New York
$546K +$14K +28 +3%
AWP
2550
Abacus Wealth Partners
California
$546K -$707K -1,418 -57%