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Name Holding Trade Value Shares
Change
Change in
Stake
CMF
2526
Counterpoint Mutual Funds
California
$568K +$332K +630 +125%
Betterment LLC
2527
Betterment LLC
New York
$567K +$88.5K +168 +17%
ZIG
2528
Zullo Investment Group
Pennsylvania
$567K +$10.5K +20 +2%
BCG
2529
Breakwater Capital Group
New Jersey
$566K -$3.69K -7 -0.6%
NIP
2530
Nicholas Investment Partners
California
$566K -$78.5K -149 -12%
HWP
2531
Hibernia Wealth Partners
Louisiana
$565K +$7.9K +15 +1%
SAM
2532
Sagewood Asset Management
New York
$565K -$211K -401 -26%
HCM
2533
Horiko Capital Management
New York
$565K
KMWM
2534
Keudell/Morrison Wealth Management
Oregon
$563K -$6.85K -13 -1%
BBNB
2535
Baker Boyer National Bank
Washington
$562K -$2.63K -5 -0.4%
GKWIM
2536
Gerber Kawasaki Wealth & Investment Management
California
$561K -$10.5K -20 -2%
LT
2537
Legacy Trust
Michigan
$560K -$2.63K -5 -0.4%
ECM
2538
ExodusPoint Capital Management
New York
$558K +$588K +1,117 New
CYG
2539
Clean Yield Group
Vermont
$556K -$49.5K -94 -8%
QFW
2540
QTR Family Wealth
Florida
$556K +$32.7K +62 +6%
HBFP
2541
Henderson Brothers Financial Partners
Pennsylvania
$555K +$585K +1,110 New
AI
2542
Arvest Investments
Arkansas
$555K +$143K +271 +32%
CC
2543
Climber Capital
Switzerland
$554K +$369K +701 +171%
PFM
2544
Potomac Fund Management
Florida
$553K -$7.9K -15 -1%
BW
2545
BIP Wealth
Georgia
$553K -$222K -422 -28%
HIG
2546
Heritage Investment Group
Florida
$552K -$1.05K -2 -0.2%
NWMP
2547
Noble Wealth Management PBC
Colorado
$552K -$7.37K -14 -1%
CVM
2548
Cheviot Value Management
California
$551K -$7.9K -15 -1%
SWRP
2549
Summit Wealth & Retirement Planning
California
$551K -$15.3K -29 -3%
GPWM
2550
Grant Private Wealth Management
California
$550K +$134K +254 +30%