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Name Holding Trade Value Shares
Change
Change in
Stake
VC
2601
Vicus Capital
Pennsylvania
$541K +$197K +356 +59%
LWM
2602
Liberty Wealth Management
California
$541K +$533K +963 New
SFS
2603
Symphony Financial Services
Ohio
$541K -$3.87K -7 -0.7%
AWA
2604
Aletheian Wealth Advisors
Washington
$541K +$8.85K +16 +2%
WPW
2605
Warther Private Wealth
Ohio
$540K -$129K -233 -20%
RCP
2606
Rothschild Capital Partners
New York
$539K – – –
PA
2607
PFW Advisors
Georgia
$539K -$6.64K -12 -1%
GWCM
2608
Godshalk Welsh Capital Management
Pennsylvania
$539K – – –
TFA
2609
Tobias Financial Advisors
Florida
$539K +$281K +509 +113%
EFA
2610
Edge Financial Advisors
Illinois
$539K +$25.4K +46 +5%
NWWA
2611
New Wave Wealth Advisors
Arkansas
$539K +$8.85K +16 +2%
WCFA
2612
Walkner Condon Financial Advisors
Wisconsin
$539K +$26K +47 +5%
PFM
2613
Phillips Financial Management
Indiana
$538K +$43.7K +79 +9%
CPW
2614
Catalyst Private Wealth
California
$538K +$91.2K +165 +21%
SA
2615
Stewardship Advisors
Pennsylvania
$537K -$7.74K -14 -1%
BTD
2616
BankPlus Trust Department
Mississippi
$536K -$79.6K -144 -13%
LSPW
2617
Lake Street Private Wealth
Illinois
$534K +$525K +950 New
CWA
2618
Consilio Wealth Advisors
Washington
$534K -$155K -280 -22%
LWA
2619
Lineweaver Wealth Advisors
Ohio
$533K -$9.95K -18 -2%
BWM
2620
BlackDiamond Wealth Management
New York
$532K +$33.7K +61 +7%
PDM
2621
Penn Davis McFarland
Texas
$532K -$13.8K -25 -3%
Betterment LLC
2622
Betterment LLC
New York
$532K +$32.1K +58 +7%
DO
2623
denkapparat Operations
Germany
$532K +$27.7K +50 +6%
PIM
2624
Pullen Investment Management
Florida
$531K -$53.1K -96 -9%
MC
2625
Machina Capital
France
$530K -$2.29M -4,148 -81%