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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
2601
Liberty Wealth Management
California
$541K +$533K +963 New
SFS
2602
Symphony Financial Services
Ohio
$541K -$3.87K -7 -0.7%
AWA
2603
Aletheian Wealth Advisors
Washington
$541K +$8.85K +16 +2%
WPW
2604
Warther Private Wealth
Ohio
$540K -$129K -233 -20%
RCP
2605
Rothschild Capital Partners
New York
$539K
PA
2606
PFW Advisors
Georgia
$539K -$6.64K -12 -1%
GWCM
2607
Godshalk Welsh Capital Management
Pennsylvania
$539K
TFA
2608
Tobias Financial Advisors
Florida
$539K +$281K +509 +113%
EFA
2609
Edge Financial Advisors
Illinois
$539K +$25.4K +46 +5%
NWWA
2610
New Wave Wealth Advisors
Arkansas
$539K +$8.85K +16 +2%
WCFA
2611
Walkner Condon Financial Advisors
Wisconsin
$539K +$26K +47 +5%
PFM
2612
Phillips Financial Management
Indiana
$538K +$43.7K +79 +9%
CPW
2613
Catalyst Private Wealth
California
$538K +$91.2K +165 +21%
SA
2614
Stewardship Advisors
Pennsylvania
$537K -$7.74K -14 -1%
BTD
2615
BankPlus Trust Department
Mississippi
$536K -$79.6K -144 -13%
LSPW
2616
Lake Street Private Wealth
Illinois
$534K +$525K +950 New
CWA
2617
Consilio Wealth Advisors
Washington
$534K -$155K -280 -22%
LWA
2618
Lineweaver Wealth Advisors
Ohio
$533K -$9.95K -18 -2%
BWM
2619
BlackDiamond Wealth Management
New York
$532K +$33.7K +61 +7%
PDM
2620
Penn Davis McFarland
Texas
$532K -$13.8K -25 -3%
Betterment LLC
2621
Betterment LLC
New York
$532K +$32.1K +58 +7%
DO
2622
denkapparat Operations
Germany
$532K +$27.7K +50 +6%
PIM
2623
Pullen Investment Management
Florida
$531K -$53.1K -96 -9%
MC
2624
Machina Capital
France
$530K -$2.29M -4,148 -81%
MWM
2625
MBE Wealth Management
Wisconsin
$530K -$17.7K -32 -3%