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Name Holding Trade Value Shares
Change
Change in
Stake
LAM
2651
Lewis Asset Management
California
$448K +$5.18K +10 +1%
FC
2652
Financial Council
Maryland
$447K
CCA
2653
Cooper Capital Advisors
California
$447K +$439K +848 New
PW
2654
PUREfi Wealth
Massachusetts
$447K +$439K +848 New
BWM
2655
BlackDiamond Wealth Management
New York
$445K +$9.84K +19 +2%
ONSWM
2656
Old North State Wealth Management
North Carolina
$444K +$34.7K +67 +9%
TWP
2657
Tempus Wealth Planning
California
$443K +$28.5K +55 +7%
Betterment LLC
2658
Betterment LLC
New York
$441K +$6.21K +12 +1%
TIA
2659
Tiemann Investment Advisors
California
$441K +$5.18K +10 +1%
LWM
2660
Lodestone Wealth Management
Washington
$440K +$5.18K +10 +1%
HIG
2661
Heritage Investment Group
Florida
$440K
PA
2662
Promethium Advisors
Maryland
$440K +$4.14K +8 +1%
MPW
2663
Magnolia Private Wealth
Pennsylvania
$440K +$432K +835 New
HA
2664
Hamel Associates
New Jersey
$439K
PB
2665
Pinnacle Bancorp
Nebraska
$438K
PCS
2666
Private Client Services
Kentucky
$438K +$26.9K +52 +7%
AWA
2667
Aletheian Wealth Advisors
Washington
$437K +$27.4K +53 +7%
EMAM
2668
Encompass More Asset Management
California
$436K -$28K -54 -6%
WWMSC
2669
Wagner Wealth Management (South Carolina)
South Carolina
$435K +$31.6K +61 +8%
CCT
2670
Chemung Canal Trust
New York
$435K
DA
2671
Drake & Associates
Wisconsin
$435K -$31.6K -61 -7%
GAA
2672
Global Assets Advisory
Florida
$434K -$524K -1,012 -55%
Cohen & Steers
2673
Cohen & Steers
New York
$434K +$20.7K +40 +5%
WCFA
2674
Walkner Condon Financial Advisors
Wisconsin
$434K +$29.5K +57 +7%
CIG
2675
Cascade Investment Group
Colorado
$433K -$11.4K -22 -3%