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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
4151
Portolan Capital Management
Massachusetts
$3.13M +$217K +500 +9%
AWS
4152
Aspen Wealth Strategies
Colorado
$3.13M -$270K -621 -9%
NCM
4153
Neumann Capital Management
California
$3.13M -$25.2K -58 -0.9%
KIG
4154
Kennedy Investment Group
New Jersey
$3.13M -$24.3K -56 -0.9%
PFA
4155
Pathway Financial Advisors
Vermont
$3.12M -$5.65K -13 -0.2%
GCM
4156
Gunderson Capital Management
South Carolina
$3.12M +$2.46M +5,660 +911%
GFG
4157
Greenbush Financial Group
New York
$3.12M +$117K +270 +5%
FHB
4158
First Hawaiian Bank
Hawaii
$3.11M +$213K +490 +9%
LFGO
4159
Legacy Financial Group (Oklahoma)
Oklahoma
$3.11M -$220K -507 -8%
TWM
4160
Trevian Wealth Management
Massachusetts
$3.11M +$59.1K +136 +2%
GSC
4161
G&S Capital
Colorado
$3.11M -$15.2K -35 -0.6%
Betterment LLC
4162
Betterment LLC
New York
$3.1M +$91.6K +211 +4%
RS
4163
Rakuten Securities
Japan
$3.1M -$1.77M -4,074 -40%
DFP
4164
Defined Financial Planning
California
$3.1M +$84.2K +194 +3%
HFAS
4165
Hummer Financial Advisory Services
Illinois
$3.1M +$4.34K +10 +0.2%
PRP
4166
Peak Retirement Planning
Ohio
$3.1M +$294K +678 +12%
LFS
4167
Leibman Financial Services
Nebraska
$3.09M -$492K -1,133 -15%
TCM
4168
Traub Capital Management
Massachusetts
$3.09M +$2.7M +6,213 New
E3F
4169
Eight 31 Financial
Texas
$3.09M -$191K -439 -7%
EHWM
4170
Eads & Heald Wealth Management
Georgia
$3.09M -$110K -253 -4%
DP
4171
Denver PWM
Colorado
$3.08M +$660K +1,519 +32%
AF
4172
Abound Financial
California
$3.08M +$434 +1 +0%
SPAS
4173
Spectrum Planning & Advisory Services
California
$3.08M +$633K +1,457 +31%
CWMGO
4174
Capstone Wealth Management Group (Oregon)
Oregon
$3.08M -$7.82K -18 -0.3%
BL
4175
Balentine LLC
Georgia
$3.08M -$83.8K -193 -3%