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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
3826
CCG Wealth Management
California
$2.25M +$95K +545 +5%
Betterment LLC
3827
Betterment LLC
New York
$2.25M -$33.8K -194 -2%
NA
3828
Nautilus Advisors
California
$2.24M -$72.2K -414 -3%
AFS
3829
AFG Fiduciary Services
Massachusetts
$2.24M -$16.6K -95 -0.8%
T
3830
Tidemark
California
$2.24M +$38K +218 +2%
LA
3831
Lakeside Advisors
Washington
$2.24M -$523K -3,000 -20%
PSF
3832
Pacific Sun Financial
California
$2.24M +$84.7K +486 +4%
LWA
3833
Lantern Wealth Advisors
New York
$2.24M +$451K +2,590 +21%
PGWM
3834
Pitti Group Wealth Management
New York
$2.23M -$461K -2,647 -18%
NRW
3835
Nova R Wealth
Kansas
$2.23M +$88.7K +509 +4%
HFW
3836
Horizon Family Wealth
Illinois
$2.22M -$73.6K -422 -3%
AFG
3837
Allegheny Financial Group
Pennsylvania
$2.22M -$17.1K -98 -0.8%
KF
3838
KKM Financial
Illinois
$2.21M -$2.09M -12,000 -50%
SFS
3839
Summit Financial Strategies
Ohio
$2.21M +$39.4K +226 +2%
NAMM
3840
NorthStar Asset Management (Massachusetts)
Massachusetts
$2.21M +$66.2K +380 +3%
JWM
3841
JDH Wealth Management
California
$2.21M
ACA
3842
American Capital Advisory
Idaho
$2.21M -$81.8K -469 -4%
CCP
3843
Cassia Capital Partners
North Carolina
$2.2M +$132K +755 +7%
WCM
3844
Warburton Capital Management
Oklahoma
$2.2M -$1.1M -6,285 -35%
SWM
3845
SilverOak Wealth Management
Minnesota
$2.2M -$466K -2,676 -18%
MLFP
3846
MPS Loria Financial Planners
Illinois
$2.2M -$2.96K -17 -0.1%
SFS
3847
Security Financial Services
Indiana
$2.2M -$660K -3,786 -24%
PPC
3848
Pennington Partners & Co
Maryland
$2.19M +$299K +1,718 +17%
TI
3849
Truxt Investmentos
Brazil
$2.19M +$2.05M +11,746 New
HWM
3850
HighMark Wealth Management
Minnesota
$2.19M -$236K -1,352 -10%