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Name Holding Trade Value Shares
Change
Change in
Stake
HI
4101
Hendershot Investments
Virginia
$456K +$23.3K +230 +7%
SPI
4102
Santori & Peters Inc
Pennsylvania
$455K +$506 +5 +0.1%
CPG
4103
Custom Portfolio Group
Colorado
$453K -$18.2K -180 -5%
IDBONY
4104
Israel Discount Bank of New York
New York
$450K -$371K -3,667 -50%
PWM
4105
Provident Wealth Management
Tennessee
$450K +$368K +3,640 New
EFMH
4106
E Fund Management (HK)
Hong Kong
$449K +$174K +1,722 +90%
DP
4107
Divergent Planning
Maryland
$449K +$58.6K +580 +20%
FA
4108
FSA Advisors
Michigan
$448K -$401K -3,962 -67%
DIS
4109
Diversified Investment Strategies
Louisiana
$448K -$32.9K -325 -8%
CFO
4110
Custos Family Office
Texas
$446K -$809 -8 -0.2%
PCMC
4111
Paragon Capital Management (Colorado)
Colorado
$446K -$61.7K -610 -14%
FGG
4112
Financial Guidance Group
Florida
$445K
FPTW
4113
Franklin, Parlapiano, Turner & Welch
Texas
$444K +$36.8K +364 +11%
RFG
4114
REAP Financial Group
Texas
$443K -$787K -7,782 -68%
CA
4115
Claris Advisors
Missouri
$443K +$48.2K +477 +15%
PB
4116
Pinnacle Bancorp
Nebraska
$441K +$160K +1,580 +79%
GMFG
4117
Greater Midwest Financial Group
Minnesota
$440K +$32.9K +325 +10%
NEPPG
4118
New England Professional Planning Group
Rhode Island
$439K
SWM
4119
Sagace Wealth Management
Florida
$438K +$358K +3,544 New
LSWM
4120
Lorne Steinberg Wealth Management
Canada
$437K -$25.3K -250 -7%
Betterment LLC
4121
Betterment LLC
New York
$437K +$358K +3,541 New
EFG
4122
Ehrlich Financial Group
California
$437K +$103K +1,015 +40%
TCPW
4123
Twin City Private Wealth
North Carolina
$436K +$61.7K +610 +21%
BI
4124
BlueSpruce Investments
Illinois
$436K +$357K +3,530 New
OCM
4125
Octahedron Capital Management
California
$432K -$708K -7,000 -67%