Name Holding Trade Value Shares
Change
Change in
Stake
TWP
4101
TFO Wealth Partners
Ohio
$460K +$25.3K +250 +7%
SCM
4102
Sollinda Capital Management
Florida
$459K +$376K +3,717 New
DCM
4103
Disciplina Capital Management
Tennessee
$458K -$404 -4 -0.1%
RCM
4104
RMR Capital Management
California
$456K – – –
HI
4105
Hendershot Investments
Virginia
$456K +$23.3K +230 +7%
SPI
4106
Santori & Peters Inc
Pennsylvania
$455K +$506 +5 +0.1%
CPG
4107
Custom Portfolio Group
Colorado
$453K -$18.2K -180 -5%
IDBONY
4108
Israel Discount Bank of New York
New York
$450K -$371K -3,667 -50%
PWM
4109
Provident Wealth Management
Tennessee
$450K +$368K +3,640 New
EFMH
4110
E Fund Management (HK)
Hong Kong
$449K +$174K +1,722 +90%
DP
4111
Divergent Planning
Maryland
$449K +$58.6K +580 +20%
FA
4112
FSA Advisors
Michigan
$448K -$401K -3,962 -67%
DIS
4113
Diversified Investment Strategies
Louisiana
$448K -$32.9K -325 -8%
CFO
4114
Custos Family Office
Texas
$446K -$809 -8 -0.2%
PCMC
4115
Paragon Capital Management (Colorado)
Colorado
$446K -$61.7K -610 -14%
FGG
4116
Financial Guidance Group
Florida
$445K – – –
FPTW
4117
Franklin, Parlapiano, Turner & Welch
Texas
$444K +$36.8K +364 +11%
RFG
4118
REAP Financial Group
Texas
$443K -$787K -7,782 -68%
CA
4119
Claris Advisors
Missouri
$443K +$48.2K +477 +15%
PB
4120
Pinnacle Bancorp
Nebraska
$441K +$160K +1,580 +79%
GMFG
4121
Greater Midwest Financial Group
Minnesota
$440K +$32.9K +325 +10%
NEPPG
4122
New England Professional Planning Group
Rhode Island
$439K – – –
SWM
4123
Sagace Wealth Management
Florida
$438K +$358K +3,544 New
LSWM
4124
Lorne Steinberg Wealth Management
Canada
$437K -$25.3K -250 -7%
Betterment LLC
4125
Betterment LLC
New York
$437K +$358K +3,541 New