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Name Holding Trade Value Shares
Change
Change in
Stake
Partners Capital Investment Group
3076
Partners Capital Investment Group
Massachusetts
$463K – – –
CA
3077
Callahan Advisors
Texas
$463K +$1.73K +5 +0.5%
Betterment LLC
3078
Betterment LLC
New York
$463K +$361K +1,041 New
DJYG
3079
David J. Yvars Group
Florida
$463K -$37.5K -108 -9%
Beck Mack & Oliver
3080
Beck Mack & Oliver
New York
$463K -$3.47K -10 -1%
Engineers Gate Manager
3081
Engineers Gate Manager
New York
$461K -$632K -1,822 -64%
NWM
3082
Napa Wealth Management
California
$460K -$774K -2,233 -68%
SDAM
3083
Shulman DeMeo Asset Management
New York
$460K -$27.4K -79 -7%
NCM
3084
Northside Capital Management
Oregon
$460K – – –
AGP
3085
Aspire Growth Partners
Florida
$459K -$13.9K -40 -4%
HWMO
3086
Heritage Wealth Management (Ohio)
Ohio
$459K – – –
WW
3087
Winnow Wealth
Texas
$459K +$358K +1,031 New
WHC
3088
Wulff, Hansen & Co
California
$458K – – –
EWS
3089
Evergreen Wealth Solutions
Pennsylvania
$456K – – –
CWA
3090
Carolina Wealth Advisors
South Carolina
$455K -$24.3K -70 -6%
SA
3091
Sage Advisors
Colorado
$455K +$44.4K +128 +14%
GG
3092
GenWealth Group
New Jersey
$455K – – –
Martingale Asset Management
3093
Martingale Asset Management
Massachusetts
$454K +$36.4K +105 +11%
UWM
3094
USAdvisors Wealth Management
Minnesota
$452K -$15.6K -45 -4%
LC
3095
Lavaca Capital
Texas
$451K – – –
WAOI
3096
Wealth Advisors of Iowa
Iowa
$451K +$60.4K +174 +21%
RGF
3097
Retirement Guys Formula
Ohio
$451K +$18.7K +54 +6%
AIA
3098
Armor Investment Advisors
North Carolina
$451K +$351K +1,013 New
SO
3099
Sierra Ocean
California
$450K -$30.2K -87 -8%
EWM
3100
Edge Wealth Management
New York
$449K – – –