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Name Holding Trade Value Shares
Change
Change in
Stake
GM
1301
GeoWealth Management
Illinois
$4.29M +$202K +507 +5%
Betterment LLC
1302
Betterment LLC
New York
$4.27M +$682K +1,716 +20%
KHCM
1303
Kirtland Hills Capital Management
Ohio
$4.27M +$795 +2 +0%
KFP
1304
KMG Fiduciary Partners
Ohio
$4.27M +$87.9K +221 +2%
FMLI
1305
Fukoku Mutual Life Insurance
Japan
$4.26M +$379K +953 +10%
ZIG
1306
Zullo Investment Group
Pennsylvania
$4.26M +$3.18K +8 +0.1%
SFS
1307
Summit Financial Strategies
Ohio
$4.25M +$398 +1 +0%
SMC
1308
Smith, Moore & Co
Missouri
$4.24M +$5.17K +13 +0.1%
QPWM
1309
Quadrant Private Wealth Management
Pennsylvania
$4.23M +$149K +375 +4%
AGA
1310
Arch Global Advisors
New York
$4.23M -$48.9K -123 -1%
ASA
1311
Axxion S.A.
Luxembourg
$4.21M +$3.98M +10,007 New
RCMF
1312
RK Capital Management (Florida)
Florida
$4.21M +$3.98M +10,000 New
NFG
1313
Nadler Financial Group
Illinois
$4.2M -$16.3K -41 -0.4%
BA
1314
Bridgewater Advisors
New York
$4.2M -$95.5K -240 -2%
CPRC
1315
Consolidated Portfolio Review Corp
New York
$4.17M
AHC
1316
Adell Harriman & Carpenter
Texas
$4.16M -$124K -312 -3%
RIM
1317
Redwood Investment Management
Arizona
$4.14M +$181K +456 +5%
NA
1318
N10 Assets
Connecticut
$4.13M +$3.91M +9,829 New
IPW
1319
Invictus Private Wealth
Colorado
$4.13M +$3.9M +9,809 New
IPW
1320
Impact Partnership Wealth
Georgia
$4.12M +$407K +1,023 +12%
NFG
1321
Northbridge Financial Group
Florida
$4.11M +$194K +488 +5%
DI
1322
Diligent Investors
California
$4.11M +$47.3K +119 +1%
SFP
1323
Shepherd Financial Partners
Massachusetts
$4.11M +$32.2K +81 +0.8%
WAG
1324
Winthrop Advisory Group
Massachusetts
$4.11M -$4.77K -12 -0.1%
BFA
1325
Brendel Financial Advisors
New Hampshire
$4.1M +$159K +400 +4%