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Name Holding Trade Value Shares
Change
Change in
Stake
FSA
1526
Financial Security Advisor
Virginia
$358K +$9.2K +29 +3%
LWM
1527
LJI Wealth Management
Indiana
$355K +$79.3K +250 +31%
WIC
1528
Woodmont Investment Counsel
Tennessee
$355K +$10.8K +34 +3%
BMWS
1529
Brady Martz Wealth Solutions
North Dakota
$352K +$2.85K +9 +0.9%
Betterment LLC
1530
Betterment LLC
New York
$351K +$333K +1,049 New
HWMO
1531
Heritage Wealth Management (Ohio)
Ohio
$350K -$3.49K -11 -1%
OL
1532
OneFund LLC
Florida
$350K +$634 +2 +0.2%
IGGA
1533
Iron Gate Global Advisors
Utah
$349K -$9.52K -30 -3%
WWC
1534
Waypoint Wealth Counsel
Georgia
$347K -$87.9K -277 -21%
WCP
1535
Wealthcare Capital Partners
Pennsylvania
$345K
ECM
1536
Elgethun Capital Management
South Dakota
$344K +$8.56K +27 +3%
WCP
1537
Wick Capital Partners
Pennsylvania
$344K +$9.83K +31 +3%
RCM
1538
RB Capital Management
Nevada
$341K +$323K +1,019 New
PPWP
1539
Premier Path Wealth Partners
New Jersey
$340K +$39.6K +125 +14%
NLWP
1540
Next Level Wealth Planning
Idaho
$339K +$3.81K +12 +1%
JPLA
1541
Joseph P. Lucia & Associates
New York
$338K
PWA
1542
Portus Wealth Advisors
North Carolina
$337K +$314K +991 +6,607%
MCA
1543
MSH Capital Advisors
Arizona
$335K +$318K +1,002 New
RP
1544
Regal Partners
Australia
$335K -$1.27M -4,000 -80%
SB
1545
SIG Brokerage
New York
$335K -$472K -1,488 -60%
CWMG
1546
Compass Wealth Management (Georgia)
Georgia
$335K
KFC
1547
Klingenstein Fields & Co
New York
$335K
AFW
1548
Avantra Family Wealth
Pennsylvania
$335K +$317K +1,000 New
MSA
1549
McAlister Sweet & Associates
Texas
$335K +$317K +1,000 New
PRP
1550
Peak Retirement Planning
Ohio
$335K +$14.9K +47 +5%