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Name Holding Trade Value Shares
Change
Change in
Stake
MAA
2551
Mraz Amerine & Associates
California
$311K – – –
MAM
2552
Mystic Asset Management
Rhode Island
$311K -$20.4K -441 -7%
DIM
2553
DC Investments Management
Virginia
$310K +$287K +6,184 New
NPF
2554
Norris Perne & French
Michigan
$310K +$16.1K +348 +6%
FA
2555
FDx Advisors
Illinois
$310K +$286K +6,170 New
WW
2556
Wright Wealth
Georgia
$310K +$286K +6,171 New
IFA
2557
Independence Financial Advisors
New Hampshire
$310K +$35.2K +759 +14%
AWMM
2558
Aegis Wealth Management (Maryland)
Maryland
$309K -$2.55K -55 -0.9%
Betterment LLC
2559
Betterment LLC
New York
$308K +$285K +6,141 New
RCM
2560
RNC Capital Management
California
$308K -$25.5K -551 -8%
DAS
2561
Daybright Advisory Services
Florida
$307K +$14.1K +305 +5%
FC
2562
Financial Consulate
Maryland
$307K +$463 +10 +0.2%
LWM
2563
LongView Wealth Management
Georgia
$307K -$27.3K -589 -8%
ACH
2564
ArrowMark Colorado Holdings
Colorado
$307K – – –
BWS
2565
Broadway Wealth Solutions
Texas
$307K +$8.71K +188 +3%
S
2566
Sachetta
Massachusetts
$306K +$14.1K +304 +5%
JLBC
2567
J.L. Bainbridge & Co
Florida
$305K – – –
NCTC
2568
New Covenant Trust Company
Indiana
$305K +$20.6K +445 +8%
SFP
2569
Shepherd Financial Partners
Massachusetts
$304K +$34.8K +751 +14%
RW
2570
Rede Wealth
Virginia
$304K – – –
BWM
2571
BAM Wealth Management
Colorado
$304K -$69.7K -1,504 -20%
KWS
2572
Keystone Wealth Services
California
$304K +$463 +10 +0.2%
CCM
2573
Compass Capital Management
Minnesota
$304K +$280K +6,050 New
SPWM
2574
Straight Path Wealth Management
Michigan
$304K +$44.8K +966 +19%
FWM
2575
Foguth Wealth Management
Michigan
$303K +$294K +6,341 New