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Name Holding Trade Value Shares
Change
Change in
Stake
FA
2551
FDx Advisors
Illinois
$310K +$286K +6,170 New
WW
2552
Wright Wealth
Georgia
$310K +$286K +6,171 New
IFA
2553
Independence Financial Advisors
New Hampshire
$310K +$35.2K +759 +14%
AWMM
2554
Aegis Wealth Management (Maryland)
Maryland
$309K -$2.55K -55 -0.9%
Betterment LLC
2555
Betterment LLC
New York
$308K +$285K +6,141 New
RCM
2556
RNC Capital Management
California
$308K -$25.5K -551 -8%
DAS
2557
Daybright Advisory Services
Florida
$307K +$14.1K +305 +5%
FC
2558
Financial Consulate
Maryland
$307K +$463 +10 +0.2%
LWM
2559
LongView Wealth Management
Georgia
$307K -$27.3K -589 -8%
ACH
2560
ArrowMark Colorado Holdings
Colorado
$307K
BWS
2561
Broadway Wealth Solutions
Texas
$307K +$8.71K +188 +3%
S
2562
Sachetta
Massachusetts
$306K +$14.1K +304 +5%
JLBC
2563
J.L. Bainbridge & Co
Florida
$305K
NCTC
2564
New Covenant Trust Company
Indiana
$305K +$20.6K +445 +8%
SFP
2565
Shepherd Financial Partners
Massachusetts
$304K +$34.8K +751 +14%
RW
2566
Rede Wealth
Virginia
$304K
BWM
2567
BAM Wealth Management
Colorado
$304K -$69.7K -1,504 -20%
KWS
2568
Keystone Wealth Services
California
$304K +$463 +10 +0.2%
CCM
2569
Compass Capital Management
Minnesota
$304K +$280K +6,050 New
SPWM
2570
Straight Path Wealth Management
Michigan
$304K +$44.8K +966 +19%
FWM
2571
Foguth Wealth Management
Michigan
$303K +$294K +6,341 New
DCBT
2572
Dakota Community Bank & Trust
North Dakota
$303K +$165K +3,561 +144%
PIWA
2573
Prevail Innovative Wealth Advisors
Kansas
$303K -$1.83M -39,401 -87%
SFG
2574
SevenBridge Financial Group
Pennsylvania
$303K -$35.4K -763 -10%
EV
2575
EJMK Ventures
Illinois
$302K +$1.81K +39 +0.7%