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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
726
Legacy Financial Advisors
Kentucky
$233K +$224K +1,091 New
TCWA
727
Turtle Creek Wealth Advisors
Texas
$232K +$6.57K +32 +3%
KF
728
KKM Financial
Illinois
$232K +$223K +1,085 New
MFWP
729
Mosaic Family Wealth Partners
Missouri
$230K
CFG
730
Carr Financial Group
Massachusetts
$230K +$616 +3 +0.3%
AC
731
AXQ Capital
New Jersey
$229K +$221K +1,075 New
BAM
732
Blueshift Asset Management
New Jersey
$229K -$432K -2,105 -66%
HH
733
Hilltop Holdings
Texas
$228K +$8.22K +40 +4%
PIN
734
Prudent Investors Network
California
$228K
MAWA
735
Moss Adams Wealth Advisors
Washington
$226K +$2.05K +10 +1%
BBPWM
736
Blue Bell Private Wealth Management
Pennsylvania
$224K -$22.6K -110 -9%
CIA
737
Choate Investment Advisors
Massachusetts
$224K -$205 -1 -0.1%
BRWA
738
B. Riley Wealth Advisors
Florida
$223K -$34.7K -169 -14%
JSW
739
Journey Strategic Wealth
New Jersey
$223K +$8.63K +42 +4%
SP
740
SmartHarvest Portfolios
Washington
$223K +$214K +1,043 New
OFO
741
OneAscent Family Office
Alabama
$221K +$1.44K +7 +0.7%
JMA
742
J.M. Arbour
Maine
$219K +$211K +1,025 New
NIM
743
Northeast Investment Management
Massachusetts
$219K -$15.8K -77 -7%
3IP
744
3Chopt Investment Partners
Virginia
$218K
OAM
745
Ostrum Asset Management
France
$218K -$69.6K -339 -25%
CGL
746
Clarius Group LLC
Washington
$218K
Betterment LLC
747
Betterment LLC
New York
$216K
GIM
748
Goelzer Investment Management
Indiana
$215K +$1.23K +6 +0.6%
KC
749
Knuff & Co
California
$214K +$616 +3 +0.3%
FCIM
750
Fairview Capital Investment Management
California
$213K