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Name Holding Trade Value Shares
Change
Change in
Stake
SNBOSCI
3026
Security National Bank of Sioux City Iowa
Iowa
$6.43M -$4.64K -23 -0.1%
TA
3027
TFB Advisors
Kansas
$6.43M +$372K +1,841 +6%
LRIC
3028
Long Road Investment Counsel
Michigan
$6.43M -$424K -2,100 -6%
IAG
3029
Investment Advisory Group
Massachusetts
$6.43M -$123K -610 -2%
AA
3030
Alpha Advisors
Virginia
$6.43M -$5.45K -27 -0.1%
Betterment LLC
3031
Betterment LLC
New York
$6.43M +$270K +1,339 +4%
ONSWM
3032
Old North State Wealth Management
North Carolina
$6.42M +$391K +1,936 +7%
DFA
3033
Davies Financial Advisors
California
$6.41M -$441K -2,184 -7%
WCM
3034
Weaver Capital Management
Georgia
$6.41M +$414K +2,051 +7%
BWM
3035
Baron Wealth Management
Michigan
$6.41M -$177K -876 -3%
PWA
3036
Phoenix Wealth Advisors
North Carolina
$6.4M -$207K -1,027 -3%
POIA
3037
Pin Oak Investment Advisors
Texas
$6.4M -$3.85M -19,068 -40%
EMAM
3038
Encompass More Asset Management
California
$6.4M +$2.79M +13,812 +80%
CC
3039
Commons Capital
Massachusetts
$6.39M -$1.55M -7,651 -20%
CV
3040
Counterweight Ventures
North Carolina
$6.39M +$115K +568 +2%
SM
3041
Sensible Money
Arizona
$6.39M -$191K -944 -3%
ODFS
3042
O'Donnell Financial Services
California
$6.38M -$469K -2,322 -7%
GWWM
3043
Great Waters Wealth Management
Minnesota
$6.38M -$59K -292 -0.9%
SFWC
3044
Strategic Family Wealth Counselors
New Jersey
$6.37M +$130K +643 +2%
BAM
3045
Byrne Asset Management
New Jersey
$6.36M +$135K +667 +2%
SFG
3046
Sather Financial Group
Texas
$6.36M -$53.3K -264 -0.8%
WF
3047
Whelan Financial
California
$6.35M +$22K +109 +0.4%
RSA
3048
River Street Advisors
Illinois
$6.35M -$60.2K -298 -1%
AIA
3049
AssuredPartners Investment Advisors
Florida
$6.35M -$7.04M -34,849 -53%
CPC
3050
CFC Planning Company
Indiana
$6.34M +$791K +3,915 +15%