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Name Holding Trade Value Shares
Change
Change in
Stake
FOA
3126
Five Oceans Advisors
California
$6.74M +$43.3K +187 +0.6%
SKK
3127
Shepherd Kaplan Krochuk
Massachusetts
$6.74M -$54.9K -237 -0.8%
SI
3128
Symmetry Investments
Jersey
$6.73M +$519K +2,240 +8%
AIM
3129
AHL Investment Management
Florida
$6.73M -$25.7K -111 -0.4%
CWA
3130
CM Wealth Advisors
Ohio
$6.72M -$54.4K -235 -0.8%
AWMG
3131
Alliance Wealth Management Group
New Jersey
$6.71M -$371K -1,600 -5%
HWMC
3132
Heritage Wealth Management (California)
California
$6.7M +$1.01M +4,355 +17%
EL
3133
Essex LLC
Illinois
$6.7M -$59.1K -255 -0.8%
SCM
3134
Seascape Capital Management
New Hampshire
$6.7M -$90.4K -390 -1%
PI
3135
Pettee Investors
Connecticut
$6.69M -$1.54M -6,650 -18%
1WM
3136
1858 Wealth Management
Ohio
$6.68M -$468K -2,022 -6%
BCM
3137
Barrier Capital Management
California
$6.67M +$6.96M +30,048 New
RA
3138
Ruggaard & Associates
Ohio
$6.67M -$224K -965 -3%
MSA
3139
McAlister Sweet & Associates
Texas
$6.67M -$194K -837 -3%
SRWM
3140
Shira Ridge Wealth Management
California
$6.67M +$83.9K +362 +1%
APC
3141
Aspire Private Capital
North Carolina
$6.67M +$999K +4,311 +17%
FIM
3142
FWL Investment Management
Texas
$6.67M -$289K -1,247 -4%
BCFD
3143
Boit C.F. David
$6.66M
Betterment LLC
3144
Betterment LLC
New York
$6.66M +$613K +2,647 +10%
CCC
3145
Compass Capital Corp
Massachusetts
$6.66M -$1.85M -7,993 -20%
FLP
3146
Financial Life Planners
Arizona
$6.66M +$274K +1,184 +4%
OIS
3147
Okabena Investment Services
Minnesota
$6.65M +$1.67M +7,199 +32%
AWM
3148
Accel Wealth Management
Iowa
$6.65M -$6.02K -26 -0.1%
AIC
3149
Archer Investment Corporation
Indiana
$6.65M -$220K -950 -3%
AA
3150
Alesco Advisors
New York
$6.64M -$161K -693 -2%