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Name Holding Trade Value Shares
Change
Change in
Stake
POIA
3326
Pin Oak Investment Advisors
Texas
$6.86M
Betterment LLC
3327
Betterment LLC
New York
$6.85M +$20.3K +86 +0.3%
CGFA
3328
Colton Groome Financial Advisors
North Carolina
$6.85M -$715K -3,033 -10%
RIM
3329
RW Investment Management
Idaho
$6.84M -$4.48K -19 -0.1%
CP
3330
Capital Planning
Washington
$6.84M +$624K +2,647 +11%
SPWM
3331
Spartan Planning & Wealth Management
North Carolina
$6.83M +$6.43M +27,283 New
FAFN
3332
First Affirmative Financial Network
Colorado
$6.82M -$707 -3 -0%
BI
3333
Bradyco Inc
Massachusetts
$6.82M +$6.31M +26,789 New
SWMG
3334
Stillwater Wealth Management Group
Florida
$6.82M +$6.42M +27,236 New
MPCA
3335
Madison Park Capital Advisors
Washington
$6.82M +$54.7K +232 +0.9%
RHP
3336
Royal Harbor Partners
Texas
$6.82M -$11.8K -50 -0.2%
WFG
3337
Wormser Freres Gestion
France
$6.81M -$53.7K -228 -0.8%
SCM
3338
Spreng Capital Management
Ohio
$6.81M +$52.1K +221 +0.8%
RI
3339
Redwood Investments
Massachusetts
$6.81M +$32.3K +137 +0.5%
MKC
3340
M. Kraus & Co
Vermont
$6.8M -$82K -348 -1%
BBI
3341
Baxter Bros Inc
Connecticut
$6.8M -$173K -736 -3%
HCM
3342
Hengehold Capital Management
Ohio
$6.8M +$225K +954 +4%
PPC
3343
Park Place Capital
Alabama
$6.8M -$316K -1,341 -5%
HI
3344
Harper Investing
California
$6.79M -$589K -2,499 -8%
PBO
3345
Peoples Bank (Ohio)
Ohio
$6.78M -$1.37M -5,834 -18%
CWM
3346
Cahaba Wealth Management
Georgia
$6.78M +$17.4K +74 +0.3%
FFA
3347
Florida Financial Advisors
Florida
$6.77M +$1.18M +5,026 +23%
DWA
3348
Delos Wealth Advisors
Texas
$6.77M +$3.67M +15,554 +135%
GC
3349
Gilbert & Cook
Iowa
$6.77M -$2.55M -10,824 -29%
MCM
3350
Magnolia Capital Management
New York
$6.76M