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Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
2301
Betterment LLC
New York
$341K +$9.75K +92 +3%
CFS
2302
Commonwealth Financial Services
West Virginia
$341K -$13.9K -131 -4%
BI
2303
Ballast Inc
Kentucky
$341K -$67K -632 -16%
WAG
2304
Wiser Advisor Group
Arizona
$341K -$8.38K -79 -2%
SF
2305
Slagle Financial
Illinois
$340K -$6.36K -60 -2%
BFA
2306
Buttonwood Financial Advisors
Maryland
$340K -$159K -1,499 -31%
WMA
2307
Wealth Management Associates
New Jersey
$339K – – –
LEA
2308
Legacy Edge Advisors
New York
$339K +$28.7K +271 +9%
WFMPM
2309
Woodley Farra Manion Portfolio Management
Indiana
$338K -$65.8K -621 -16%
GA
2310
GoalVest Advisory
New York
$338K -$1.17K -11 -0.3%
HI
2311
Hudock Inc
Pennsylvania
$338K +$848 +8 +0.2%
MWPCG
2312
Measured Wealth Private Client Group
New Hampshire
$338K -$3.71K -35 -1%
SRC
2313
Shufro Rose & Co
New York
$337K -$8.48K -80 -2%
Optiver Holding
2314
Optiver Holding
Netherlands
$336K +$320K +3,019 +1,431%
POIA
2315
Pin Oak Investment Advisors
Texas
$335K – – –
SIC
2316
Sigma Investment Counselors
Michigan
$335K -$23.9K -225 -7%
RPCA
2317
Running Point Capital Advisors
California
$335K -$3.71K -35 -1%
AA
2318
Apriem Advisors
California
$335K -$20.3K -191 -6%
CFG
2319
Clayton Financial Group
Missouri
$335K – – –
WWS
2320
Wellington Wealth Strategies
Indiana
$334K +$341K +3,213 New
RIA
2321
Realta Investment Advisors
Delaware
$334K -$15.5K -146 -4%
FFS
2322
Founders Financial Securities
Maryland
$333K +$51.4K +485 +18%
NRW
2323
Nova R Wealth
Kansas
$333K +$318 +3 +0.1%
TAM
2324
Titleist Asset Management
Texas
$332K +$29.4K +277 +9%
GWCM
2325
Godshalk Welsh Capital Management
Pennsylvania
$331K -$10.6K -100 -3%