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Name Holding Trade Value Shares
Change
Change in
Stake
FFWA
1301
FRG Family Wealth Advisors
Washington
$205K
TFG
1302
Taylor Financial Group
Virginia
$205K
Betterment LLC
1303
Betterment LLC
New York
$205K +$1.41K +4 +0.6%
AIA
1304
Arbor Investment Advisors
North Carolina
$205K +$230K +654 New
CIA
1305
Cape Investment Advisory
Georgia
$205K +$1.06K +3 +0.5%
AIA
1306
AssuredPartners Investment Advisors
Florida
$203K +$228K +648 New
ISL
1307
Ingalls & Snyder LLC
New York
$203K
FPCG
1308
Forum Private Client Group
Indiana
$203K +$228K +647 New
USB
1309
Union Savings Bank
Connecticut
$202K
OCM
1310
One Capital Management
California
$202K -$5.28K -15 -2%
CGA
1311
Crescent Grove Advisors
Illinois
$202K
IAS
1312
Insigneo Advisory Services
Florida
$201K +$7.75K +22 +4%
AF
1313
AGP Franklin
Tennessee
$201K
CCA
1314
Childress Capital Advisors
Texas
$201K +$1.76K +5 +0.8%
MWA
1315
Midland Wealth Advisors
Illinois
$201K -$32.1K -91 -12%
SIM
1316
Stratos Investment Management
Ohio
$201K +$225K +640 New
QC
1317
Quent Capital
New York
$198K +$4.58K +13 +2%
VNA
1318
Valley National Advisers
Pennsylvania
$198K -$6.34K -18 -3%
AAG
1319
Armstrong Advisory Group
Massachusetts
$197K
PHAM
1320
Palisades Hudson Asset Management
Florida
$194K
ATC
1321
Adirondack Trust Company
New York
$178K -$29.9K -85 -13%
CFFP
1322
Center for Financial Planning
Michigan
$177K +$199K +564 New
BCWM
1323
Bartlett & Co Wealth Management
Ohio
$176K +$352 +1 +0.2%
SAM
1324
S.A. Mason
Michigan
$172K -$176K -500 -48%
CA
1325
Crewe Advisors
Utah
$169K