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Name Holding Trade Value Shares
Change
Change in
Stake
ONST
1401
Old North State Trust
North Carolina
$359K – – –
SP
1402
SmartHarvest Portfolios
Washington
$358K -$118K -209 -24%
AFT
1403
Alpha Family Trust
California
$356K – – –
Werba Rubin Papier Wealth Management
1404
Werba Rubin Papier Wealth Management
California
$353K +$48.7K +86 +15%
TFG
1405
Taylor Financial Group
Virginia
$352K – – –
FPCG
1406
Forum Private Client Group
Indiana
$351K +$566 +1 +0.2%
TBT
1407
Texas Bank & Trust
Texas
$351K -$25.5K -45 -6%
Betterment LLC
1408
Betterment LLC
New York
$351K -$1.7K -3 -0.5%
OF
1409
Optimize Financial
California
$350K +$368K +651 New
Camden National Bank
1410
Camden National Bank
Maine
$350K – – –
Root Financial Partners
1411
Root Financial Partners
California
$349K +$119K +210 +48%
Ingalls & Snyder LLC
1412
Ingalls & Snyder LLC
New York
$349K – – –
FFA
1413
Fi3 Financial Advisors
Indiana
$349K +$92.8K +164 +34%
Relyea Zuckerberg Hanson
1414
Relyea Zuckerberg Hanson
Connecticut
$348K +$1.13K +2 +0.3%
Knightsbridge Asset Management
1415
Knightsbridge Asset Management
California
$348K +$74.1K +131 +25%
TPI
1416
Trust Point Inc
Wisconsin
$348K +$65.6K +116 +22%
Moss Adams Wealth Advisors
1417
Moss Adams Wealth Advisors
Washington
$346K +$47K +83 +15%
Graves Light Lenhart Wealth
1418
Graves Light Lenhart Wealth
Virginia
$344K -$13K -23 -3%
SPWG
1419
Sage Private Wealth Group
Illinois
$344K -$89.4K -158 -20%
Focus Financial Network
1420
Focus Financial Network
Minnesota
$343K -$115K -203 -24%
Pine Valley Investments
1421
Pine Valley Investments
New Jersey
$343K +$2.26K +4 +0.6%
Ignite Planners
1422
Ignite Planners
California
$342K +$14.7K +26 +4%
LMG Wealth Partners
1423
LMG Wealth Partners
Louisiana
$338K – – –
MMHP
1424
Murphy Middleton Hinkle & Parker
Georgia
$337K +$355K +627 New
Fort Washington Investment Advisors
1425
Fort Washington Investment Advisors
Ohio
$336K – – –