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Name Holding Trade Value Shares
Change
Change in
Stake
ZWA
2126
Zinnia Wealth Advisory
Florida
$234K +$196K +1,770 New
TPWA
2127
TRUE Private Wealth Advisors
Oregon
$233K +$195K +1,765 New
Betterment LLC
2128
Betterment LLC
New York
$233K +$195K +1,764 New
KPWG
2129
KFA Private Wealth Group
Virginia
$232K +$195K +1,761 New
CC
2130
Cornerstone Capital
California
$232K +$195K +1,760 New
MFPI
2131
Midwest Financial Partners Investments
Minnesota
$232K +$195K +1,760 New
GEA
2132
Glen Eagle Advisors
New Jersey
$232K +$111 +1 +0.1%
CCA
2133
Cypress Capital Advisors
Tennessee
$231K +$194K +1,751 New
CICI
2134
Capital Investment Counsel Inc
North Carolina
$231K +$194K +1,750 New
EM
2135
ELCO Management
New York
$231K +$194K +1,750 New
FNBOMD
2136
First National Bank of Mount Dora
Florida
$231K -$123K -1,107 -39%
AIM
2137
Axiom Investment Management
New York
$231K +$193K +1,747 New
Verition Fund Management
2138
Verition Fund Management
Connecticut
$231K -$4.62M -41,763 -96%
E
2139
Entelevest
Florida
$230K +$193K +1,746 New
NF
2140
Napier Financial
Massachusetts
$230K +$193K +1,746 New
S
2141
Sunpointe
Missouri
$230K +$193K +1,745 New
CIC
2142
Cutler Investment Counsel
Oregon
$230K +$193K +1,743 New
SFS
2143
Security Financial Services
Indiana
$229K +$192K +1,737 New
EIG
2144
Ellenbecker Investment Group
Wisconsin
$229K +$192K +1,736 New
PB
2145
Pinnacle Bancorp
Nebraska
$229K +$7.86K +71 +4%
HTIM
2146
Harbour Trust & Investment Management
Indiana
$229K +$192K +1,732 New
CLA
2147
Carnegie Lake Advisors
New Jersey
$228K +$192K +1,731 New
BFWA
2148
Benchmark Financial Wealth Advisors
Florida
$228K +$192K +1,731 New
STA
2149
Smith Thornton Advisors
Alabama
$228K +$191K +1,728 New
SCM
2150
Stevens Capital Management
Pennsylvania
$228K +$192K +1,731 New