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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1776
Connecticut Wealth Management
Connecticut
$353K -$8.09K -46 -2%
ACP
1777
Aviance Capital Partners
Florida
$352K -$27.3K -155 -6%
CPWM
1778
Cypress Point Wealth Management
Texas
$352K -$61.2K -348 -13%
CL
1779
COWA LLC
Oklahoma
$352K +$395K +2,249 New
WWM
1780
Walser Wealth Management
Florida
$352K -$13.9K -79 -3%
KCP
1781
Kera Capital Partners
California
$352K -$28.7K -163 -7%
PB
1782
Pinnacle Bancorp
Nebraska
$351K +$35.2K +200 +10%
Betterment LLC
1783
Betterment LLC
New York
$351K +$133K +759 +51%
CA
1784
Continuum Advisory
Idaho
$350K -$863K -4,906 -69%
OL
1785
OneFund LLC
Florida
$350K -$67K -381 -15%
EFN
1786
Equita Financial Network
Pennsylvania
$350K -$194K -1,101 -33%
RA
1787
Range Advisory
Virginia
$350K -$101K -572 -20%
TCM
1788
Triumph Capital Management
Colorado
$349K +$43.3K +246 +12%
EL
1789
Essex LLC
Illinois
$348K -$34.3K -195 -8%
SC
1790
Sapient Capital
Indiana
$348K -$480K -2,728 -55%
AMPWP
1791
Alvarez & Marsal Private Wealth Partners
Florida
$348K -$11.4K -65 -3%
EA
1792
Everpar Advisors
Oklahoma
$348K -$215K -1,221 -35%
SC
1793
Summa Corp
Texas
$347K -$62.1K -353 -14%
IP
1794
Intellectus Partners
California
$347K -$40.3K -229 -9%
MLL
1795
Moody Lynn & Lieberson
Massachusetts
$347K -$404K -2,298 -51%
TPWA
1796
Twin Peaks Wealth Advisors
California
$346K -$184K -1,048 -32%
PWM
1797
Pines Wealth Management
North Carolina
$346K -$9.14K -52 -2%
LW
1798
Lauer Wealth
Indiana
$346K +$363K +2,065 New
EWA
1799
Etesian Wealth Advisors
Oregon
$346K -$23.4K -133 -6%
GWM
1800
Greenwich Wealth Management
Connecticut
$345K -$19.7K -112 -5%