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Name Holding Trade Value Shares
Change
Change in
Stake
TCOO
2951
Trust Company of Oklahoma
Oklahoma
$248K -$4.62K -75 -2%
AWM
2952
AAF Wealth Management
Massachusetts
$248K -$15.8K -256 -6%
NC
2953
NovaPoint Capital
Georgia
$248K – – –
6F
2954
626 Financial
Michigan
$247K +$7.88K +128 +3%
VI
2955
VanderPol Investments
Michigan
$247K +$11.9K +193 +5%
CCA
2956
Cora Capital Advisors
New Jersey
$247K +$3.26K +53 +1%
AAA
2957
AG Asset Advisory
California
$247K – – –
CWG
2958
Crown Wealth Group
North Carolina
$247K +$12.4K +201 +5%
ERWM
2959
Elk River Wealth Management
Colorado
$246K -$1.6K -26 -0.6%
MIM
2960
Moseley Investment Management
Florida
$246K +$29.6K +480 +14%
TFM
2961
TFC Financial Management
Massachusetts
$246K -$42.5K -690 -15%
RPCA
2962
Running Point Capital Advisors
California
$246K +$245K +3,985 New
BCA
2963
Bay Capital Advisors
Virginia
$245K – – –
PWS
2964
Peterson Wealth Services
Utah
$245K -$8.06K -131 -3%
Betterment LLC
2965
Betterment LLC
New York
$245K -$13.2K -215 -5%
HP
2966
HT Partners
Connecticut
$245K – – –
LW
2967
Libra Wealth
California
$245K – – –
CWP
2968
Curated Wealth Partners
California
$244K +$244K +3,959 New
RA
2969
Riverstone Advisors
Texas
$244K +$369 +6 +0.2%
BFS
2970
BridgePort Financial Solutions
Iowa
$244K – – –
MIG
2971
McGuire Investment Group
Rhode Island
$244K – – –
MWM
2972
MinichMacGregor Wealth Management
New York
$243K +$493 +8 +0.2%
SL
2973
Salomon & Ludwin
Virginia
$243K -$369 -6 -0.2%
AWA
2974
Aletheian Wealth Advisors
Washington
$243K +$243K +3,939 New
TI
2975
Truepoint Inc
Ohio
$243K +$16.4K +267 +7%