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Name Holding Trade Value Shares
Change
Change in
Stake
PFWA
3351
Paces Ferry Wealth Advisors
Georgia
$354K +$558 +3 +0.1%
KCM
3352
Kendall Capital Management
Maryland
$354K
TIM
3353
Tortoise Investment Management
New York
$354K +$13.8K +74 +4%
HG
3354
Harbor Group
New Hampshire
$354K +$1.86K +10 +0.5%
MM
3355
MQS Management
New York
$353K -$544K -2,923 -58%
CCM
3356
Charter Capital Management
Wisconsin
$351K +$13.8K +74 +4%
CFP
3357
Cascade Financial Partners
California
$351K -$98.6K -530 -20%
PCM
3358
Peirce Capital Management
Texas
$351K +$1.49K +8 +0.4%
AGA
3359
Accuvest Global Advisors
Utah
$350K +$87.7K +471 +29%
RIA
3360
Realta Investment Advisors
Delaware
$349K -$1.18M -6,337 -75%
KW
3361
KWB Wealth
California
$349K +$18.6K +100 +5%
ITB
3362
Idaho Trust Bank
Idaho
$348K +$161K +867 +70%
CAL
3363
Capital Advisors Ltd
Ohio
$347K +$9.49K +51 +2%
WA
3364
Winter & Associates
Minnesota
$347K -$372 -2 -0.1%
CFC
3365
Coyle Financial Counsel
Illinois
$347K +$41.9K +225 +12%
Betterment LLC
3366
Betterment LLC
New York
$346K -$14.1K -76 -4%
CBOR
3367
Community Bank of Raymore
Missouri
$346K
DF
3368
Dunhill Financial
United Kingdom
$346K +$16.9K +91 +5%
5W
3369
5T Wealth
California
$345K +$18.8K +101 +5%
SWM
3370
SK Wealth Management
Rhode Island
$345K +$2.98K +16 +0.9%
JJBC
3371
James J. Burns & Company
New York
$344K -$9.31K -50 -2%
CWM
3372
Cahaba Wealth Management
Georgia
$344K -$46.3K -249 -11%
WCFA
3373
Walkner Condon Financial Advisors
Wisconsin
$344K -$20.1K -108 -5%
LFGO
3374
Legacy Financial Group (Oklahoma)
Oklahoma
$343K +$931 +5 +0.2%
TCOK
3375
Trust Company of Kansas
Kansas
$343K +$9.31K +50 +2%