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Name Holding Trade Value Shares
Change
Change in
Stake
ZB
2651
Zions Bancorporation
Utah
$205K -$41K -446 -17%
PSIWM
2652
Paradigm Strategies in Wealth Management
Minnesota
$205K +$644 +7 +0.3%
Betterment LLC
2653
Betterment LLC
New York
$204K -$10.6K -115 -5%
SFC
2654
Strategic Financial Concepts
Texas
$204K +$150K +1,628 +331%
OCPWS
2655
One Charles Private Wealth Services
Massachusetts
$204K -$4.32K -47 -2%
SB
2656
Sunflower Bank
Texas
$204K +$195K +2,116 New
SFM
2657
Signet Financial Management
New Jersey
$203K +$644 +7 +0.3%
1WM
2658
1900 Wealth Management
Texas
$203K – – –
CWM
2659
Concentrum Wealth Management
California
$203K +$194K +2,113 New
SEP
2660
Southland Equity Partners
Missouri
$203K -$7.54K -82 -4%
PMIA
2661
Patrick Mauro Investment Advisor
Illinois
$202K – – –
SCI
2662
Silver Coast Investments
United States
$202K +$193K +2,100 New
SIA
2663
SGL Investment Advisors
Montana
$202K +$170K +1,848 New
TPCM
2664
Templeton & Phillips Capital Management
Tennessee
$201K -$8.74K -95 -4%
YWM
2665
Yoder Wealth Management
California
$201K +$1.75K +19 +0.9%
SC
2666
Stephens Consulting
Michigan
$201K -$4.97K -54 -3%
MAM
2667
Mystic Asset Management
Rhode Island
$200K -$35K -380 -15%
RS
2668
Rakuten Securities
Japan
$200K -$50.5K -549 -21%
KWAG
2669
Kiely Wealth Advisory Group
North Carolina
$197K – – –
PPC
2670
Park Place Capital
Alabama
$195K +$1.84K +20 +1%
POIA
2671
Pin Oak Investment Advisors
Texas
$193K – – –
ICA
2672
Infrastructure Capital Advisors
New York
$192K +$184K +2,000 New
TIM
2673
Tortoise Investment Management
New York
$190K – – –
FFA
2674
Fairfield Financial Advisors
Massachusetts
$189K -$16.4K -178 -8%
MSFP
2675
Mark Sheptoff Financial Planning
Connecticut
$188K -$3.68K -40 -2%