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Name Holding Trade Value Shares
Change
Change in
Stake
TA
2901
Townsend & Associates
Colorado
$539K
CCA
2902
Conservest Capital Advisors
Pennsylvania
$538K
FWSM
2903
First Wilshire Securities Management
California
$537K
AIP
2904
Almanack Investment Partners
Pennsylvania
$536K +$37.2K +102 +8%
SFS
2905
Summit Financial Strategies
Ohio
$535K -$13.1K -36 -3%
WLPWM
2906
Walled Lake Planning & Wealth Management
Illinois
$532K +$62K +170 +15%
AMBIA
2907
Allen Mooney & Barnes Investment Advisors
Georgia
$532K +$15.7K +43 +3%
BWA
2908
Burt Wealth Advisors
Maryland
$531K -$18.2K -50 -4%
MIAS
2909
Mason Investment Advisory Services
Virginia
$531K +$2.55K +7 +0.5%
AFAS
2910
Acorn Financial Advisory Services
Virginia
$530K -$58.4K -160 -11%
RCWM
2911
Royal Capital Wealth Management
Indiana
$530K +$729 +2 +0.2%
WA
2912
Waterford Advisors
New York
$530K
WAG
2913
Wheelhouse Advisory Group
Missouri
$530K -$23.3K -64 -5%
IF
2914
Intrua Financial
Texas
$530K -$132K -363 -22%
TCM
2915
Towercrest Capital Management
Pennsylvania
$529K
WPW
2916
Watershed Private Wealth
Illinois
$527K +$1.46K +4 +0.3%
WIM
2917
Westside Investment Management
California
$525K -$8.02K -22 -2%
PCMC
2918
Paragon Capital Management (Colorado)
Colorado
$525K +$729 +2 +0.2%
SWM
2919
Sterling Wealth Management
Illinois
$525K
VCM
2920
Vision Capital Management
Oregon
$525K +$11.7K +32 +3%
SFC
2921
Strategic Financial Concepts
Texas
$525K -$139M -382,422 -100%
GL
2922
GHE LLC
Tennessee
$523K
SLA
2923
Silver Lake Advisory
Utah
$523K +$1.46K +4 +0.3%
SFP
2924
Sterling Financial Planning
New Jersey
$523K -$29.9K -82 -6%
Betterment LLC
2925
Betterment LLC
New York
$522K -$147K -403 -24%