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Name Holding Trade Value Shares
Change
Change in
Stake
MQWP
4176
Morey & Quinn Wealth Partners
Nebraska
$323K +$324K +552 New
VWM
4177
Vigilare Wealth Management
Arizona
$323K -$235K -400 -42%
DA
4178
Dover Advisors
Virginia
$323K
TF
4179
Tompkins Financial
New York
$323K
WIP
4180
WealthCare Investment Partners
Rhode Island
$322K -$2.35K -4 -0.7%
ACM
4181
Ayrshire Capital Management
Connecticut
$322K +$323K +550 New
MIM
4182
Meridiem Investment Management
United Kingdom
$322K
HFW
4183
Horizon Family Wealth
Illinois
$322K
EFN
4184
Equita Financial Network
Pennsylvania
$322K -$2.94K -5 -0.9%
TBNY
4185
Trustco Bank (New York)
New York
$322K -$1.76K -3 -0.5%
CB
4186
Centennial Bank
Arkansas
$322K
HP
4187
Highlander Partners
Texas
$322K
NA
4188
Nordwand Advisors
Pennsylvania
$322K
SCA
4189
Southern Capital Advisors
Tennessee
$321K +$14.1K +24 +5%
WI
4190
WBI Investments
New Jersey
$321K -$498K -849 -61%
NOI
4191
Newton One Investments
Delaware
$320K
COCM
4192
Charter Oak Capital Management
New Hampshire
$320K +$23.5K +40 +8%
IPWA
4193
International Private Wealth Advisors
California
$320K +$320K +546 New
BWM
4194
BKM Wealth Management
Wisconsin
$320K +$20.5K +35 +7%
CWM
4195
Certus Wealth Management
California
$319K +$2.94K +5 +1%
Betterment LLC
4196
Betterment LLC
New York
$319K +$35.2K +60 +12%
OFP
4197
OLIO Financial Planning
Virginia
$319K +$320K +545 New
EFP
4198
Elser Financial Planning
Indiana
$319K +$319K +544 New
MB
4199
Mizuho Bank
Japan
$316K
TWP
4200
Tower Wealth Partners
Pennsylvania
$316K +$316K +539 New