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Name Holding Trade Value Shares
Change
Change in
Stake
MFG
2876
Mosaic Financial Group
Illinois
$341K
FAB
2877
First American Bank
Illinois
$340K
Betterment LLC
2878
Betterment LLC
New York
$340K +$33.9K +300 +13%
PMSA
2879
Patrick M. Sweeney & Associates
Illinois
$340K +$1.13K +10 +0.4%
USB
2880
Union Savings Bank
Connecticut
$340K
PNC
2881
Park National Corp
Ohio
$339K -$64.4K -570 -18%
PWM
2882
Puff Wealth Management
New Jersey
$339K +$2.26K +20 +0.8%
MAG
2883
Mayfair Advisory Group
Alabama
$338K -$2.26K -20 -0.7%
BIS
2884
BG Investment Services
Guam
$338K +$285K +2,520 New
SW
2885
StrongBox Wealth
Missouri
$337K -$3.39K -30 -1%
LFS
2886
Legacy Financial Strategies
Kansas
$337K +$4.52K +40 +2%
KAM
2887
Karani Asset Management
New York
$337K +$285K +2,520 New
WAM
2888
Wernau Asset Management
Massachusetts
$337K -$138K -1,220 -33%
FWM
2889
Fonville Wealth Management
Virginia
$336K +$6.78K +60 +2%
AFA
2890
AllGen Financial Advisors
Florida
$335K
ST
2891
Spinnaker Trust
Maine
$335K
ATI
2892
ARK & TLK Investments
Oklahoma
$335K +$30.5K +270 +12%
SAM
2893
Sherman Asset Management
California
$333K
VWM
2894
Verus Wealth Management
Wisconsin
$331K
HWM
2895
Hobbs Wealth Management
Indiana
$331K +$28.3K +250 +11%
CFC
2896
Coyle Financial Counsel
Illinois
$331K +$279K +2,470 New
SIM
2897
Studio Investment Management
Illinois
$329K -$9.04K -80 -3%
RRWA
2898
Rainey & Randall Wealth Advisors
Florida
$329K +$1.13K +10 +0.4%
NC
2899
NewSquare Capital
Pennsylvania
$329K +$110K +970 +65%
BC
2900
Brio Consultants
California
$329K +$278K +2,460 New