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Name Holding Trade Value Shares
Change
Change in
Stake
TA
3076
TFB Advisors
Kansas
$258K -$38.3K -246 -13%
MM
3077
MQS Management
New York
$257K +$258K +1,658 New
SA
3078
Skyline Advisors
Washington
$257K +$156 +1 +0.1%
BCI
3079
Blue Capital Inc
Nebraska
$257K +$20.6K +132 +9%
Betterment LLC
3080
Betterment LLC
New York
$257K +$258K +1,654 New
FPL
3081
Fortress Private Ledger
North Carolina
$257K -$1.09K -7 -0.4%
CWM
3082
Chemistry Wealth Management
New York
$257K – – –
OCWP
3083
Owl Creek Wealth Partners
Colorado
$256K +$257K +1,651 New
RIM
3084
Rockbridge Investment Management
New York
$256K +$2.96K +19 +1%
CEI
3085
Clark Estates Inc
New York
$256K – – –
RFS
3086
Richardson Financial Services
Massachusetts
$256K -$11.7K -75 -4%
PWP
3087
Parkwoods Wealth Partners
New York
$256K +$37.1K +238 +17%
CA
3088
Cortland Associates
Missouri
$255K – – –
FP
3089
Financial Perspectives
Minnesota
$254K – – –
IFO
3090
Independent Family Office
New York
$254K – – –
FCM
3091
Firestone Capital Management
Florida
$254K -$2.18K -14 -0.8%
OBGC
3092
O'Brien Greene & Co
Pennsylvania
$254K – – –
AWP
3093
Abacus Wealth Partners
California
$253K -$59.4K -381 -19%
TF
3094
Talbot Financial
Washington
$253K -$789K -5,061 -76%
AA
3095
Acorns Advisers
California
$253K +$14.6K +94 +6%
ZWA
3096
Zinnia Wealth Advisory
Florida
$252K +$2.18K +14 +0.9%
MKA
3097
M. Kulyk & Associates
Georgia
$252K +$2.49K +16 +1%
ATC
3098
Advantage Trust Company
Kansas
$251K – – –
AWM
3099
Ameliora Wealth Management
Switzerland
$251K – – –
BWA
3100
BlueSky Wealth Advisors
North Carolina
$251K +$251K +1,614 New