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Name Holding Trade Value Shares
Change
Change in
Stake
JAA
751
Joel Adams & Associates
North Carolina
$305K
OIA
752
Optimum Investment Advisors
Illinois
$305K
VA
753
VestGen Advisors
Illinois
$305K +$286K +2,000 New
LS
754
Livforsakringsbolaget Skandia
Sweden
$303K
WCM
755
Windward Capital Management
California
$303K -$2.71K -19 -0.9%
SAM
756
Sawgrass Asset Management
Florida
$302K +$45.5K +319 +19%
M
757
MOTCO
Texas
$300K +$54.1K +379 +24%
Betterment LLC
758
Betterment LLC
New York
$300K +$1.43K +10 +0.5%
HCM
759
Howland Capital Management
Massachusetts
$294K
CW
760
CreativeOne Wealth
Kansas
$291K -$51.4K -360 -16%
LFM
761
LGT Fund Management
Liechtenstein
$291K
SIS
762
Sound Income Strategies
Florida
$291K
AIA
763
Arbor Investment Advisors
North Carolina
$289K +$271K +1,895 New
SW
764
SteelPeak Wealth
California
$288K -$143 -1 -0.1%
AI
765
Atom Investors
Texas
$288K +$714 +5 +0.3%
QWP
766
Quotient Wealth Partners
Texas
$287K -$10.4K -73 -4%
EI
767
Ellevest Inc
New York
$284K +$266K +1,863 New
MWM
768
Modern Wealth Management
Kansas
$283K +$3.28K +23 +1%
CWMG
769
Compass Wealth Management (Georgia)
Georgia
$279K
AAM
770
Advisors Asset Management
Colorado
$279K -$15.7K -110 -6%
VT
771
Volterra Technologies
New York
$278K -$1.05M -7,341 -80%
Jennison Associates
772
Jennison Associates
New York
$277K
RIL
773
Rothschild Investment LLC
Illinois
$277K -$2.57K -18 -1%
BDF
774
Black Diamond Financial
Maryland
$276K +$259K +1,813 New
CCM
775
Chaney Capital Management
Washington
$273K -$28.6K -200 -10%