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Name Holding Trade Value Shares
Change
Change in
Stake
VIP
3101
Vista Investment Partners
Oklahoma
$266K +$226K +557 New
IAS
3102
IMA Advisory Services
Colorado
$265K +$117K +288 +108%
CHA
3103
Cooper/Haims Advisors
New York
$265K +$225K +555 New
KBFS
3104
Kohmann Bosshard Financial Services
Ohio
$265K +$225K +555 New
MW
3105
Marble Wealth
Alabama
$265K +$225K +554 New
ATC
3106
Adirondack Trust Company
New York
$265K -$1.62K -4 -0.7%
RWA
3107
River Wealth Advisors
Pennsylvania
$263K +$224K +551 New
FMI
3108
F/M Investments
District of Columbia
$263K +$224K +551 New
LWA
3109
LifeGoal Wealth Advisors
New York
$263K +$223K +550 New
PA
3110
Planning Alternatives
Michigan
$262K +$223K +549 New
CFA
3111
Camarda Financial Advisors
Florida
$262K -$76.3K -188 -26%
KWA
3112
Kondo Wealth Advisors
California
$259K +$220K +542 New
QP
3113
Quartz Partners
New York
$259K +$220K +542 New
SSW
3114
Smith Shellnut Wilson
Mississippi
$258K +$220K +541 New
WFA
3115
WestHill Financial Advisors
California
$258K +$220K +541 New
LCM
3116
Leisure Capital Management
California
$258K +$219K +540 New
FCT
3117
First Community Trust
Iowa
$258K +$143K +353 +189%
DWM
3118
DecisionMap Wealth Management
Virginia
$257K +$219K +539 New
LFGO
3119
Legacy Financial Group (Oklahoma)
Oklahoma
$257K +$219K +539 New
OFG
3120
Orcam Financial Group
California
$257K +$218K +538 New
NB
3121
NBH Bank
Colorado
$256K +$217K +535 New
Betterment LLC
3122
Betterment LLC
New York
$255K +$216K +533 New
LWM
3123
LongView Wealth Management
Georgia
$255K -$218K -538 -50%
OWG
3124
Oxford Wealth Group
Florida
$255K -$31.2K -77 -13%
WDG
3125
Wealth Dimensions Group
Ohio
$254K +$216K +532 New