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Name Holding Trade Value Shares
Change
Change in
Stake
ASC
3751
Atalanta Sosnoff Capital
New York
$328K -$5.19K -15 -2%
HWMG
3752
Hurlow Wealth Management Group
Indiana
$327K
PAM
3753
Prodigy Asset Management
Nebraska
$327K
TCM
3754
Thoma Capital Management
Maryland
$327K -$7.96K -23 -2%
MPW
3755
Magnolia Private Wealth
Pennsylvania
$327K +$12.8K +37 +4%
OGF
3756
Orin Green Financial
California
$326K +$2.08K +6 +0.6%
TT
3757
TI-Trust
Illinois
$326K +$6.92K +20 +2%
AFA
3758
Allium Financial Advisors
Oregon
$325K -$197K -569 -37%
MFS
3759
Madrona Financial Services
Washington
$325K -$5.19K -15 -2%
PWA
3760
Phoenix Wealth Advisors
North Carolina
$324K +$346 +1 +0.1%
Vanguard Capital Wealth Advisors
3761
Vanguard Capital Wealth Advisors
Colorado
$324K
BBWA
3762
Bell & Brown Wealth Advisors
California
$324K
FSA
3763
Franklin Street Advisors
North Carolina
$324K -$73.4K -212 -18%
MWM
3764
Melfa Wealth Management
Massachusetts
$323K -$4.5K -13 -1%
PA
3765
Planning Alternatives
Michigan
$323K -$120K -346 -27%
KSWWM
3766
Keyes Stange & Wooten Wealth Management
Florida
$322K -$16.6K -48 -5%
Betterment LLC
3767
Betterment LLC
New York
$322K +$31.5K +91 +11%
IW
3768
Instrumental Wealth
Florida
$322K +$39.8K +115 +14%
AAS
3769
AdviceOne Advisory Services
Connecticut
$321K +$346 +1 +0.1%
AIA
3770
Accelerate Investment Advisors
California
$320K -$13.8K -40 -4%
TIM
3771
Tortoise Investment Management
New York
$320K +$16.6K +48 +5%
MPM
3772
Meritage Portfolio Management
Kansas
$319K +$346 +1 +0.1%
SO
3773
Sierra Ocean
California
$319K -$12.1K -35 -4%
WJA
3774
Willis Johnson & Associates
Texas
$318K +$20.1K +58 +7%
PWM
3775
Partners Wealth Management
California
$318K +$44.3K +128 +16%