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Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
3851
Betterment LLC
New York
$303K -$16K -46 -5%
WP
3852
Wealthspan Partners
Iowa
$303K -$4.53K -13 -2%
PWMA
3853
Pension & Wealth Management Advisors
Massachusetts
$302K +$48.4K +139 +20%
HC
3854
Headland Capital
South Carolina
$301K +$17.8K +51 +6%
AWP
3855
Avid Wealth Partners
Texas
$301K +$295K +847 New
RC
3856
Rexford Capital
Texas
$300K +$295K +846 New
TC
3857
Tacita Capital
Ontario, Canada
$300K +$90.6K +260 +45%
LFP
3858
Lakeshore Financial Planning
Michigan
$299K
USB
3859
Union Savings Bank
Connecticut
$298K -$3.14K -9 -1%
AWA
3860
Artemis Wealth Advisors
New York
$297K +$291K +836 New
FWM
3861
FSA Wealth Management
Massachusetts
$296K
SM
3862
Sensible Money
Arizona
$296K
SPP
3863
Single Point Partners
Massachusetts
$296K +$5.92K +17 +2%
CCM
3864
Collar Capital Management
Wisconsin
$296K
VWM
3865
Vermillion Wealth Management
Minnesota
$294K
RSA
3866
River Street Advisors
Illinois
$294K +$43.6K +125 +18%
BO
3867
Bank OZK
Arkansas
$294K -$33.5K -96 -10%
EF
3868
Exeter Financial
Arizona
$293K -$4.18K -12 -1%
EMAM
3869
Encompass More Asset Management
California
$293K +$15.7K +45 +6%
HAS
3870
Holland Advisory Services
Florida
$293K
IF
3871
Ironwood Financial
Arizona
$293K
CKAIS
3872
Christensen King & Associates Investment Services
Washington
$292K +$40.4K +116 +16%
FPGK
3873
Financial Partners Group (Kansas)
Kansas
$292K +$24.1K +69 +9%
GIM
3874
Guardian Investment Management
California
$291K -$87.1K -250 -4%
AWM
3875
AllSquare Wealth Management
New York
$291K -$17.4K -50 -6%