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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
3951
JPL Wealth Management
Colorado
$334K -$258K -758 -44%
Vanguard Capital Wealth Advisors
3952
Vanguard Capital Wealth Advisors
Colorado
$334K +$341 +1 +0.1%
TIM
3953
Tortoise Investment Management
New York
$334K +$5.11K +15 +2%
PWA
3954
Phoenix Wealth Advisors
North Carolina
$333K
OGF
3955
Orin Green Financial
California
$333K -$2.04K -6 -0.6%
CPW
3956
Cogent Private Wealth
Florida
$333K +$323K +949 New
DWA
3957
Delap Wealth Advisory
Oregon
$333K +$49.1K +144 +18%
AAG
3958
Asset Advisory Group
New Jersey
$333K +$323K +948 New
KSWWM
3959
Keyes Stange & Wooten Wealth Management
Florida
$331K
Betterment LLC
3960
Betterment LLC
New York
$331K +$681 +2 +0.2%
EP
3961
Ehrenkranz Partners
New York
$330K +$56.9K +167 +22%
SFGM
3962
Stonebridge Financial Group (Missouri)
Missouri
$330K +$321K +941 New
IWM
3963
Integris Wealth Management
California
$329K -$53.5K -157 -14%
HA
3964
Helium Advisors
Washington
$328K -$143K -420 -31%
NWM
3965
Nolet Wealth Management
Texas
$328K +$319K +935 New
TT
3966
TI-Trust
Illinois
$328K -$6.81K -20 -2%
OC
3967
Optima Capital
Oregon
$327K -$11.9K -35 -4%
CMP
3968
Courage Miller Partners
Virginia
$327K -$91.3K -268 -22%
PA
3969
ProCore Advisors
California
$327K +$318K +932 New
RI
3970
Rinkey Investments
California
$325K +$316K +927 New
SP
3971
SWS Partners
Ohio
$325K -$28.6K -84 -8%
IC
3972
IKE Capital
New York
$324K +$315K +925 New
LC
3973
LCNB Corp
Ohio
$324K +$8.86K +26 +3%
MHIC
3974
Marble Harbor Investment Counsel
Massachusetts
$324K -$27.3K -80 -8%
LFP
3975
Lakeshore Financial Planning
Michigan
$324K +$27.9K +82 +10%