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Name Holding Trade Value Shares
Change
Change in
Stake
APA
3226
Astoria Portfolio Advisors
New York
$7.35M +$383K +1,626 +5%
TA
3227
Tectonic Advisors
Texas
$7.33M +$191K +811 +3%
BFS
3228
BridgePort Financial Solutions
Iowa
$7.33M +$7.28M +30,895 New
SR
3229
Syntax Research
Florida
$7.33M +$3.77K +16 +0.1%
LC
3230
Landaas & Company
Wisconsin
$7.33M +$155K +657 +2%
RC
3231
Rovin Capital
Arizona
$7.33M +$548K +2,327 +9%
RCM
3232
Regency Capital Management
Hawaii
$7.32M +$243K +1,029 +4%
4WM
3233
49 Wealth Management
Texas
$7.32M +$149K +633 +2%
BIM
3234
Barton Investment Management
Pennsylvania
$7.31M -$507K -2,150 -7%
CA
3235
Clune & Associates
Illinois
$7.3M +$6.87M +29,139 New
BIA
3236
Barry Investment Advisors
Massachusetts
$7.27M -$1.07M -4,542 -14%
GSWM
3237
Greenup Street Wealth Management
Michigan
$7.27M +$66.5K +282 +1%
CFFP
3238
Center for Financial Planning
Michigan
$7.26M -$15.8K -67 -0.2%
WF
3239
Whelan Financial
California
$7.26M +$1.76M +7,458 +35%
FTUS
3240
Flow Traders U.S.
New York
$7.24M +$6.82M +28,917 New
LWM
3241
Lakeridge Wealth Management
Ohio
$7.23M -$58.2K -247 -0.8%
RIM
3242
Redwood Investment Management
Arizona
$7.23M -$1.38M -5,867 -17%
SDWMA
3243
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.22M -$160K -677 -2%
BC
3244
Bowman & Company
Wisconsin
$7.22M -$61.5K -261 -0.9%
ACP
3245
Aveo Capital Partners
Colorado
$7.22M +$401K +1,701 +6%
CFCI
3246
Comprehensive Financial Consultants Institutional
Indiana
$7.22M +$68.3K +290 +1%
WHCI
3247
W.H. Cornerstone Investments
Massachusetts
$7.22M -$139K -589 -2%
FLP
3248
Financial Life Planners
Arizona
$7.21M +$6.79M +28,790 New
CCM
3249
Crew Capital Management
Ohio
$7.21M +$184K +782 +3%
CCA
3250
Criterion Capital Advisors
Tennessee
$7.21M