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Name Holding Trade Value Shares
Change
Change in
Stake
CIR
3101
Clear Investment Research
Georgia
$254K +$3.81K +10 +2%
AIA
3102
Arrow Investment Advisors
Maryland
$254K +$233K +613 New
TF
3103
TRH Financial
Iowa
$252K +$231K +608 New
E
3104
ETFidea
New York
$251K +$231K +606 New
APC
3105
Asset Planning Corporation
Tennessee
$251K +$230K +605 New
GA
3106
Greenspring Advisors
Maryland
$250K +$229K +602 New
KL
3107
KilterHowling LLC
Colorado
$249K +$228K +600 New
LSV Asset Management
3108
LSV Asset Management
Illinois
$249K
NEPPG
3109
New England Professional Planning Group
Rhode Island
$249K
ACA
3110
Ackerman Capital Advisors
Texas
$248K +$227K +597 New
SCG
3111
Sonata Capital Group
Washington
$247K +$226K +594 New
C
3112
Covestor
United Kingdom
$246K +$225K +592 New
SM
3113
Salzhauer Michael
$246K +$225K +592 New
BRA
3114
Biechele Royce Advisors
Indiana
$246K +$226K +593 New
BSI
3115
Bennett Selby Investments
Maine
$245K +$225K +591 New
AS
3116
Altshuler Shaham
Israel
$244K +$215K +565 +2,354%
CFSG
3117
Clark Financial Services Group
Missouri
$244K +$223K +586 New
JSA
3118
Jacobson & Schmitt Advisors
Wisconsin
$244K +$224K +588 New
MF
3119
Manchester Financial
California
$244K +$224K +589 New
MWM
3120
Maltin Wealth Management
New Jersey
$243K +$223K +586 New
AWA
3121
Aletheian Wealth Advisors
Washington
$242K +$222K +583 New
OWM
3122
Orgel Wealth Management
Wisconsin
$242K +$222K +583 New
AFS
3123
Axiom Financial Strategies
Indiana
$242K +$222K +584 New
CWA
3124
Clarity Wealth Advisors
California
$242K +$223K +585 New
GPA
3125
Guidance Point Advisors
Massachusetts
$240K +$761 +2 +0.3%