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Name Holding Trade Value Shares
Change
Change in
Stake
VIA
3151
Virtus Investment Advisers
Connecticut
$198K – – –
WAM
3152
Worth Asset Management
Texas
$198K – – –
RFG
3153
RFP Financial Group
Georgia
$194K -$6.33M -20,636 -97%
CBC
3154
Coombe, Bender & Co
New York
$193K +$201K +656 New
TC
3155
Truvestments Capital
Florida
$188K -$10.7K -35 -5%
SOW
3156
State of Wyoming
Wyoming
$187K -$209K -683 -52%
CWM
3157
CarsonAllaria Wealth Management
Illinois
$183K +$1.23K +4 +0.7%
PCFFS
3158
Pacific Center for Financial Services
California
$179K +$186K +606 New
GWSA
3159
Global Wealth Strategies & Associates
Colorado
$176K -$12.9K -42 -7%
RDFA
3160
Ritter Daniher Financial Advisory
Ohio
$174K +$30.7K +100 +20%
HI
3161
Hoey Investments
Pennsylvania
$170K +$30.7K +100 +21%
SSC
3162
Syverson Strege & Co
Iowa
$164K +$32.8K +107 +24%
EL
3163
EMFO LLC
Florida
$163K -$142K -464 -46%
CIR
3164
Clear Investment Research
Georgia
$163K -$1.53K -5 -0.9%
RWM
3165
Raffa Wealth Management
District of Columbia
$158K +$613 +2 +0.4%
YDMI
3166
Y.D. More Investments
Israel
$157K +$2.76K +9 +2%
JEST
3167
JTC Employer Solutions Trustee
Jersey
$156K – – –
BBPWM
3168
Blue Bell Private Wealth Management
Pennsylvania
$154K -$7.36K -24 -4%
CAM
3169
Costello Asset Management
Pennsylvania
$153K +$16.9K +55 +12%
AWM
3170
Abound Wealth Management
Tennessee
$150K +$14.1K +46 +10%
DF
3171
DecisionPoint Financial
Arizona
$147K +$7.05K +23 +5%
EARNEST Partners
3172
EARNEST Partners
Georgia
$144K – – –
BCMIO
3173
Beacon Capital Management Inc (Ohio)
Ohio
$144K +$11.3K +37 +8%
FSWA
3174
Financial Synergies Wealth Advisors
Texas
$141K +$57.3K +187 +64%
LFA
3175
Level Financial Advisors
New York
$140K -$1.23K -4 -0.8%