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Name Holding Trade Value Shares
Change
Change in
Stake
CBC
3151
Coombe, Bender & Co
New York
$193K +$201K +656 New
TC
3152
Truvestments Capital
Florida
$188K -$10.7K -35 -5%
SOW
3153
State of Wyoming
Wyoming
$187K -$209K -683 -52%
CWM
3154
CarsonAllaria Wealth Management
Illinois
$183K +$1.23K +4 +0.7%
PCFFS
3155
Pacific Center for Financial Services
California
$179K +$186K +606 New
GWSA
3156
Global Wealth Strategies & Associates
Colorado
$176K -$12.9K -42 -7%
RDFA
3157
Ritter Daniher Financial Advisory
Ohio
$174K +$30.7K +100 +20%
HI
3158
Hoey Investments
Pennsylvania
$170K +$30.7K +100 +21%
SSC
3159
Syverson Strege & Co
Iowa
$164K +$32.8K +107 +24%
EL
3160
EMFO LLC
Florida
$163K -$142K -464 -46%
CIR
3161
Clear Investment Research
Georgia
$163K -$1.53K -5 -0.9%
RWM
3162
Raffa Wealth Management
District of Columbia
$158K +$613 +2 +0.4%
YDMI
3163
Y.D. More Investments
Israel
$157K +$2.76K +9 +2%
JEST
3164
JTC Employer Solutions Trustee
Jersey
$156K
BBPWM
3165
Blue Bell Private Wealth Management
Pennsylvania
$154K -$7.36K -24 -4%
CAM
3166
Costello Asset Management
Pennsylvania
$153K +$16.9K +55 +12%
AWM
3167
Abound Wealth Management
Tennessee
$150K +$14.1K +46 +10%
DF
3168
DecisionPoint Financial
Arizona
$147K +$7.05K +23 +5%
EARNEST Partners
3169
EARNEST Partners
Georgia
$144K
BCMIO
3170
Beacon Capital Management Inc (Ohio)
Ohio
$144K +$11.3K +37 +8%
FSWA
3171
Financial Synergies Wealth Advisors
Texas
$141K +$57.3K +187 +64%
LFA
3172
Level Financial Advisors
New York
$140K -$1.23K -4 -0.8%
EWP
3173
Elevation Wealth Partners
California
$139K +$144K +471 New
SA
3174
SRH Advisors
Kansas
$138K +$307 +1 +0.2%
MCA
3175
Maryland Capital Advisors
Maryland
$136K