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Name Holding Trade Value Shares
Change
Change in
Stake
CIR
3201
Clear Investment Research
Georgia
$176K -$16.1K -53 -9%
BBPWM
3202
Blue Bell Private Wealth Management
Pennsylvania
$172K
RWM
3203
Raffa Wealth Management
District of Columbia
$168K +$914 +3 +0.6%
YDMI
3204
Y.D. More Investments
Israel
$167K +$159K +522 New
JEST
3205
JTC Employer Solutions Trustee
Jersey
$167K
FCG
3206
Financial Connections Group
California
$164K +$48.7K +160 +45%
RDFA
3207
Ritter Daniher Financial Advisory
Ohio
$154K +$62.1K +204 +72%
EARNEST Partners
3208
EARNEST Partners
Georgia
$154K
PG
3209
Proffitt & Goodson
Tennessee
$153K -$67.9K -223 -32%
LFA
3210
Level Financial Advisors
New York
$152K +$1.22K +4 +0.8%
HI
3211
Hoey Investments
Pennsylvania
$150K -$112K -369 -44%
CSPAM
3212
Cary Street Partners Asset Management
Virginia
$150K -$117K -383 -45%
DF
3213
DecisionPoint Financial
Arizona
$150K +$144K +474 New
SA
3214
SRH Advisors
Kansas
$148K
CAM
3215
Costello Asset Management
Pennsylvania
$147K -$10.7K -35 -7%
RTL
3216
Red Tortoise LLC
Georgia
$147K +$142K +465 New
AWM
3217
Abound Wealth Management
Tennessee
$146K
MCA
3218
Maryland Capital Advisors
Maryland
$145K
BCMIO
3219
Beacon Capital Management Inc (Ohio)
Ohio
$142K
SSC
3220
Syverson Strege & Co
Iowa
$142K +$1.22K +4 +0.9%
FIM
3221
FWL Investment Management
Texas
$141K +$136K +446 New
BIA
3222
Bell Investment Advisors
California
$140K +$91.4K +300 +208%
KIA
3223
Kraematon Investment Advisors
Massachusetts
$140K +$135K +443 New
EA
3224
Evolution Advisers
Virginia
$138K
CWM
3225
Cedar Wealth Management
California
$137K -$18.3K -60 -12%