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Name Holding Trade Value Shares
Change
Change in
Stake
RS
3201
Retirement Solution
Washington
$200K +$193K +635 New
MA
3202
Menlo Advisors
California
$200K +$194K +636 New
CCA
3203
Column Capital Advisors
Indiana
$195K +$7.01K +23 +4%
CWM
3204
CarsonAllaria Wealth Management
Illinois
$194K – – –
MSCM
3205
McElhenny Sheffield Capital Management
Texas
$191K +$185K +606 New
PFC
3206
Phocas Financial Corp
California
$185K +$178K +585 New
MFG
3207
Mendota Financial Group
Wisconsin
$177K +$170K +559 New
CIR
3208
Clear Investment Research
Georgia
$176K -$16.1K -53 -9%
BBPWM
3209
Blue Bell Private Wealth Management
Pennsylvania
$172K – – –
RWM
3210
Raffa Wealth Management
District of Columbia
$168K +$914 +3 +0.6%
YDMI
3211
Y.D. More Investments
Israel
$167K +$159K +522 New
JEST
3212
JTC Employer Solutions Trustee
Jersey
$167K – – –
FCG
3213
Financial Connections Group
California
$164K +$48.7K +160 +45%
RDFA
3214
Ritter Daniher Financial Advisory
Ohio
$154K +$62.1K +204 +72%
EARNEST Partners
3215
EARNEST Partners
Georgia
$154K – – –
PG
3216
Proffitt & Goodson
Tennessee
$153K -$67.9K -223 -32%
LFA
3217
Level Financial Advisors
New York
$152K +$1.22K +4 +0.8%
HI
3218
Hoey Investments
Pennsylvania
$150K -$112K -369 -44%
CSPAM
3219
Cary Street Partners Asset Management
Virginia
$150K -$117K -383 -45%
DF
3220
DecisionPoint Financial
Arizona
$150K +$144K +474 New
SA
3221
SRH Advisors
Kansas
$148K – – –
CAM
3222
Costello Asset Management
Pennsylvania
$147K -$10.7K -35 -7%
RTL
3223
Red Tortoise LLC
Georgia
$147K +$142K +465 New
AWM
3224
Abound Wealth Management
Tennessee
$146K – – –
MCA
3225
Maryland Capital Advisors
Maryland
$145K – – –