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Name Holding Trade Value Shares
Change
Change in
Stake
CIR
4176
Clear Investment Research
Georgia
$937K -$180K -1,303 -16%
SAM
4177
Sherman Asset Management
California
$934K +$958K +6,953 New
SIMG
4178
Stephens Investment Management Group
Texas
$933K -$87K -631 -8%
CPW
4179
Crestmont Private Wealth
Texas
$932K +$109K +790 +13%
HIW
4180
Holos Integrated Wealth
Pennsylvania
$928K +$952K +6,908 New
CSWM
4181
Cassady Schiller Wealth Management
Ohio
$927K +$164K +1,192 +21%
AAS
4182
Asset Allocation Strategies
Michigan
$926K +$16.3K +118 +2%
DWA
4183
Delap Wealth Advisory
Oregon
$926K +$66.2K +480 +7%
FGC
4184
Financial Gravity Companies
Texas
$926K +$686K +4,980 +260%
OCFG
4185
O'Connor Financial Group
Illinois
$925K +$13.9K +101 +1%
CS
4186
Crescent Sterling
Louisiana
$924K +$80.4K +583 +9%
NWM
4187
Navigoe Wealth Management
California
$920K +$945K +6,855 New
Betterment LLC
4188
Betterment LLC
New York
$919K +$87.1K +632 +10%
LC
4189
Landaas & Company
Wisconsin
$917K +$57.9K +420 +7%
CCAL
4190
City Center Advisors LLC
Michigan
$916K +$175K +1,270 +23%
CWM
4191
Centricity Wealth Management
Ohio
$913K +$937K +6,801 New
CAS
4192
CTC Alternative Strategies
Illinois
$913K -$767K -5,564 -45%
CFFP
4193
Center for Financial Planning
Michigan
$912K +$133K +966 +17%
FWP
4194
Firethorn Wealth Partners
Georgia
$910K +$22.5K +163 +2%
PPA
4195
Pacific Point Advisors
California
$909K +$965K +7,000 New
PWMG
4196
Private Wealth Management Group
New Jersey
$908K +$133K +966 +17%
CWA
4197
Clearview Wealth Advisors
Oregon
$907K -$38.2K -277 -4%
MKC
4198
M. Kraus & Co
Vermont
$907K -$36.5K -265 -4%
ICM
4199
Islay Capital Management
Texas
$906K
PI
4200
Pachira Investments
California
$905K +$57.8K +419 +7%