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Name Holding Trade Value Shares
Change
Change in
Stake
LFASL
2076
Lugano Financial Advisors SA (LFA)
Switzerland
$139K
KFP
2077
KB Financial Partners
New Jersey
$136K +$118K +578 +863%
CAC
2078
Core Alternative Capital
Georgia
$135K -$19.4K -95 -13%
MCM
2079
Manchester Capital Management
Vermont
$134K +$2.86K +14 +2%
FMP
2080
Financial Management Professionals
Texas
$134K -$18K -88 -12%
BCM
2081
Blume Capital Management
California
$132K +$5.1K +25 +4%
GCM
2082
Gables Capital Management
Florida
$130K +$120K +590 +2,269%
GC
2083
Globeflex Capital
California
$127K +$122K +600 New
AAP
2084
Arax Advisory Partners
Colorado
$126K +$68.4K +335 +128%
Allianz Asset Management
2085
Allianz Asset Management
Germany
$125K +$41.6M +203,722 +52%
GM
2086
GeoWealth Management
Illinois
$125K +$120K +588 New
WOC
2087
West Oak Capital
California
$124K
TF
2088
Tompkins Financial
New York
$121K
KIG
2089
Kessler Investment Group
Indiana
$117K
DCBT
2090
Dakota Community Bank & Trust
North Dakota
$116K
LJHT
2091
Laurie J. Hall Trustee
$115K
AWM
2092
Abound Wealth Management
Tennessee
$113K -$6.53K -32 -6%
EARNEST Partners
2093
EARNEST Partners
Georgia
$113K
OIA
2094
Optimum Investment Advisors
Illinois
$113K -$20.4K -100 -16%
BWP
2095
Baldwin Wealth Partners
Massachusetts
$111K -$32K -157 -23%
PWMG
2096
Prestige Wealth Management Group
New Jersey
$109K -$2.25K -11 -2%
FCB
2097
First Command Bank
Texas
$107K
FCFS
2098
First Command Financial Services
Texas
$107K
CBT
2099
CoreFirst Bank & Trust
Kansas
$106K -$31.8K -156 -24%
CPG
2100
Cornerstone Planning Group
New Jersey
$104K +$101K +493 New