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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1101
Pure Financial Advisors
California
$146K +$140K +10,280 New
NAG
1102
Northstar Advisory Group
New Jersey
$145K +$139K +10,248 New
SPAS
1103
Spectrum Planning & Advisory Services
California
$145K +$139K +10,248 New
HC
1104
Hourglass Capital
Texas
$144K -$2.49K -183 -2%
MCA
1105
Magnolia Capital Advisors
Mississippi
$144K +$138K +10,169 New
SLWA
1106
San Luis Wealth Advisors
California
$144K +$138K +10,178 New
CIC
1107
Chilton Investment Company
Connecticut
$144K +$139K +10,200 New
FT
1108
Fiduciary Trust
Massachusetts
$143K -$41 -3 -0%
ACM
1109
Alta Capital Management
Utah
$142K -$137K -10,092 -50%
AIM
1110
Acropolis Investment Management
Missouri
$142K – – –
NFSG
1111
Newbridge Financial Services Group
Florida
$142K +$19.8K +1,455 +17%
GC
1112
Gratus Capital
Georgia
$142K +$136K +10,001 New
UAS
1113
United Asset Strategies
New York
$142K +$136K +10,009 New
Cohen & Steers
1114
Cohen & Steers
New York
$142K +$136K +10,011 New
GG
1115
Gleason Group
Kentucky
$141K +$41.8K +3,075 +45%
WPW
1116
Waldron Private Wealth
Pennsylvania
$141K +$136K +10,007 New
EWM
1117
Edge Wealth Management
New York
$140K +$54.4K +4,000 +68%
CTC
1118
Central Trust Company
Missouri
$139K +$16.3K +1,200 +14%
BWM
1119
BerganKDV Wealth Management
Minnesota
$137K +$95.5K +7,023 +266%
BBHC
1120
Brown Brothers Harriman & Co
New York
$137K +$102K +7,500 +346%
CCM
1121
Coldstream Capital Management
Washington
$136K -$36.6K -2,688 -12%
CFG
1122
CKW Financial Group
Hawaii
$136K – – –
ADL
1123
Asset Dedication LLC
California
$133K – – –
AF
1124
Arrow Financial
New York
$132K – – –
CFN
1125
Cordasco Financial Network
Florida
$131K – – –