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Name Holding Trade Value Shares
Change
Change in
Stake
SP
3976
SWS Partners
Ohio
$213K +$291 +1 +0.1%
SFS
3977
Solitude Financial Services
Virginia
$211K +$217K +747 New
OKSA
3978
O'Keefe Stevens Advisory
New York
$208K
SPIO
3979
Seven Post Investment Office
California
$208K
UOTTAIMCU
3980
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$208K +$215K +739 New
MECA
3981
Miller Equity Capital Advisors
Texas
$207K +$214K +736 New
PHAM
3982
Portland Hill Asset Management
United Kingdom
$206K
FA
3983
Financial Advantage
Maryland
$204K
FFC
3984
Fure Financial Corporation
Minnesota
$196K +$203K +696 New
LPWM
3985
Lake Point Wealth Management
Texas
$188K +$20.1K +69 +12%
YAL
3986
Your Advocates Ltd
Texas
$185K -$215K -739 -53%
SFO
3987
Standard Family Office
South Dakota
$183K -$5.11M -17,569 -96%
ARIS
3988
Advanced Research Investment Solutions
California
$180K +$168K +576 +914%
CPFP
3989
Clear Perspectives Financial Planning
Ohio
$173K
SL
3990
Savior LLC
Massachusetts
$172K -$779K -2,677 -81%
CCM
3991
Cutler Capital Management
Massachusetts
$169K
SAM
3992
Strategic Asset Management
Minnesota
$168K +$166K +570 New
CTC (Chicago Trading Company)
3993
CTC (Chicago Trading Company)
Illinois
$162K +$167K +574 New
CPWM
3994
Cypress Point Wealth Management
Texas
$156K -$674K -2,315 -81%
MGI
3995
MayTech Global Investments
New York
$154K +$6.4K +22 +4%
BHWM
3996
Bay Harbor Wealth Management
Maryland
$142K +$291 +1 +0.2%
RFP
3997
Roth Financial Partners
Texas
$141K
BC
3998
Barnett & Company
Tennessee
$138K -$129K -445 -48%
FCAS
3999
First Command Advisory Services
Texas
$127K +$135K +463 New
SPIA
4000
Strategic Point Investment Advisors
Rhode Island
$114K