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Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
2151
Cornerstone Planning Group
New Jersey
$62.9K -$7.15K -71 -11%
PCFFS
2152
Pacific Center for Financial Services
California
$62.4K – – –
AF
2153
Align Financial
Minnesota
$61.4K – – –
BC
2154
Barrett & Company
Rhode Island
$61.1K +$302 +3 +0.5%
AG
2155
AmeriFlex Group
Nevada
$59.9K +$32.2K +320 +120%
UOTTAIMCU
2156
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$59.9K +$59K +586 New
HBW
2157
Hazlett, Burt & Watson
West Virginia
$59K -$9.97K -99 -14%
CFM
2158
Compass Financial Management
Florida
$58.3K +$56.4K +560 New
CLOS
2159
Compagnie Lombard Odier SCmA
Switzerland
$57.6K -$80.6K -800 -59%
TIM
2160
Thompson Investment Management
Wisconsin
$57.4K -$3.63K -36 -6%
FGA
2161
Fortis Group Advisors
New Jersey
$57.2K – – –
GEA
2162
Glen Eagle Advisors
New Jersey
$57.1K -$101 -1 -0.2%
MFP
2163
Meramec Financial Planners
Missouri
$56.3K -$5.54K -55 -9%
PWAM
2164
Private Wealth Asset Management
Iowa
$55.4K – – –
BMC
2165
Bear Mountain Capital
Washington
$55.2K +$302 +3 +0.6%
CFSG
2166
Community Financial Services Group
Vermont
$54.3K +$4.53K +45 +9%
CTA
2167
Colonial Trust Advisors
South Carolina
$53.9K +$22.8K +226 +75%
PMFA
2168
Plante Moran Financial Advisors
Michigan
$53.5K +$3.93K +39 +8%
BFS
2169
Beacon Financial Strategies
North Carolina
$53.1K – – –
OW
2170
Olistico Wealth
Oklahoma
$53.1K – – –
RTC
2171
Riverview Trust Company
Washington
$52.7K – – –
TSMHT
2172
Thurston Springer Miller Herd & Titak
Indiana
$52.4K -$79.7K -791 -61%
SW
2173
StrongBox Wealth
Missouri
$51.5K +$50.7K +503 New
TC
2174
Trust Company
Kansas
$51.3K – – –
CH
2175
CDKV Holdings
Colorado
$51.1K – – –
85 86
87
88 89