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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1001
CVA Family Office
Colorado
$173K -$3.16K -34 -2%
IFWM
1002
Institute for Wealth Management
Colorado
$170K +$171K +1,837 New
CA
1003
Continuum Advisory
Idaho
$170K +$170K +1,830 New
AF
1004
Advisornet Financial
Minnesota
$169K -$837 -9 -0.5%
OL
1005
OneFund LLC
Florida
$165K -$1.02K -11 -0.6%
CH
1006
Cromwell Holdings
Wyoming
$165K
MG
1007
Mather Group
Illinois
$164K -$11.5K -124 -7%
HFS
1008
Hughes Financial Services
Virginia
$162K +$3.63K +39 +2%
DMBA
1009
Deseret Mutual Benefit Administrators
Utah
$160K -$9.95K -107 -6%
TF
1010
Tompkins Financial
New York
$153K
FDCP
1011
Foster Dykema Cabot & Partners
Massachusetts
$153K
BTI
1012
Blue Trust Inc
Georgia
$149K -$25.9K -279 -15%
TSMHT
1013
Thurston Springer Miller Herd & Titak
Indiana
$149K +$18K +194 +14%
PP
1014
Pacifica Partners
Canada
$149K
KB
1015
Kimelman & Baird
New York
$139K
SA
1016
SRH Advisors
Kansas
$139K
KFAS
1017
Keating Financial Advisory Services
Kansas
$136K +$9.39K +101 +7%
GPI
1018
General Partner Inc
Pennsylvania
$134K
TWIM
1019
TIAA Wealth Investment Management
New York
$133K -$5.3K -57 -4%
T
1020
Tidemark
California
$133K
CSP
1021
Cary Street Partners
Virginia
$130K -$2.51K -27 -2%
JFG
1022
JDM Financial Group
Texas
$130K
CAC
1023
Core Alternative Capital
Georgia
$129K
UOTTAIMCU
1024
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$122K +$123K +1,320 New
RBC
1025
Roble Belko & Company
Pennsylvania
$122K