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Name Holding Trade Value Shares
Change
Change in
Stake
AG
1001
AmeriFlex Group
Nevada
$176K +$3.44K +37 +2%
TCOV
1002
Trust Company of Vermont
Vermont
$175K +$176K +1,891 New
TPCW
1003
TD Private Client Wealth
New York
$175K -$19.3K -208 -10%
PWMG
1004
Private Wealth Management Group
New Jersey
$174K +$83.7K +900 +92%
CFO
1005
CVA Family Office
Colorado
$173K -$3.16K -34 -2%
IFWM
1006
Institute for Wealth Management
Colorado
$170K +$171K +1,837 New
CA
1007
Continuum Advisory
Idaho
$170K +$170K +1,830 New
AF
1008
Advisornet Financial
Minnesota
$169K -$837 -9 -0.5%
OL
1009
OneFund LLC
Florida
$165K -$1.02K -11 -0.6%
CH
1010
Cromwell Holdings
Wyoming
$165K – – –
MG
1011
Mather Group
Illinois
$164K -$11.5K -124 -7%
HFS
1012
Hughes Financial Services
Virginia
$162K +$3.63K +39 +2%
DMBA
1013
Deseret Mutual Benefit Administrators
Utah
$160K -$9.95K -107 -6%
TF
1014
Tompkins Financial
New York
$153K – – –
FDCP
1015
Foster Dykema Cabot & Partners
Massachusetts
$153K – – –
BTI
1016
Blue Trust Inc
Georgia
$149K -$25.9K -279 -15%
TSMHT
1017
Thurston Springer Miller Herd & Titak
Indiana
$149K +$18K +194 +14%
PP
1018
Pacifica Partners
Canada
$149K – – –
KB
1019
Kimelman & Baird
New York
$139K – – –
SA
1020
SRH Advisors
Kansas
$139K – – –
KFAS
1021
Keating Financial Advisory Services
Kansas
$136K +$9.39K +101 +7%
GPI
1022
General Partner Inc
Pennsylvania
$134K – – –
TWIM
1023
TIAA Wealth Investment Management
New York
$133K -$5.3K -57 -4%
T
1024
Tidemark
California
$133K – – –
CSP
1025
Cary Street Partners
Virginia
$130K -$2.51K -27 -2%