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Name Holding Trade Value Shares
Change
Change in
Stake
MOS
1626
MGO One Seven
Ohio
$138K +$134K +2,419 New
FCB
1627
First Command Bank
Texas
$134K
FCFS
1628
First Command Financial Services
Texas
$134K
C
1629
Cerebellum
California
$133K +$129K +2,330 New
WA
1630
Winfield Associates
Ohio
$132K +$55 +1 +0%
AF
1631
Allworth Financial
California
$127K +$333 +6 +0.3%
BRC
1632
Bell Rock Capital
Delaware
$124K
RPC
1633
Rossmore Private Capital
Connecticut
$123K +$119K +2,147 New
OIA
1634
OneDigital Investment Advisors
Kansas
$121K -$250K -4,515 -68%
GRP
1635
Global Retirement Partners
California
$116K +$33.3K +600 +42%
CWM
1636
Catamount Wealth Management
Connecticut
$114K
LD
1637
Lipe & Dalton
New York
$113K
VIM
1638
Veritas Investment Management
United Kingdom
$110K
MBT
1639
Monroe Bank & Trust
Michigan
$107K +$104K +1,885 New
ARMC
1640
American Research & Management Company
Massachusetts
$104K +$6.82K +123 +7%
SP
1641
SWS Partners
Ohio
$104K +$101K +1,821 New
RP
1642
Rowlandmiller & Partners
Georgia
$102K +$98.6K +1,780 New
IWP
1643
Icon Wealth Partners
Texas
$102K +$99K +1,787 New
THWM
1644
Taylor Hoffman Wealth Management
Virginia
$99K +$96.3K +1,738 New
CCMW
1645
Cypress Capital Management (Wyoming)
Wyoming
$98K -$45.2K -815 -32%
CT
1646
Clearstead Trust
Maine
$97K
PCTC
1647
Perkins Coie Trust Company
Washington
$96K
KA
1648
Kaizen Advisory
Illinois
$96K +$92.9K +1,676 New
AWA
1649
Acorn Wealth Advisors
Michigan
$94K +$88.6K +1,598 New
KF
1650
Krilogy Financial
Missouri
$93K -$65.1K -1,174 -42%