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Name Holding Trade Value Shares
Change
Change in
Stake
IDBONY
1751
Israel Discount Bank of New York
New York
$1.98M +$661K +7,100 +52%
CAL
1752
Capital Analysts LLC
Pennsylvania
$1.97M +$143K +1,540 +8%
SWM
1753
Segment Wealth Management
Texas
$1.96M +$27.9K +300 +1%
W
1754
WealthStone
Ohio
$1.96M +$1.93M +20,720 New
OC
1755
Oarsman Capital
Wisconsin
$1.95M +$27.9K +300 +1%
GBBWRPM
1756
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.95M +$3.73K +40 +0.2%
RGIA
1757
Rainier Group Investment Advisory
Washington
$1.94M +$121K +1,300 +7%
SCP
1758
Stamos Capital Partners
California
$1.92M -$894K -9,600 -32%
ACM
1759
Allred Capital Management
Texas
$1.92M -$138K -1,480 -7%
FCB
1760
First Command Bank
Texas
$1.92M
FCFS
1761
First Command Financial Services
Texas
$1.92M
WAG
1762
Winthrop Advisory Group
Massachusetts
$1.91M -$473K -5,080 -20%
BAM
1763
Blueshift Asset Management
New Jersey
$1.91M +$1.87M +20,120 New
MCM
1764
Mengis Capital Management
Oregon
$1.9M +$434K +4,660 +30%
BCB
1765
Brian C. Broderick
$1.9M +$443K +4,760 +31%
GIM
1766
Goelzer Investment Management
Indiana
$1.9M -$41K -440 -2%
BC
1767
Blackhill Capital
New Jersey
$1.89M
VFCM
1768
Valley Forge Capital Management
Florida
$1.89M
CCM
1769
Courage Capital Management
Tennessee
$1.89M +$1.86M +20,000 New
FMWA
1770
Forvis Mazars Wealth Advisors
Missouri
$1.89M -$112K -1,200 -6%
FWM
1771
Foresight Wealth Management
Utah
$1.89M +$96.9K +1,040 +6%
ST
1772
Smithfield Trust
Pennsylvania
$1.88M +$168K +1,800 +10%
TWA
1773
Tillar-Wenstrup Advisors
Ohio
$1.88M -$18.6K -200 -1%
ACS
1774
Archford Capital Strategies
Illinois
$1.88M +$624K +6,700 +51%
MWA
1775
Meridian Wealth Advisors
Texas
$1.88M -$5.59K -60 -0.3%