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Name Holding Trade Value Shares
Change 		Change in
Stake
FCFS
926
First Command Financial Services
Texas
$1.23M -$42.6K -205 -3%
FC
927
Fusion Capital
South Carolina
$1.23M +$300K +1,442 +33%
BP
928
Ballentine Partners
Massachusetts
$1.23M +$121K +581 +11%
SWM
929
Silverlake Wealth Management
Vermont
$1.22M +$3.12K +15 +0.3%
MWM
930
Mattern Wealth Management
Kansas
$1.22M +$20.8K +100 +2%
MWA
931
Moser Wealth Advisors
Washington
$1.22M +$1.2M +5,760 New
WAM
932
Wallington Asset Management
Indiana
$1.21M -$24.9K -120 -2%
OWA
933
Octavia Wealth Advisors
Ohio
$1.21M -$38K -183 -3%
FB
934
Fulton Bank
Pennsylvania
$1.21M -$10.4K -50 -0.9%
CIM
935
CIM Investment Management
Pennsylvania
$1.2M +$2.91K +14 +0.2%
CSC
936
Caldwell Sutter Capital
California
$1.2M +$987K +4,753 +513%
BBHC
937
Brown Brothers Harriman & Co
New York
$1.2M +$3.53K +17 +0.3%
SIG
938
Sargent Investment Group
Maryland
$1.19M +$32.8K +158 +3%
CHC
939
City Holding Co
West Virginia
$1.19M -$29.1K -140 -2%
WANY
940
Wealthspire Advisors (New York)
New York
$1.19M +$44.2K +213 +4%
SRSA
941
S.R. Schill & Associates
Washington
$1.18M +$286K +1,376 +33%
TWP
942
Tempus Wealth Planning
California
$1.18M -$8.31K -40 -0.7%
PWMG
943
Pinnacle Wealth Management Group
Michigan
$1.18M -$16.6K -80 -1%
EHC
944
Everett Harris & Co
California
$1.18M -$57.1K -275 -5%
WFS
945
Widmann Financial Services
Maryland
$1.18M +$21.2K +102 +2%
AIM
946
Anchor Investment Management
South Carolina
$1.18M – – –
ZIG
947
Zullo Investment Group
Pennsylvania
$1.18M +$15.4K +74 +1%
AWE
948
Avidian Wealth Enterprises
Texas
$1.18M -$3.71M -17,884 -76%
MWM
949
Modera Wealth Management
New Jersey
$1.17M +$398K +1,914 +52%
IB
950
Intrust Bank
Kansas
$1.17M -$42.8K -206 -4%
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