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Name Holding Trade Value Shares
Change
Change in
Stake
CWC
2076
Carolinas Wealth Consulting
North Carolina
$173K -$6.46K -30 -4%
SC
2077
Seldon Capital
California
$170K – – –
TFS
2078
TrustCore Financial Services
Tennessee
$170K +$5.38K +25 +3%
FCFS
2079
First Command Financial Services
Texas
$169K -$430 -2 -0.3%
FCB
2080
First Command Bank
Texas
$169K +$52.3K +243 +44%
JWM
2081
Janiczek Wealth Management
Colorado
$166K -$38.3K -178 -19%
ZIG
2082
Zullo Investment Group
Pennsylvania
$166K +$22.6K +105 +15%
TFM
2083
TFC Financial Management
Massachusetts
$162K – – –
MW
2084
Milestone Wealth
New York
$161K – – –
HR
2085
Howe & Rusling
New York
$161K +$3.23K +15 +2%
MAWCM
2086
Mine & Arao Wealth Creation & Management
California
$160K – – –
Larson Financial Group
2087
Larson Financial Group
Missouri
$157K -$37K -172 -19%
Kayne Anderson Rudnick Investment Management
2088
Kayne Anderson Rudnick Investment Management
California
$156K -$20.2K -94 -11%
BFC
2089
Bedel Financial Consulting
Indiana
$153K -$3.87K -18 -2%
MCM
2090
Magnolia Capital Management
New York
$149K – – –
UID
2091
Union Investments & Development
Israel
$149K – – –
Simon Quick Advisors
2092
Simon Quick Advisors
New Jersey
$147K -$75.8K -352 -34%
Stephens Investment Management Group
2093
Stephens Investment Management Group
Texas
$144K – – –
KA
2094
Kozak & Associates
Colorado
$143K – – –
KFP
2095
KB Financial Partners
New Jersey
$142K -$5.17K -24 -3%
HWM
2096
Holloway Wealth Management
Florida
$136K – – –
SIAP
2097
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$135K -$8.18K -38 -6%
BCM
2098
Blume Capital Management
California
$134K +$6.46K +30 +5%
OIA
2099
Optimum Investment Advisors
Illinois
$134K +$6.46K +30 +5%
HDIM
2100
Hanson & Doremus Investment Management
Vermont
$133K +$34.6K +161 +35%