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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1726
Avior Wealth Management
Nebraska
$694K -$281K -6,404 -27%
AB
1727
Atlas Brown
Kentucky
$694K +$36.2K +826 +5%
EGA
1728
E&G Advisors
Texas
$691K -$74.6K -1,700 -9%
CA
1729
Cumberland Advisors
Florida
$690K +$526K +12,000 +216%
CPO
1730
Cerity Partners OCIO
New York
$689K +$95.4K +2,174 +14%
CHJWM
1731
Carlton Hofferkamp & Jenks Wealth Management
Texas
$687K +$51.9K +1,182 +8%
PCS
1732
Personal CFO Solutions
New Jersey
$687K +$308K +7,023 +67%
FWP
1733
FAS Wealth Partners
Kansas
$685K +$122K +2,774 +19%
MFW
1734
Meristem Family Wealth
Minnesota
$684K -$1.62K -37 -0.2%
BCM
1735
Brooktree Capital Management
Michigan
$680K -$51.8K -1,180 -6%
RCM
1736
RB Capital Management
Nevada
$679K -$21.7K -495 -3%
SW
1737
SlateStone Wealth
Florida
$678K +$111K +2,538 +17%
RCS
1738
Retirement Capital Strategies
California
$677K
HSWM
1739
Hubbell Strickland Wealth Management
Louisiana
$677K +$3.03K +69 +0.4%
CT
1740
Chicago Trust
Illinois
$675K -$28.3K -644 -4%
CF
1741
Centaurus Financial
California
$674K -$38K -866 -5%
HIIFS
1742
Harel Insurance Investments & Financial Services
Israel
$673K +$48.3K +1,100 +7%
ICM
1743
IMS Capital Management
Oregon
$671K -$84.9K -1,936 -10%
CSWG
1744
Cardinal Strategic Wealth Guidance
Kentucky
$671K +$219 +5 +0%
IMRF
1745
Illinois Municipal Retirement Fund
Illinois
$671K +$299K +6,825 +67%
SRC
1746
Sage Rhino Capital
California
$670K -$17.4K -397 -2%
P
1747
&Partners
Tennessee
$668K +$48.3K +1,100 +7%
FCB
1748
First Command Bank
Texas
$662K +$2.9K +66 +0.4%
FCFS
1749
First Command Financial Services
Texas
$662K +$2.9K +66 +0.4%
FDS
1750
First Dallas Securities
Texas
$661K -$6.45K -147 -0.9%