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Name Holding Trade Value Shares
Change 		Change in
Stake
P
1776
&Partners
Tennessee
$872K -$12.6K -228 -1%
FCB
1777
First Command Bank
Texas
$865K -$24K -434 -3%
FCFS
1778
First Command Financial Services
Texas
$865K -$24K -434 -3%
MWM
1779
Meridian Wealth Management
Kentucky
$864K -$289K -5,228 -25%
CWM
1780
Circle Wealth Management
New Jersey
$864K -$55.1K -997 -6%
SMC
1781
Smith, Moore & Co
Missouri
$862K +$166 +3 +0%
CA
1782
Cortland Associates
Missouri
$859K – – –
CCB
1783
Cutter & Co Brokerage
Missouri
$853K +$19.9K +361 +2%
ZB
1784
Zions Bancorporation
Utah
$850K -$28.7K -519 -3%
PCM
1785
Pointe Capital Management
Michigan
$848K +$23.5K +425 +3%
ITIM
1786
Indiana Trust & Investment Management
Indiana
$844K -$1.27K -23 -0.1%
CPO
1787
Cerity Partners OCIO
New York
$844K +$51.7K +936 +6%
EHC
1788
Everett Harris & Co
California
$843K +$38K +688 +5%
PCG
1789
Private Capital Group
Connecticut
$839K -$508K -9,204 -32%
MC
1790
Miles Capital
Iowa
$836K +$40.7K +737 +5%
ACM
1791
AlphaStar Capital Management
North Carolina
$835K +$6.79K +123 +0.8%
WA1
1792
Wimmer Associates 1
California
$830K -$18.4K -334 -2%
BCP
1793
Berkeley Capital Partners
Georgia
$829K -$118K -2,131 -12%
RAG
1794
Roof Advisory Group
Pennsylvania
$828K -$51.4K -930 -6%
SP
1795
SWS Partners
Ohio
$828K +$792K +14,346 New
CWM
1796
Cordatus Wealth Management
Pennsylvania
$827K +$18.7K +338 +2%
GCAC
1797
Guardian Capital Advisors (Canada)
Ontario, Canada
$826K -$27.6K -500 -3%
CF
1798
Copperwynd Financial
Arizona
$825K -$18.8K -341 -2%
NJBEST
1799
New Jersey Better Educational Savings Trust
New Jersey
$821K – – –
RC
1800
RBF Capital
California
$821K – – –
70 71
72
73 74