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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1326
Column Capital Advisors
Indiana
$14K – – –
WB
1327
West Bancorporation
Iowa
$14K – – –
RWM
1328
Raffa Wealth Management
District of Columbia
$13.2K – – –
SWA
1329
SOA Wealth Advisors
New York
$13K -$280 -2 -2%
AIP
1330
Almanack Investment Partners
Pennsylvania
$13K +$13.2K +94 New
FCB
1331
First Command Bank
Texas
$13K +$13.7K +98 New
FCFS
1332
First Command Financial Services
Texas
$13K +$13.7K +98 New
PP
1333
Paloma Partners
Connecticut
$13K +$14K +100 New
CWC
1334
Carolinas Wealth Consulting
North Carolina
$12K -$35.7K -255 -2%
JFA
1335
JNBA Financial Advisors
Minnesota
$12K – – –
SFCL
1336
Strengthening Families & Communities LLC
Massachusetts
$12K +$4.06K +29 +45%
NFSG
1337
Newbridge Financial Services Group
Florida
$12K +$6.16K +44 +100%
HWM
1338
HighMark Wealth Management
Minnesota
$11K -$560 -4 -5%
AWM
1339
Atticus Wealth Management
Florida
$11K – – –
LWP
1340
Lumature Wealth Partners
Georgia
$11K – – –
CHA
1341
Carmichael Hill & Associates
Maryland
$10K – – –
TIM
1342
Tortoise Investment Management
New York
$9K -$5.88K -42 -38%
DWA
1343
Delos Wealth Advisors
Texas
$9K – – –
BA
1344
Bellwether Advisors
Nebraska
$9K +$9.79K +70 New
MIM
1345
Macroview Investment Management
Maryland
$9K +$9.79K +70 New
CP
1346
Castleview Partners
Texas
$8K – – –
VCM
1347
Versant Capital Management
Arizona
$8K +$420 +3 +5%
AIC
1348
Archer Investment Corporation
Indiana
$7.6K – – –
CWM
1349
CarsonAllaria Wealth Management
Illinois
$7K – – –
HS
1350
Horan Securities
United States
$7K – – –