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Name Holding Trade Value Shares
Change
Change in
Stake
BTI
651
Blue Trust Inc
Georgia
$95.5K -$6.34K -89 -7%
SWM
652
Spire Wealth Management
Virginia
$94.7K +$24K +337 +37%
FCAS
653
First Command Advisory Services
Texas
$93.1K +$12.3K +173 +16%
RL
654
Rogco LP
Oklahoma
$85.1K
BHWM
655
Beaird Harris Wealth Management
Texas
$77.8K +$356 +5 +0.5%
FFC
656
First Financial Corp
Indiana
$76K
HPC
657
HM Payson & Co
Maine
$76K
IAS
658
IMA Advisory Services
Colorado
$76K
MA
659
Montag & Associates
Georgia
$76K
TFIPS
660
Towarzystwo Funduszy Inwestycyjnych PZU SA
$76K
CSPIA
661
Cary Street Partners Investment Advisory
Virginia
$74.4K +$10.5K +147 +18%
MSWM
662
Mowery & Schoenfeld Wealth Management
Illinois
$74.2K
CSC
663
Caldwell Sutter Capital
California
$72.7K
HFS
664
Hantz Financial Services
Michigan
$72K +$6.7K +94 +11%
TC
665
Truvestments Capital
Florida
$71.9K +$3.85K +54 +6%
MCM
666
MAI Capital Management
Ohio
$70.5K +$9.05K +127 +16%
ARMT
667
Amica Retiree Medical Trust
Rhode Island
$70K -$7.34K -103 -10%
PFBT
668
Parkside Financial Bank & Trust
Missouri
$69.3K -$2.64K -37 -4%
CFO
669
CVA Family Office
Colorado
$66.5K +$4.42K +62 +8%
HFS
670
Hughes Financial Services
Virginia
$64.5K
BL
671
BFSG LLC
California
$62.1K +$10.8K +152 +23%
CSB
672
City State Bank
Iowa
$61.4K
RIL
673
Rothschild Investment LLC
Illinois
$61.1K +$4.06K +57 +8%
TFA
674
Toth Financial Advisory
Virginia
$60.8K -$14.3K -200 -20%
SA
675
SRH Advisors
Kansas
$60.6K