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Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
651
FAS Wealth Partners
Kansas
$244K +$47.9K +5,046 +23%
RC
652
Reik & Co
New York
$243K -$28.5K -3,000 -10%
ECM
653
ExodusPoint Capital Management
New York
$242K -$1.12M -118,268 -82%
FIM
654
Fruth Investment Management
Texas
$239K – – –
FCB
655
First Command Bank
Texas
$237K -$294K -30,898 -54%
FCFS
656
First Command Financial Services
Texas
$237K -$294K -30,898 -54%
LWAC
657
Laurel Wealth Advisors (California)
California
$234K -$239K -25,148 -50%
WP
658
WealthSource Partners
California
$234K +$31.9K +3,354 +15%
HCM
659
Hengehold Capital Management
Ohio
$233K -$1.71M -179,584 -88%
ANTB
660
AMG National Trust Bank
Colorado
$230K – – –
CAM
661
Cacti Asset Management
Georgia
$229K – – –
WPC
662
Waters Parkerson & Co
Louisiana
$229K – – –
CC
663
Courier Capital
New York
$229K +$1.47K +155 +0.6%
SVWAG
664
Sound View Wealth Advisors Group
Georgia
$228K -$49.2K -5,182 -17%
SCM
665
Smith Capital Management
Arkansas
$224K -$24.7K -2,600 -10%
AAM
666
AR Asset Management
California
$223K – – –
CBB
667
Citizens Business Bank
California
$223K – – –
CNBT
668
Canandaigua National Bank & Trust
New York
$222K +$47.5K +5,000 +26%
GRP
669
Global Retirement Partners
California
$221K +$883 +93 +0.4%
SWM
670
Stockman Wealth Management
Montana
$220K +$9 +1 +0%
GI
671
GAMCO Investors
Connecticut
$219K -$351K -37,000 -61%
CBFP
672
Cedar Brook Financial Partners
Ohio
$216K -$49.7K -5,235 -18%
1WA
673
180 Wealth Advisors
Washington
$216K -$17.2K -1,810 -7%
RWA
674
River Wealth Advisors
Pennsylvania
$213K +$5.35K +563 +2%
SP
675
Successful Portfolios
Florida
$213K +$9.52K +1,002 +5%
25 26
27
28 29