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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1001
Altavista Wealth Management
North Carolina
$253K
SWP
1002
Summit Wealth Partners
Florida
$252K +$257K +1,668 New
HWA
1003
HCR Wealth Advisors
California
$251K +$256K +1,662 New
LFA
1004
Legacy Financial Advisors
Kentucky
$250K +$1.08K +7 +0.4%
LBD
1005
Landsberg Bennett & Dubbaneh
Florida
$250K +$31K +201 +14%
RWMH
1006
Riverpoint Wealth Management Holdings
Illinois
$249K +$254K +1,649 New
FCB
1007
First Command Bank
Texas
$248K -$45.2K -293 -15%
FCFS
1008
First Command Financial Services
Texas
$248K -$45.2K -293 -15%
RMAM
1009
Raab & Moskowitz Asset Management
New Jersey
$248K -$27K -175 -10%
NL
1010
NWAM LLC
Washington
$247K -$22K -143 -8%
GC
1011
Garde Capital
Washington
$247K -$15.4K -100 -6%
BJL
1012
Brighton Jones LLC
Washington
$247K +$10.6K +69 +4%
TIA
1013
Tiemann Investment Advisors
California
$246K -$1.54K -10 -0.6%
HB
1014
Horizon Bancorp
Indiana
$246K +$251K +1,627 New
WDA
1015
Wendell David Associates
New Hampshire
$245K -$9.71K -63 -4%
CG
1016
Corundum Group
Colorado
$245K +$250K +1,622 New
FAIM
1017
Financial Advocates Investment Management
Washington
$243K -$134K -868 -35%
HDIM
1018
Hanson & Doremus Investment Management
Vermont
$243K
FSA
1019
Franklin Street Advisors
North Carolina
$242K
HCM
1020
Highlander Capital Management
New Jersey
$242K
HWA
1021
HHM Wealth Advisors
Tennessee
$242K +$247K +1,602 New
FNBOO
1022
First National Bank of Omaha
Nebraska
$239K -$3.9M -25,291 -94%
CIA
1023
CCM Investment Advisers
South Carolina
$238K -$67.4K -437 -22%
SVWAG
1024
Sound View Wealth Advisors Group
Georgia
$238K -$4.62K -30 -2%
ABC
1025
Associated Banc-Corp
Wisconsin
$237K -$18.6K -121 -7%