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Name Holding Trade Value Shares
Change
Change in
Stake
EIP
1251
Ellis Investment Partners
Pennsylvania
$18K – – –
FCB
1252
First Command Bank
Texas
$18K – – –
FCFS
1253
First Command Financial Services
Texas
$18K – – –
HFA
1254
HC Financial Advisors
California
$18K – – –
PFA
1255
Professional Financial Advisors
Nebraska
$18K – – –
FMP
1256
Financial Management Professionals
Texas
$18K +$529 +9 +3%
MSFP
1257
Mark Sheptoff Financial Planning
Connecticut
$18K +$17.6K +300 +15,000%
VCM
1258
Versant Capital Management
Arizona
$17K -$33.7K -574 -67%
WAS
1259
Winch Advisory Services
Wisconsin
$17K – – –
EFSCE
1260
Enterprise Financial Services Corp (EFSC)
Missouri
$16K -$34.4K -586 -68%
PCM
1261
Penserra Capital Management
California
$16K +$16.2K +275 New
OC
1262
Oakworth Capital
Alabama
$15K – – –
SN
1263
Sittner & Nelson
Oregon
$15K – – –
VC
1264
Veracity Capital
Georgia
$14K -$2.7K -46 -17%
TCWA
1265
Ten Capital Wealth Advisors
Washington
$14K – – –
TF
1266
TimeScale Financial
Massachusetts
$14K – – –
LWCFA
1267
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K +$12.7K +216 New
BWM
1268
BerganKDV Wealth Management
Minnesota
$12K -$6.7K -114 -37%
LWP
1269
Lumature Wealth Partners
Georgia
$12K – – –
RG
1270
Retirement Group
California
$12K – – –
TWM
1271
Tradition Wealth Management
Minnesota
$12K – – –
MCM
1272
MV Capital Management
Maryland
$12K +$9.87K +168 +622%
KFP
1273
KB Financial Partners
New Jersey
$11K – – –
RIM
1274
Rockbridge Investment Management
New York
$11K +$7.46K +127 +215%
CHA
1275
Carmichael Hill & Associates
Maryland
$10K -$5.88K -100 -36%