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Name Holding Trade Value Shares
Change
Change in
Stake
FCB
701
First Command Bank
Texas
$27K
FCFS
702
First Command Financial Services
Texas
$27K
RFA
703
Reilly Financial Advisors
California
$27K +$1.77K +36 +7%
BL
704
Balentine LLC
Georgia
$26K
TIM
705
Tortoise Investment Management
New York
$26K
DBT
706
Dubuque Bank & Trust
Iowa
$26K +$17.8K +362 +195%
CC
707
Claybrook Capital
Massachusetts
$26K +$27.2K +553 New
WDL
708
Well Done LLC
Michigan
$26K +$27.2K +553 New
SFSIG
709
San Francisco Sentry Investment Group
California
$25K -$208K -4,231 -89%
PCM
710
Princeton Capital Management
New Jersey
$25K
WTB
711
Washington Trust Bank
Washington
$24K -$246 -5 -1%
CWM
712
Cranbrook Wealth Management
Michigan
$24K
TF
713
Tompkins Financial
New York
$24K
CWA
714
Clarus Wealth Advisors
Arizona
$24K +$19.7K +401 +436%
DWM
715
Destination Wealth Management
California
$23K
JFGIW
716
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K -$6.75K -137 -23%
PWMG
717
Prestige Wealth Management Group
New Jersey
$22K +$22.8K +463 New
AIA
718
Alera Investment Advisors
Illinois
$22K +$23.1K +470 New
BWA
719
Burt Wealth Advisors
Maryland
$21K
CCMW
720
Cypress Capital Management (Wyoming)
Wyoming
$21K
HWA
721
Heritage Wealth Advisors
Virginia
$20K -$23.6K -480 -53%
AWM
722
Aevitas Wealth Management
Massachusetts
$20K -$8.18K -166 -28%
EWM
723
Endurance Wealth Management
Rhode Island
$20K -$5.66K -115 -21%
JA
724
JOYN Advisors
Georgia
$20K -$2.86K -58 -12%
HCM
725
Highlander Capital Management
New Jersey
$20K