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Name Holding Trade Value Shares
Change
Change in
Stake
AAIM
1801
Asset Advisors Investment Management
Georgia
$565K
CAW
1802
Cornerstone Advisors (Washington)
Washington
$564K -$28.2K -569 -5%
BCA
1803
Bay Colony Advisors
Massachusetts
$563K -$271K -5,475 -32%
FCB
1804
First Command Bank
Texas
$563K -$20.6K -415 -3%
FCFS
1805
First Command Financial Services
Texas
$563K -$20.6K -415 -3%
CWM
1806
Circle Wealth Management
New Jersey
$560K +$157K +3,166 +37%
CRC
1807
Curi RMB Capital
Illinois
$558K +$30.7K +620 +6%
MPW
1808
MA Private Wealth
California
$557K +$645 +13 +0.1%
FNBSF
1809
First National Bank Sioux Falls
South Dakota
$556K
GCA
1810
Gradient Capital Advisors
California
$555K +$38.2K +771 +7%
RGNCM
1811
R.G. Niederhoffer Capital Management
New York
$555K +$575K +11,600 New
BIA
1812
BHK Investment Advisors
Alabama
$550K -$141K -2,843 -20%
HFA
1813
Huber Financial Advisors
Illinois
$550K -$13.5K -272 -2%
FDCC
1814
Foster Dykema Cabot & Co
Massachusetts
$549K
SCM
1815
Silvant Capital Management
Georgia
$549K
CFD
1816
Creative Financial Designs
Indiana
$548K +$364K +7,339 +178%
CFS
1817
CRA Financial Services
New Jersey
$546K -$40.2K -811 -7%
CRWM
1818
Castle Rock Wealth Management
California
$546K -$10.3K -208 -2%
MIP
1819
Marietta Investment Partners
Wisconsin
$546K -$3.07K -62 -0.5%
CCM
1820
Cribstone Capital Management
Maine
$545K -$13.4K -270 -2%
9WM
1821
9258 Wealth Management
Ohio
$545K +$36.2K +730 +7%
DWM
1822
Dakota Wealth Management
Florida
$544K -$44.4K -896 -7%
HL
1823
HeadInvest LLC
Maine
$542K +$28.3K +570 +5%
JIP
1824
Jaffetilchin Investment Partners
Florida
$541K -$318K -6,421 -36%
CWM
1825
Centric Wealth Management
Illinois
$541K +$22.6K +456 +4%