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Name Holding Trade Value Shares
Change
Change in
Stake
FCB
1826
First Command Bank
Texas
$713K +$177K +3,400 +33%
FCFS
1827
First Command Financial Services
Texas
$713K +$177K +3,400 +33%
LSPW
1828
Lake Street Private Wealth
Illinois
$711K -$1.38M -26,547 -66%
IP
1829
Intellectus Partners
California
$711K -$186K -3,570 -21%
CIM
1830
Cambria Investment Management
California
$711K +$18.3K +352 +3%
OCM
1831
Orser Capital Management
Texas
$710K -$259K -4,988 -27%
SFI
1832
SPC Financial Inc
Maryland
$709K +$10.4K +200 +1%
BG
1833
Berry Group
Massachusetts
$708K +$77.9K +1,499 +12%
PFT
1834
Providence First Trust
Arizona
$704K +$706K +13,589 New
BI
1835
Ballast Inc
Kentucky
$700K +$2.55K +49 +0.4%
SFSIG
1836
San Francisco Sentry Investment Group
California
$699K +$8.84K +170 +1%
SAM
1837
Seelaus Asset Management
New Jersey
$697K +$700K +13,460 New
CRWM
1838
Castle Rock Wealth Management
California
$693K +$168K +3,235 +33%
SCA
1839
Sippican Capital Advisors
Massachusetts
$692K +$4.05K +78 +0.6%
SL
1840
Stevard LLC
Illinois
$690K -$244K -4,697 -26%
BL
1841
Balentine LLC
Georgia
$689K +$314K +6,043 +83%
9WM
1842
9258 Wealth Management
Ohio
$688K -$70.8K -1,361 -8%
SAM
1843
SignalPoint Asset Management
Missouri
$687K -$20.4K -393 -3%
GAG
1844
GM Advisory Group
New York
$684K +$104K +2,004 +18%
APW
1845
Aurora Private Wealth
New Jersey
$680K -$15.2K -293 -2%
BFA
1846
Beacon Financial Advisory
Ohio
$679K -$356K -6,850 -34%
LCS
1847
Levin Capital Strategies
New York
$679K +$319K +6,135 +88%
AIM
1848
Allen Investment Management
New York
$677K +$60.3K +1,160 +10%
CAW
1849
Cornerstone Advisors (Washington)
Washington
$673K -$286K -5,509 -30%
PCAP
1850
Pratt Collard Advisory Partners
New York
$673K -$251K -4,819 -27%