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Name Holding Trade Value Shares
Change
Change in
Stake
FCA
826
FinTrust Capital Advisors
South Carolina
$44K – – –
CPFP
827
Clear Perspectives Financial Planning
Ohio
$44K +$5.88K +140 +15%
SWM
828
Sugarloaf Wealth Management
Georgia
$41K -$48.9K -1,164 -54%
CHC
829
City Holding Co
West Virginia
$41K – – –
MHR
830
Matthew Hamilton Rosenberg
$40K +$8.44K +201 +26%
SOW
831
State of Wyoming
Wyoming
$39K -$150K -3,583 -79%
RTC
832
Riverview Trust Company
Washington
$38K – – –
AWM
833
Accel Wealth Management
Iowa
$37K – – –
CBT
834
CoreFirst Bank & Trust
Kansas
$37K – – –
ME
835
McIlrath & Eck
Washington
$37K – – –
FCB
836
First Command Bank
Texas
$36K – – –
FCFS
837
First Command Financial Services
Texas
$36K – – –
DOA
838
D'Orazio & Associates
Virginia
$35K +$35.9K +854 New
MA
839
MCF Advisors
Kentucky
$33K +$1.47K +35 +4%
PFGIA
840
Patriot Financial Group Insurance Agency
Massachusetts
$32K +$3.19K +76 +11%
TWA
841
TCI Wealth Advisors
Arizona
$32K +$6.47K +154 +24%
TCWM
842
Total Clarity Wealth Management
Illinois
$32K +$33.6K +800 New
APA
843
American Portfolios Advisors
New York
$31.2K +$3.4K +81 +12%
SNT
844
Security National Trust
West Virginia
$31K – – –
SIM
845
Sonora Investment Management
Arizona
$29K – – –
CWM
846
Cedar Wealth Management
California
$28K -$144K -3,440 -83%
ZB
847
Zions Bancorporation
Utah
$27K -$41.1K -978 -60%
PCG
848
Private Capital Group
Connecticut
$27K -$26.7K -637 -49%
TFO
849
Tarbox Family Office
California
$26K -$6.97K -166 -21%
GRP
850
Global Retirement Partners
California
$25K -$2.02K -48 -7%