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Name Holding Trade Value Shares
Change
Change in
Stake
SW
426
SVB Wealth
Massachusetts
$240K +$234K +2,282 New
APP
427
Avantax Planning Partners
Iowa
$240K +$234K +2,281 New
SWRP
428
Summit Wealth & Retirement Planning
California
$240K +$233K +2,278 New
SC
429
Savant Capital
Illinois
$239K -$69.6K -680 -23%
FCB
430
First Command Bank
Texas
$238K
FCFS
431
First Command Financial Services
Texas
$238K
BIP
432
Blueprint Investment Partners
North Carolina
$237K
SPWM
433
Spartan Planning & Wealth Management
North Carolina
$237K
CCFM
434
Clear Creek Financial Management
Washington
$235K -$7.88K -77 -3%
LNWWM
435
Laird Norton Wetherby Wealth Management
California
$234K +$227K +2,220 New
TF
436
TIAA FSB
Florida
$231K -$11.2K -109 -5%
SS
437
Simplicity Solutions
Minnesota
$229K +$222K +2,173 New
LFG
438
Larson Financial Group
Missouri
$226K +$164K +1,599 +291%
HWM
439
HB Wealth Management
Georgia
$225K +$219K +2,139 New
TCOV
440
Trust Company of Vermont
Vermont
$224K
Fuller & Thaler Asset Management
441
Fuller & Thaler Asset Management
California
$221K -$44.4K -434 -17%
CC
442
Cipher Capital
New York
$220K +$215K +2,096 New
CCB
443
Cutter & Co Brokerage
Missouri
$220K -$21.6K -211 -9%
EWM
444
Evermay Wealth Management
Virginia
$217K
VAS
445
Vestmark Advisory Solutions
Massachusetts
$217K +$211K +2,058 New
RWI
446
Red Wave Investments
Pennsylvania
$216K +$211K +2,058 New
TW
447
TrinityPoint Wealth
Connecticut
$215K +$209K +2,043 New
AWG
448
Altus Wealth Group
Colorado
$214K +$209K +2,038 New
EGM
449
Engineers Gate Manager
New York
$210K +$204K +1,994 New
UPC
450
Utah Peaks Capital
Utah
$210K +$204K +1,994 New