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Name Holding Trade Value Shares
Change
Change in
Stake
RB
1951
Renasant Bank
Mississippi
$883K -$179K -445 -18%
RSWA
1952
Robinson Smith Wealth Advisors
Maine
$883K +$832K +2,070 New
FHC
1953
First Heartland Consultants
Missouri
$882K -$463K -1,153 -36%
CWM
1954
Connecticut Wealth Management
Connecticut
$881K +$179K +446 +28%
CWM
1955
Cahill Wealth Management
Michigan
$879K
RIM
1956
Rakuten Investment Management
Japan
$877K +$826K +2,057 New
WW
1957
Waterfront Wealth
Kansas
$876K
OFS
1958
Orrstown Financial Services
Pennsylvania
$876K +$825K +2,053 New
AFT
1959
Alpha Family Trust
California
$874K
SOS
1960
Silver Oak Securities
Tennessee
$874K +$427K +1,062 +108%
TSWM
1961
Tyler-Stone Wealth Management
Ohio
$870K
KA
1962
KLCM Advisors
Wisconsin
$870K -$164K -409 -17%
JCM
1963
Jacobsen Capital Management
Utah
$868K +$26.1K +65 +3%
MCM
1964
Monument Capital Management
Virginia
$868K +$12.5K +31 +2%
BBNB
1965
Baker Boyer National Bank
Washington
$867K
ARG
1966
Advisory Resource Group
Oklahoma
$860K +$7.63K +19 +1%
LIM
1967
Letson Investment Management
Georgia
$860K +$810K +2,016 New
AM
1968
Atwater Malick
Pennsylvania
$857K
MFG
1969
MidWestOne Financial Group
Iowa
$857K
GCM
1970
Graham Capital Management
Connecticut
$853K -$29.4M -73,090 -97%
VST
1971
Van Strum & Towne
California
$853K
AWM
1972
Aprio Wealth Management
Georgia
$853K -$7.23K -18 -0.9%
DFG
1973
Demars Financial Group
Washington
$852K -$73.9K -184 -8%
SPWG
1974
Syntegra Private Wealth Group
Missouri
$851K +$9.64K +24 +1%
MPPW
1975
Mitchell & Pahl Private Wealth
Oklahoma
$851K -$24.9K -62 -3%