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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
2401
CM Wealth Advisors
Ohio
$645K – – –
First Command Advisory Services
2402
First Command Advisory Services
Texas
$643K -$7.76K -15 -1%
FSC
2403
Full Sail Capital
Oklahoma
$643K -$11.4K -22 -2%
BAM
2404
Berkshire Asset Management
Pennsylvania
$643K -$115K -222 -16%
VAF
2405
Values Added Financial
District of Columbia
$642K +$1.55K +3 +0.2%
RW
2406
Rede Wealth
Virginia
$642K +$7.25K +14 +1%
A
2407
Argentarii
Ohio
$641K +$631K +1,218 New
KFGK
2408
Keystone Financial Group (Kentucky)
Kentucky
$641K +$518 +1 +0.1%
SL
2409
Sentinus LLC
Illinois
$640K -$7.88M -15,225 -93%
CWA
2410
Canvas Wealth Advisors
Kansas
$636K +$49.2K +95 +9%
DPI
2411
Diversified Portfolios Inc
Michigan
$635K +$25.9K +50 +4%
PPA
2412
Painted Porch Advisors
California
$633K +$120K +231 +24%
JHCP
2413
Jackson Hole Capital Partners
Oklahoma
$631K – – –
CWS
2414
Cypress Wealth Services
California
$630K +$9.32K +18 +2%
AWM
2415
Aries Wealth Management
Maine
$630K – – –
TC
2416
Trust Company
Kansas
$629K -$134K -258 -18%
TDB
2417
Thompson David Blair
$629K +$618K +1,194 New
EWA
2418
ERTS Wealth Advisors
Michigan
$628K -$13.5K -26 -2%
RIM
2419
Redwood Investment Management
Arizona
$628K +$227K +439 +58%
WPW
2420
Warther Private Wealth
Ohio
$628K +$6.73K +13 +1%
SAM
2421
Sompo Asset Management
Japan
$627K -$20.7K -40 -3%
CYG
2422
Clean Yield Group
Vermont
$625K – – –
TWM
2423
Tradition Wealth Management
Minnesota
$624K +$6.21K +12 +1%
AP
2424
Appleton Partners
Massachusetts
$623K +$57.5K +111 +10%
ZWJ Investment Counsel
2425
ZWJ Investment Counsel
Georgia
$622K -$1.55K -3 -0.3%