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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
2451
Revisor Wealth Management
Ohio
$661K +$226K +409 +54%
CCWM
2452
Cassaday & Co Wealth Management
Virginia
$661K +$55.9K +101 +9%
PAW
2453
Plan A Wealth
Nebraska
$661K +$317K +574 +95%
GL
2454
Gerber LLC
Ohio
$660K
FCAS
2455
First Command Advisory Services
Texas
$660K +$25.4K +46 +4%
KMWM
2456
Keudell/Morrison Wealth Management
Oregon
$660K -$553 -1 -0.1%
GWAG
2457
Garrett Wealth Advisory Group
Texas
$658K +$191K +346 +42%
FFC
2458
Frederick Financial Consultants
Maryland
$658K -$4.98K -9 -0.8%
TCM
2459
Tuttle Capital Management
Connecticut
$657K +$83K +150 +15%
BAM
2460
Berkshire Asset Management
Pennsylvania
$657K -$2.77K -5 -0.4%
CPW
2461
Crestmont Private Wealth
Texas
$657K +$27.7K +50 +4%
ST
2462
Somerset Trust
Pennsylvania
$655K +$8.29K +15 +1%
MCM
2463
Mainstream Capital Management
California
$655K
BWP
2464
Barlow Wealth Partners
Kentucky
$654K +$1.11K +2 +0.2%
PPA
2465
Painted Porch Advisors
California
$654K -$24.9K -45 -4%
SIC
2466
Sterling Investment Counsel
New York
$654K -$362K -654 -36%
CIS
2467
Continental Investors Services
Washington
$652K +$2.77K +5 +0.4%
SC
2468
Skylands Capital
Wisconsin
$652K -$2.77K -5 -0.4%
WHG
2469
Westwood Holdings Group
Texas
$652K +$28.2K +51 +5%
BDL
2470
Banque de Luxembourg
Luxembourg
$650K
TA
2471
Townsend & Associates
Colorado
$650K
PAG
2472
Private Advisory Group
Washington
$649K -$6.86M -12,397 -91%
CIA
2473
Citadel Investment Advisory
Ohio
$649K
CD
2474
Chapin Davis
Maryland
$648K -$1.11K -2 -0.2%
FP
2475
Financial Perspectives
Minnesota
$645K +$6.08K +11 +1%