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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
301
Anchor Investment Management
South Carolina
$921 – – –
FCB
302
First Command Bank
Texas
$921 – – –
FCFS
303
First Command Financial Services
Texas
$921 – – –
GWM
304
Geneos Wealth Management
Colorado
$921 – – –
TCPG
305
Trivant Custom Portfolio Group
California
$921 +$929 +50 New
FHA
306
First Horizon Advisors
Tennessee
$883 +$892 +48 New
AAS
307
Ameritas Advisory Services
Nebraska
$809 +$873 +47 New
GRP
308
Global Retirement Partners
California
$790 +$817 +44 New
RA
309
Rise Advisors
New York
$782 -$576 -31 -42%
JWA
310
JFS Wealth Advisors
Pennsylvania
$755 -$1.54K -83 -67%
SIC
311
SJS Investment Consulting
Ohio
$755 -$204 -11 -21%
HWA
312
HHM Wealth Advisors
Tennessee
$737 – – –
HRC
313
Hoertkorn Richard Charles
$700 – – –
RFG
314
RFP Financial Group
Georgia
$663 – – –
GWS
315
Glassman Wealth Services
Virginia
$515 -$149 -8 -22%
LWP
316
Lumature Wealth Partners
Georgia
$368 – – –
TWA
317
TCI Wealth Advisors
Arizona
$332 +$167 +9 +100%
FSWA
318
Financial Synergies Wealth Advisors
Texas
$313 – – –
PAI
319
Pittenger & Anderson Inc
Nebraska
$313 – – –
CSPIA
320
Cary Street Partners Investment Advisory
Virginia
$295 +$297 +16 New
TIM
321
Tortoise Investment Management
New York
$276 – – –
GI
322
Gradient Investments
Minnesota
$247 – – –
CA
323
Crewe Advisors
Utah
$185 – – –
VCM
324
Versant Capital Management
Arizona
$184 – – –
JWM
325
Janiczek Wealth Management
Colorado
$178 – – –