Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
1451
First Personal Financial Services
North Carolina
$597K +$13.5K +95 +2%
MPCG
1452
Matrix Private Capital Group
New York
$597K +$27.1K +191 +5%
TGAM
1453
TBH Global Asset Management
Tennessee
$596K +$29.5K +208 +5%
NWA
1454
New World Advisors
Massachusetts
$593K – – –
TF
1455
Tompkins Financial
New York
$593K +$852 +6 +0.1%
SP
1456
Successful Portfolios
Florida
$593K +$1.7K +12 +0.3%
RWA
1457
River Wealth Advisors
Pennsylvania
$592K +$42.3K +298 +8%
HCM
1458
Hodges Capital Management
Texas
$591K -$136K -957 -19%
TFO
1459
Tarbox Family Office
California
$591K – – –
TSS
1460
Two Sigma Securities
New York
$591K +$574K +4,042 New
DI
1461
Diligent Investors
California
$590K -$4.83K -34 -0.8%
BSB
1462
Bangor Savings Bank
Maine
$589K -$9.09K -64 -2%
ZAM
1463
Zevin Asset Management
Massachusetts
$589K – – –
EFSCE
1464
Enterprise Financial Services Corp (EFSC)
Missouri
$588K -$2.56K -18 -0.4%
LSAG
1465
Lake Street Advisors Group
New Hampshire
$588K +$4.26K +30 +0.8%
AWA
1466
Aaron Wealth Advisors
Illinois
$588K +$571K +4,026 New
RVM
1467
Robinson Value Management
Texas
$586K +$569K +4,007 New
GLLW
1468
Graves Light Lenhart Wealth
Virginia
$583K +$142 +1 +0%
PFG
1469
PAX Financial Group
Texas
$583K +$12.9K +91 +2%
SA
1470
Sicart Associates
New York
$582K -$127K -897 -18%
AWA
1471
ARS Wealth Advisors
Florida
$582K -$12.8K -90 -2%
CT
1472
Columbia Trust
Oregon
$582K +$567K +3,992 New
FCB
1473
First Command Bank
Texas
$581K -$2.7K -19 -0.5%
FCFS
1474
First Command Financial Services
Texas
$581K -$2.7K -19 -0.5%
GL
1475
Graypoint LLC
New York
$579K +$20.9K +147 +4%