Name Holding Trade Value Shares
Change
Change in
Stake
FCB
1526
First Command Bank
Texas
$625K -$14.5K -97 -2%
FCFS
1527
First Command Financial Services
Texas
$625K -$14.5K -97 -2%
CNB
1528
Camden National Bank
Maine
$625K +$107K +718 +23%
CNC
1529
Camden National Corporation
Maine
$625K +$581K +3,879 New
MSFP
1530
Mark Sheptoff Financial Planning
Connecticut
$624K +$18K +120 +3%
OQS
1531
Occudo Quantitative Strategies
Florida
$622K +$578K +3,858 New
FWM
1532
Filbrandt Wealth Management
Wisconsin
$619K -$44.8K -299 -7%
YIH
1533
Y-Intercept (HK)
Hong Kong
$618K +$338K +2,261 +147%
TIAM2
1534
Tru Independence Asset Management 2
Oregon
$616K +$22.9K +153 +4%
LW
1535
Linscomb Wealth
Texas
$614K +$20.8K +139 +4%
DHFB
1536
Dixon Hubard Feinour & Brown
Virginia
$613K -$51.2K -342 -8%
TFF
1537
The Family Firm
Maryland
$611K +$1.2K +8 +0.2%
WTFG
1538
Wells Trecaso Financial Group
Ohio
$611K +$8.98K +60 +2%
CF
1539
Centaurus Financial
California
$609K -$299 -2 -0.1%
SWMG
1540
Strategic Wealth Management Group
Maryland
$607K -$108K -724 -16%
RP
1541
Riverbridge Partners
Minnesota
$605K +$1.65K +11 +0.3%
CRIG
1542
Charter Research & Investment Group
Connecticut
$603K – – –
ATC
1543
Adirondack Trust Company
New York
$603K +$15.3K +102 +3%
GAB
1544
German American Bancorp
Indiana
$603K +$291K +1,941 +108%
SFSG
1545
Sound Financial Strategies Group
Mississippi
$603K +$560K +3,741 New
WDC
1546
Woodward Diversified Capital
California
$600K +$7.78K +52 +1%
AWA
1547
Aaron Wealth Advisors
Illinois
$598K -$46.4K -310 -8%
JWBC
1548
J.W. Burns & Co
New York
$598K -$3.14K -21 -0.6%
SFO
1549
Stokes Family Office
Louisiana
$598K +$143K +957 +35%
TIM
1550
Tortoise Investment Management
New York
$594K -$4.49K -30 -0.8%