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Name Holding Trade Value Shares
Change
Change in
Stake
PAS
1626
Partnervest Advisory Services
California
$384K -$35.1K -634 -8%
AEPG
1627
American Economic Planning Group
New Jersey
$383K -$214K -3,862 -35%
RMSCM
1628
R.M. Sincerbeaux Capital Management
New York
$382K
PMFA
1629
Plante Moran Financial Advisors
Michigan
$382K +$9.92K +179 +3%
BHTS
1630
Bar Harbor Trust Services
Maine
$381K -$9.04K -163 -2%
TCOO
1631
Trust Company of Oklahoma
Oklahoma
$381K +$393K +7,095 New
CHJWM
1632
Carlton Hofferkamp & Jenks Wealth Management
Texas
$380K +$10.5K +189 +3%
BAM
1633
Belpointe Asset Management
Nevada
$379K -$71.6K -1,292 -15%
KLI
1634
Kelman-Lazarov Inc
Tennessee
$378K -$4.99K -90 -1%
MFBTD
1635
MB Financial Bank - Trust Department
Illinois
$377K +$26.1K +471 +7%
SIAS
1636
Shine Investment Advisory Services
Colorado
$376K +$13.3K +239 +4%
LCM
1637
Liberty Capital Management
Michigan
$375K
TA
1638
Tiedemann Advisors
New York
$373K -$728K -13,131 -66%
CWM
1639
Cornerstone Wealth Management
Missouri
$372K -$125K -2,260 -25%
HC
1640
Henshaw Capital
Massachusetts
$371K
PWMAG
1641
Pinnacle Wealth Management Advisory Group
New Jersey
$371K -$18.3K -330 -5%
HFS
1642
Haverford Financial Services
Pennsylvania
$371K -$10.6K -191 -3%
WG
1643
Welch Group
Alabama
$371K +$30.3K +546 +9%
CTA
1644
Colonial Trust Advisors
South Carolina
$371K +$383K +6,901 New
AP
1645
Atwood & Palmer
Missouri
$370K
MFG
1646
Monte Financial Group
Connecticut
$368K +$380K +6,851 New
MWM
1647
Merriman Wealth Management
Washington
$367K +$128K +2,306 +51%
BRA
1648
Bender Robert & Associates
California
$366K -$5.82K -105 -2%
FCB
1649
First Command Bank
Texas
$366K +$19.3K +349 +5%
FCFS
1650
First Command Financial Services
Texas
$366K +$19.3K +349 +5%