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Name Holding Trade Value Shares
Change
Change in
Stake
FCB
1676
First Command Bank
Texas
$358K -$81K -1,435 -19%
FCFS
1677
First Command Financial Services
Texas
$358K -$81K -1,435 -19%
BHTS
1678
Bar Harbor Trust Services
Maine
$358K -$21.9K -388 -6%
QPWM
1679
Quadrant Private Wealth Management
Pennsylvania
$356K -$19.9K -352 -5%
BWP
1680
BSW Wealth Partners
Colorado
$356K +$32.3K +573 +10%
GRP
1681
Global Retirement Partners
California
$355K -$17.9K -318 -5%
LCM
1682
Laurion Capital Management
New York
$352K -$1.56M -27,629 -82%
MC
1683
Montag & Caldwell
Georgia
$352K +$343K +6,078 New
LFA
1684
Landmark Financial Advisors
Kentucky
$351K – – –
UFG
1685
United Fire Group
Iowa
$350K – – –
FRM
1686
Fox Run Management
Connecticut
$349K +$340K +6,031 New
SFSG
1687
Stearns Financial Services Group
North Carolina
$348K -$8.63K -153 -2%
LA
1688
Legacy Advisors
Pennsylvania
$347K +$27.2K +483 +9%
RAM
1689
Redmond Asset Management
Virginia
$347K +$53.2K +943 +19%
FWM
1690
Focused Wealth Management
New York
$346K -$72.4K -1,283 -18%
CCM
1691
Carderock Capital Management
Maryland
$346K -$20.6K -366 -6%
SCM
1692
SOL Capital Management
Maryland
$346K +$13.6K +241 +4%
HFA
1693
High Falls Advisors
New York
$346K +$337K +5,974 New
RA
1694
RFG Advisory
Alabama
$345K -$502K -8,901 -60%
FAM
1695
Fred Alger Management
New York
$345K – – –
NCM
1696
Neumann Capital Management
California
$344K – – –
EWA
1697
EP Wealth Advisors
California
$342K -$24.8K -440 -7%
AW
1698
Alpha Windward
Massachusetts
$342K -$4.29K -76 -1%
GBBWRPM
1699
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$341K -$5.87K -104 -2%
VWA
1700
V Wealth Advisors
Kansas
$341K +$8.74K +155 +3%