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Name Holding Trade Value Shares
Change
Change in
Stake
SIG
1901
Sargent Investment Group
Maryland
$1.25M +$153K +1,496 +15%
ADIM
1902
Alpha DNA Investment Management
Maryland
$1.25M -$386K -3,777 -25%
FCB
1903
First Command Bank
Texas
$1.24M -$40.4K -395 -3%
FCFS
1904
First Command Financial Services
Texas
$1.24M -$40.4K -395 -3%
ASFA
1905
All Season Financial Advisors
Colorado
$1.24M -$657K -6,424 -36%
APW
1906
Aurora Private Wealth
New Jersey
$1.24M -$183K -1,791 -14%
SCM
1907
Seascape Capital Management
New Hampshire
$1.24M -$50.7K -496 -4%
GPA
1908
Guerra Pan Advisors
New Jersey
$1.24M +$7.16K +70 +0.6%
RWPA
1909
Richard W. Paul & Associates
Michigan
$1.24M +$1.14M +11,163 New
CD
1910
Chapin Davis
Maryland
$1.24M +$1.14M +11,152 New
MSFP
1911
Mark Sheptoff Financial Planning
Connecticut
$1.24M +$8.59K +84 +0.8%
WB
1912
West Bancorporation
Iowa
$1.24M -$50.8K -497 -4%
JWA
1913
JFS Wealth Advisors
Pennsylvania
$1.24M +$21.2K +207 +2%
OA
1914
Oxbow Advisors
Texas
$1.24M +$145K +1,419 +15%
IAS
1915
Insigneo Advisory Services
Florida
$1.23M +$1.13M +11,058 New
ICG
1916
InterOcean Capital Group
Tennessee
$1.23M -$139K -1,363 -11%
RWP
1917
Ridgecrest Wealth Partners
California
$1.23M -$5.11K -50 -0.4%
VIM
1918
Vista Investment Management
Pennsylvania
$1.23M -$40.3K -394 -3%
SCM
1919
Shelton Capital Management
Colorado
$1.22M -$18.5M -180,815 -94%
GC
1920
Gratus Capital
Georgia
$1.22M -$44.6K -436 -4%
TPWM
1921
Twelve Points Wealth Management
Massachusetts
$1.22M +$30.3K +296 +3%
MLA
1922
My Legacy Advisors
Oregon
$1.21M +$76.5K +748 +7%
MW
1923
MBL Wealth
North Carolina
$1.21M +$36.7K +359 +3%
MCCA
1924
Mill Creek Capital Advisors
Pennsylvania
$1.21M +$1.11M +10,879 New
GCC
1925
Game Creek Capital
Massachusetts
$1.21M -$102K -1,000 -8%