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Name Holding Trade Value Shares
Change 		Change in
Stake
FCFS
1076
First Command Financial Services
Texas
$214K – – –
OCM
1077
One Capital Management
California
$214K +$186K +5,460 New
BO
1078
BRR OpCo
Ohio
$212K -$170K -5,000 -48%
GWS
1079
Glassman Wealth Services
Virginia
$212K +$1.02K +30 +0.6%
BFA
1080
Bragg Financial Advisors
North Carolina
$212K +$185K +5,420 New
DT
1081
Diversified Trust
Tennessee
$212K +$185K +5,420 New
WRM
1082
Weybosset Research & Management
Rhode Island
$211K +$183K +5,380 New
PAS
1083
Partnervest Advisory Services
California
$210K +$183K +5,360 New
CCA
1084
Clearwater Capital Advisors
Illinois
$209K – – –
TPW
1085
Tiller Private Wealth
Pennsylvania
$209K +$182K +5,340 New
CIA
1086
Choate Investment Advisors
Massachusetts
$209K +$182K +5,350 New
BIM
1087
Bridges Investment Management
Nebraska
$208K +$181K +5,320 New
RIA
1088
Regal Investment Advisors
Michigan
$208K +$181K +5,320 New
EHC
1089
Everett Harris & Co
California
$207K +$180K +5,280 New
SHGA
1090
Sand Hill Global Advisors
California
$206K +$179K +5,250 New
PAG
1091
Pinnacle Advisory Group
Maryland
$205K -$80.1K -2,350 -31%
GBBWRPM
1092
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$205K +$8.18K +240 +5%
HCMNY
1093
Howard Capital Management (New York)
New York
$205K +$178K +5,230 New
AIM
1094
Anchor Investment Management
South Carolina
$205K +$91.4K +2,680 +105%
QPWM
1095
Quadrant Private Wealth Management
Pennsylvania
$204K +$177K +5,200 New
GI
1096
Gradient Investments
Minnesota
$203K -$1.02K -30 -0.6%
OIA
1097
OneDigital Investment Advisors
Kansas
$203K +$104K +3,050 +143%
AI
1098
Accredited Investors
Minnesota
$203K +$177K +5,180 New
CHP
1099
Cable Hill Partners
Oregon
$202K -$4.09K -120 -2%
SIS
1100
Sound Income Strategies
Florida
$202K +$66.8K +1,960 +61%
42 43
44
45 46