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Name Holding Trade Value Shares
Change 		Change in
Stake
FCB
1301
First Command Bank
Texas
$177K -$6.65K -300 -3%
FCFS
1302
First Command Financial Services
Texas
$177K -$6.65K -300 -3%
IAMOG
1303
Investors Asset Management of Georgia
Georgia
$177K -$2K -90 -0.9%
PFBT
1304
Parkside Financial Bank & Trust
Missouri
$176K +$55.2K +2,490 +33%
WTC
1305
WhitTier Trust Company
Nevada
$173K +$27.9K +1,260 +15%
CA
1306
Clearstead Advisors
Ohio
$171K +$23.9K +1,080 +12%
BWP
1307
Baldwin Wealth Partners
Massachusetts
$171K +$44.3K +2,000 +26%
BW
1308
Bison Wealth
Georgia
$171K +$113K +5,100 +109%
SIM
1309
Studio Investment Management
Illinois
$171K +$216K +9,760 New
BTI
1310
Blue Trust Inc
Georgia
$168K +$99.3K +4,480 New
SWA
1311
Sutton Wealth Advisors
Florida
$163K -$3.33K -150 -2%
HPC
1312
HM Payson & Co
Maine
$161K -$6.65K -300 -3%
S
1313
Schroders
United Kingdom
$157K -$115K -5,170 -36%
AWM
1314
Atticus Wealth Management
Florida
$157K -$22.6K -1,020 -10%
GTAM
1315
Global Trust Asset Management
Florida
$154K -$198K -8,950 -50%
PWMG
1316
Prestige Wealth Management Group
New Jersey
$153K -$337K -15,180 -63%
TCOV
1317
Trust Company of Vermont
Vermont
$148K -$91.6K -4,130 -33%
WIM
1318
Westside Investment Management
California
$145K +$141K +6,380 +112%
SWM
1319
Scissortail Wealth Management
Oklahoma
$143K +$52.5K +2,370 New
PVH
1320
Psagot Value Holdings
Israel
$140K -$857K -38,650 -83%
PPWM
1321
PFG Private Wealth Management
Florida
$140K +$124K +5,610 +235%
TFGT
1322
TS Financial Group (TSFG)
Illinois
$135K -$29.7K -1,340 -15%
FWM
1323
Focused Wealth Management
New York
$133K -$21.1K -950 -11%
TAIM
1324
TD Ameritrade Investment Management
Nebraska
$130K -$47.9K -2,160 -23%
NSIM
1325
North Star Investment Management
Illinois
$130K +$22.2K +1,000 +16%
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