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Name Holding Trade Value Shares
Change 		Change in
Stake
FCFS
1551
First Command Financial Services
Texas
$320K – – –
NCM
1552
Northwest Capital Management
Oregon
$320K +$27.5K +500 +12%
JCM
1553
Jacobi Capital Management
Pennsylvania
$317K -$301K -5,470 -51%
BFWA
1554
Benchmark Financial Wealth Advisors
Florida
$317K +$29.7K +540 +12%
PWM
1555
Palumbo Wealth Management
New York
$314K -$160K -2,900 -36%
GA
1556
Geller Advisors
New York
$314K +$550 +10 +0.2%
CCM
1557
Carlson Capital Management
Minnesota
$314K +$7.15K +130 +3%
EFG
1558
Everhart Financial Group
Ohio
$313K +$282K +5,130 New
BMWM
1559
Brown Miller Wealth Management
Virginia
$312K -$13.8K -250 -5%
MWM
1560
Merriman Wealth Management
Washington
$311K -$37.4K -680 -12%
IC
1561
Inverness Counsel
New York
$311K – – –
TFA
1562
Tobias Financial Advisors
Florida
$311K +$5.5K +100 +2%
JFL
1563
Jarislowsky, Fraser Ltd
Quebec, Canada
$311K +$281K +5,100 New
CT
1564
Cambridge Trust
Massachusetts
$310K – – –
CWM
1565
Cabot Wealth Management
Massachusetts
$309K +$279K +5,070 New
OWP
1566
Obermeyer Wealth Partners
Colorado
$308K -$37.4K -680 -12%
1CP
1567
17 Capital Partners
Arizona
$308K – – –
HC
1568
Hamilton Capital
Ohio
$308K +$278K +5,050 New
NWA
1569
New World Advisors
Massachusetts
$307K -$189K -3,430 -43%
RMDI
1570
R.M. Davis Inc
Maine
$307K +$1.65K +30 +0.6%
EWM
1571
Elite Wealth Management
Washington
$306K – – –
MFG
1572
Magnus Financial Group
New York
$306K +$550 +10 +0.2%
AWM
1573
Aries Wealth Management
Maine
$305K – – –
BFA
1574
Beacon Financial Advisory
Ohio
$305K +$2.2K +40 +0.8%
FA
1575
Fermata Advisors
California
$305K +$275K +5,000 New
61 62
63
64 65