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Name Holding Trade Value Shares
Change
Change in
Stake
BC
1101
Bartlett & Co
Ohio
$23K – – –
BCWM
1102
Bartlett & Co Wealth Management
Ohio
$22.8K – – –
M1FG
1103
Mach-1 Financial Group
Arkansas
$20.9K +$21.5K +135 New
ZB
1104
Zions Bancorporation
Utah
$20.4K -$1.91K -12 -8%
CAC
1105
Core Alternative Capital
Georgia
$19.5K +$3.5K +22 +21%
SC
1106
Schubert & Co
Texas
$18.1K +$1.11K +7 +6%
RCM
1107
Raleigh Capital Management
North Carolina
$17.7K +$2.39K +15 +15%
CWP
1108
Concord Wealth Partners
Virginia
$17K -$4.77K -30 -21%
RTC
1109
Riverview Trust Company
Washington
$16.5K – – –
VWM
1110
Venturi Wealth Management
Texas
$16.4K +$16.9K +106 New
AA
1111
AlphaMark Advisors
Kentucky
$16K +$955 +6 +6%
CIA
1112
Cape Investment Advisory
Georgia
$15.6K +$16.1K +101 New
CWM
1113
Cedar Wealth Management
California
$15.4K – – –
FCB
1114
First Command Bank
Texas
$15.4K – – –
FCFS
1115
First Command Financial Services
Texas
$15.4K – – –
NMG
1116
New Millennium Group
Utah
$15.4K – – –
HDIM
1117
Hanson & Doremus Investment Management
Vermont
$15K -$2.07K -13 -12%
LD
1118
Lipe & Dalton
New York
$15K – – –
BIA
1119
Bell Investment Advisors
California
$15K +$318 +2 +2%
QL
1120
Quarry LP
New York
$15K +$15.4K +97 New
AWM
1121
Abound Wealth Management
Tennessee
$15K +$12.1K +76 +362%
KFP
1122
KB Financial Partners
New Jersey
$14K – – –
WAS
1123
Winch Advisory Services
Wisconsin
$14K – – –
Fuller & Thaler Asset Management
1124
Fuller & Thaler Asset Management
California
$13.9K – – –
RFG
1125
RFP Financial Group
Georgia
$13.4K – – –