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Name Holding Trade Value Shares
Change
Change in
Stake
BA
1501
Bristlecone Advisors
Washington
$1.21M +$667K +18,718 +135%
FIM
1502
Fernwood Investment Management
Massachusetts
$1.21M -$300K -8,422 -21%
PA
1503
PSI Advisors
Florida
$1.21M +$1.16M +32,502 New
FSA
1504
Franklin Street Advisors
North Carolina
$1.21M -$5.34K -150 -0.5%
RP
1505
Rice Partnership
Hawaii
$1.21M -$131K -3,672 -10%
OPS
1506
Orion Portfolio Solutions
Nebraska
$1.2M +$1.15M +32,381 New
BW
1507
Bison Wealth
Georgia
$1.2M -$7.66K -215 -0.7%
PL
1508
Plancorp LLC
Missouri
$1.2M +$73.1K +2,051 +7%
WANY
1509
Wealthspire Advisors (New York)
New York
$1.2M +$129K +3,610 +13%
WAM
1510
Weatherly Asset Management
California
$1.2M +$103K +2,897 +10%
PHK
1511
Point72 Hong Kong
Hong Kong
$1.2M -$154K -4,322 -12%
FCB
1512
First Command Bank
Texas
$1.2M +$41.7K +1,171 +4%
FCFS
1513
First Command Financial Services
Texas
$1.2M +$41.7K +1,171 +4%
AAS
1514
Annex Advisory Services
Wisconsin
$1.2M -$887K -24,913 -44%
PCMC
1515
Paragon Capital Management (Colorado)
Colorado
$1.2M
GFS
1516
GYL Financial Synergies
Connecticut
$1.19M +$29.7K +833 +3%
AW
1517
ACG Wealth
Georgia
$1.19M -$18.5K -519 -2%
OC
1518
Oarsman Capital
Wisconsin
$1.19M +$5.45K +153 +0.5%
CCG
1519
Chatham Capital Group
Georgia
$1.19M -$27K -759 -2%
SEC
1520
Seven Eight Capital
New York
$1.19M +$1.14M +31,878 New
SPI
1521
Santori & Peters Inc
Pennsylvania
$1.18M +$142 +4 +0%
AWM
1522
Adams Wealth Management
Utah
$1.18M +$1.13M +31,777 New
HR
1523
Howe & Rusling
New York
$1.18M -$1.48M -41,531 -57%
FIB
1524
First Interstate Bank
Montana
$1.18M -$207K -5,817 -16%
AIC
1525
Archer Investment Corporation
Indiana
$1.18M +$24.6K +691 +2%