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Name Holding Trade Value Shares
Change
Change in
Stake
CT
1776
Clearstead Trust
Maine
$141K – – –
FCB
1777
First Command Bank
Texas
$141K – – –
FCFS
1778
First Command Financial Services
Texas
$141K – – –
CCM
1779
Cribstone Capital Management
Maine
$140K – – –
DMBA
1780
Deseret Mutual Benefit Administrators
Utah
$140K +$55.5K +640 +47%
WDL
1781
Well Done LLC
Michigan
$139K +$14.1K +163 +9%
M1FG
1782
Mach-1 Financial Group
Arkansas
$139K +$174K +2,000 New
VWM
1783
Valley Wealth Managers
New Jersey
$138K -$118K -1,365 -41%
HWA
1784
Heritage Wealth Advisors
Virginia
$138K -$18.7K -216 -10%
MAWCM
1785
Mine & Arao Wealth Creation & Management
California
$130K -$260 -3 -0.2%
GTAM
1786
Global Trust Asset Management
Florida
$127K -$193K -2,221 -55%
CSB
1787
City State Bank
Iowa
$127K +$59.9K +690 +61%
TFM
1788
TFC Financial Management
Massachusetts
$126K -$9.37K -108 -6%
FM
1789
Freemont Management
Switzerland
$125K -$4.87M -56,100 -97%
PA
1790
PSI Advisors
Florida
$121K -$19.8K -228 -12%
HWMA
1791
Heritage Wealth Management (Arizona)
Arizona
$115K -$1.22K -14 -0.8%
HCM
1792
Highlander Capital Management
New Jersey
$115K +$22.6K +260 +19%
EWM
1793
Endurance Wealth Management
Rhode Island
$114K – – –
AWM
1794
Accel Wealth Management
Iowa
$113K -$22.2K -256 -14%
CA
1795
Crewe Advisors
Utah
$113K +$105K +1,209 +294%
SFO
1796
Standard Family Office
South Dakota
$112K +$139K +1,605 New
BC
1797
BIT Capital
Germany
$111K -$409K -4,716 -75%
GWS
1798
Glassman Wealth Services
Virginia
$110K -$16.1K -186 -11%
OIA
1799
Optimum Investment Advisors
Illinois
$110K -$8.68K -100 -6%
EWM
1800
Evermay Wealth Management
Virginia
$109K -$20.2K -233 -13%