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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1776
Aaron Wealth Advisors
Illinois
$245K +$253K +2,849 New
MWA
1777
Meridian Wealth Advisors
Texas
$243K +$250K +2,818 New
CC
1778
Callan Capital
California
$243K +$250K +2,823 New
RIM
1779
Redwood Investment Management
Arizona
$243K +$251K +2,829 New
AWS
1780
AJ Wealth Strategies
New York
$242K +$250K +2,816 New
W
1781
WealthOne
New York
$241K -$16K -180 -6%
CIAS
1782
CBIZ Investment Advisory Services
Ohio
$241K +$248K +2,800 New
TWM
1783
Tradition Wealth Management
Minnesota
$240K +$6.38K +72 +3%
CHJWM
1784
Carlton Hofferkamp & Jenks Wealth Management
Texas
$239K -$13.3K -150 -5%
ASBI
1785
American State Bank (Iowa)
Iowa
$238K +$8.87K +100 +4%
MGIM
1786
M&G Investment Management
United Kingdom
$238K -$13.7K -154 -5%
UBV
1787
United Bank (Virginia)
Virginia
$237K +$244K +2,749 New
PW
1788
Peninsula Wealth
California
$237K +$244K +2,754 New
CPA
1789
Capital Planning Advisors
California
$237K +$244K +2,757 New
FIA
1790
Foundations Investment Advisors
Arizona
$236K -$76.2K -859 -24%
NL
1791
NWAM LLC
Washington
$236K -$8.69K -98 -3%
AIM
1792
Acropolis Investment Management
Missouri
$236K -$2.66K -30 -1%
PB
1793
Pinnacle Bancorp
Nebraska
$236K -$887 -10 -0.4%
OA
1794
Operose Advisors
Wisconsin
$236K
HS
1795
Horan Securities
United States
$235K +$15.1K +170 +7%
FCB
1796
First Command Bank
Texas
$235K +$63K +711 +35%
FCFS
1797
First Command Financial Services
Texas
$235K +$63K +711 +35%
XS
1798
XR Securities
Illinois
$234K -$403K -4,542 -63%
NWM
1799
NEIRG Wealth Management
Massachusetts
$234K -$47.2K -532 -16%
QP
1800
Quilter Plc
United Kingdom
$234K -$13.5K -152 -5%