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Name Holding Trade Value Shares
Change 		Change in
Stake
FCB
1501
First Command Bank
Texas
$454K +$18.1K +213 +4%
FCFS
1502
First Command Financial Services
Texas
$454K +$18.1K +213 +4%
MCM
1503
Monument Capital Management
Virginia
$454K +$458K +5,393 New
LWM
1504
Liberty Wealth Management
California
$453K +$8.49K +100 +2%
VCM
1505
Virtue Capital Management
Tennessee
$452K +$3.91K +46 +0.9%
PCS
1506
Personal CFO Solutions
New Jersey
$452K +$44.3K +521 +11%
PP
1507
Patten & Patten
Tennessee
$450K – – –
RWM
1508
RBA Wealth Management
California
$449K -$3.91K -46 -0.9%
HWAM
1509
Hennion & Walsh Asset Management
New Jersey
$448K -$703K -8,270 -61%
CA
1510
Cornerstone Advisory
Maryland
$447K – – –
TSWM
1511
Triangle Securities Wealth Management
North Carolina
$447K +$680 +8 +0.2%
MWM
1512
Modera Wealth Management
New Jersey
$444K -$75.4K -887 -14%
LFA
1513
Legacy Financial Advisors
Kentucky
$443K +$56K +659 +14%
HIMC
1514
Heritage Investors Management Corp
Maryland
$442K +$18.9K +222 +4%
EW
1515
Enzi Wealth
Texas
$440K +$384K +4,519 New
RCIM
1516
Red Cedar Investment Management
Michigan
$438K – – –
CAM
1517
Cozad Asset Management
Illinois
$438K +$8.84K +104 +2%
DCM
1518
Dupont Capital Management
Delaware
$438K +$16.3K +192 +4%
AC
1519
Apella Capital
Connecticut
$436K – – –
CWA
1520
Clarus Wealth Advisors
Arizona
$436K +$425K +5,005 New
LFAS
1521
Level Four Advisory Services
Texas
$435K -$9.09K -107 -2%
BC
1522
Bridgefront Capital
Texas
$434K +$437K +5,145 New
PG
1523
Pendal Group
Australia
$432K -$706K -8,316 -62%
HRC
1524
Hoertkorn Richard Charles
$432K – – –
RCM
1525
Radnor Capital Management
Pennsylvania
$432K – – –
59 60
61
62 63