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Name Holding Trade Value Shares
Change 		Change in
Stake
FCFS
726
First Command Financial Services
Texas
$719K – – –
SPIO
727
Seven Post Investment Office
California
$716K -$12.3K -100 -2%
CWM
728
Cornerstone Wealth Management
Missouri
$716K +$41.9K +340 +7%
SBH
729
Segall Bryant & Hamill
Illinois
$713K – – –
WC
730
Woodstock Corp
Massachusetts
$710K – – –
OWP
731
Obermeyer Wealth Partners
Colorado
$707K +$37K +300 +7%
MFW
732
Meristem Family Wealth
Minnesota
$706K +$595K +4,830 New
UCMOK
733
United Capital Management of KS
Kansas
$703K +$91.2K +740 +18%
MIM
734
Montgomery Investment Management
Maryland
$701K – – –
UR
735
USCA RIA
Texas
$697K +$123K +1,000 +27%
EP
736
Eudaimonia Partners
Tennessee
$695K +$64.1K +520 +12%
SAS
737
Sanford Advisory Services
Michigan
$693K – – –
BAS
738
Brown Advisory Securities
Maryland
$690K +$17.3K +140 +3%
IAP
739
Indie Asset Partners
Indiana
$688K -$32K -260 -5%
BSW
740
Buckingham Strategic Wealth
Missouri
$688K -$16K -130 -3%
FCBT
741
First Citizens Bank & Trust
North Carolina
$684K -$430K -3,490 -43%
PIA
742
Perennial Investment Advisors
California
$679K -$9.41M -76,380 -94%
IWM
743
IHT Wealth Management
Illinois
$678K +$59.1K +480 +12%
LBD
744
Landsberg Bennett & Dubbaneh
Florida
$678K +$563K +4,570 New
RWB
745
RMR Wealth Builders
New Jersey
$672K +$567K +4,600 New
SIA
746
Soltis Investment Advisors
Utah
$669K +$7.39K +60 +1%
JWBC
747
J.W. Burns & Co
New York
$668K -$80.1K -650 -12%
MFG
748
Merit Financial Group
Georgia
$663K +$559K +4,540 New
HIMC
749
Heritage Investors Management Corp
Maryland
$657K – – –
GA
750
Greytown Advisors
Florida
$655K +$2.46K +20 +0.4%
28 29
30
31 32