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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1201
Marion Wealth Management
Pennsylvania
$996K +$72.7K +3,931 +8%
FWP
1202
FAS Wealth Partners
Kansas
$995K -$243K -13,160 -19%
BLC
1203
Brown, Lisle/Cummings
Rhode Island
$995K -$28.3K -1,531 -3%
DEM
1204
Disciplined Equity Management
Florida
$991K +$194K +10,459 +23%
BTW
1205
Boston Trust Walden
Massachusetts
$990K -$5.27K -285 -0.5%
AssetMark Inc
1206
AssetMark Inc
California
$985K +$139K +7,486 +16%
CF
1207
Clarity Financial
Texas
$984K +$1.02M +55,135 New
BC
1208
Burleson & Co
California
$982K -$41.7K -2,255 -4%
JWBC
1209
J.W. Burns & Co
New York
$982K -$31.5K -1,704 -3%
AIA
1210
Avalon Investment & Advisory
Texas
$981K +$92.5K +5,001 +10%
SWM
1211
Selective Wealth Management
Virginia
$980K -$12K -646 -1%
FWM
1212
Foresight Wealth Management
Utah
$978K +$228K +12,331 +29%
ST
1213
Somerset Trust
Pennsylvania
$977K +$11.6K +628 +1%
SFS
1214
Solitude Financial Services
Virginia
$977K +$127K +6,885 +14%
ASBI
1215
American State Bank (Iowa)
Iowa
$975K +$9.31K +503 +0.9%
PFG
1216
Peterson Financial Group
Iowa
$975K +$79.7K +4,308 +9%
FFMBT
1217
First Farmers & Merchants Bank Trust
Tennessee
$974K -$98.1K -5,304 -9%
IIL
1218
Insight Inv LLC
California
$974K -$27.3K -1,473 -3%
TC
1219
Trust Company
Kansas
$974K +$179K +9,650 +21%
VCM
1220
Viewpoint Capital Management
Washington
$973K -$45.2K -2,445 -4%
WWM
1221
Windsor Wealth Management
Indiana
$972K -$58K -3,134 -6%
CS
1222
Cannell & Spears
New York
$972K
ST
1223
Smithfield Trust
Pennsylvania
$972K +$1.26K +68 +0.1%
FIM
1224
Freedom Investment Management
Connecticut
$970K -$426 -23 -0%
FCMT
1225
Founders Capital Management (Texas)
Texas
$970K