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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1976
Daner Wealth Management
Georgia
$241K +$6.31K +82 +3%
RC
1977
Roundview Capital
New Jersey
$241K -$1.14M -14,764 -82%
JF
1978
Jump Financial
Illinois
$240K -$689K -8,955 -73%
KAS
1979
KPP Advisory Services
Kentucky
$239K -$6.39K -83 -2%
BL
1980
Balentine LLC
Georgia
$238K -$10.3K -134 -4%
SS
1981
Sunbelt Securities
Texas
$238K +$26.7K +347 +12%
PA
1982
PFW Advisors
Georgia
$238K -$539 -7 -0.2%
ICP
1983
Interchange Capital Partners
Pennsylvania
$238K -$434K -5,643 -63%
WAM
1984
Worth Asset Management
Texas
$238K -$3.54K -46 -1%
OWA
1985
Outlook Wealth Advisors
Texas
$237K -$430K -5,586 -63%
SAM
1986
Simplify Asset Management
Nevada
$237K -$87.4K -1,136 -26%
FSA
1987
Fort Sheridan Advisors
Illinois
$237K +$253K +3,291 New
MFG
1988
Monte Financial Group
Connecticut
$237K
MWM
1989
Maripau Wealth Management
Indiana
$237K +$253K +3,288 New
ALAM
1990
Asahi Life Asset Management
Japan
$236K +$253K +3,284 New
AWAU
1991
Alliance Wealth Advisors (Utah)
Utah
$236K -$177K -2,299 -41%
GWM
1992
Greenwich Wealth Management
Connecticut
$235K +$20.4K +265 +9%
VA
1993
Valmark Advisers
Ohio
$235K -$42.8K -556 -15%
XT
1994
XTX Topco
Cayman Islands
$234K -$7.64M -99,291 -97%
SNB
1995
Security National Bank
Nebraska
$234K +$5.39K +70 +2%
QC
1996
Quent Capital
New York
$234K -$55.2K -717 -18%
FHC
1997
First Horizon Corporation
Tennessee
$234K -$18K -234 -7%
WB
1998
West Bancorporation
Iowa
$233K
ACM
1999
AlphaStar Capital Management
North Carolina
$233K -$15.3K -199 -6%
BWM
2000
BAM Wealth Management
Colorado
$232K -$5.77K -75 -2%