Name Holding Trade Value Shares
Change
Change in
Stake
MC
1401
Martin & Co
Tennessee
$1.21M -$24.6K -625 -2%
MSS
1402
Mitchell Sinkler & Starr
Pennsylvania
$1.21M -$370K -9,394 -23%
RWB
1403
RMR Wealth Builders
New Jersey
$1.21M +$172K +4,354 +16%
WA
1404
Wambolt & Associates
Colorado
$1.21M +$76.5K +1,939 +7%
LOIP
1405
Live Oak Investment Partners
Texas
$1.21M – – –
WLPWM
1406
Walled Lake Planning & Wealth Management
Illinois
$1.2M +$248K +6,287 +26%
VWM
1407
Venturi Wealth Management
Texas
$1.2M -$93.9K -2,382 -7%
AIM
1408
Acropolis Investment Management
Missouri
$1.2M +$38.7K +981 +3%
MMG
1409
Monetary Management Group
Missouri
$1.2M -$14.8K -375 -1%
CS
1410
Crescent Sterling
Louisiana
$1.2M +$30.9K +784 +3%
BMC
1411
Beaton Management Company
Massachusetts
$1.2M – – –
FCB
1412
First Command Bank
Texas
$1.19M +$77.8K +1,972 +7%
FCFS
1413
First Command Financial Services
Texas
$1.19M +$77.8K +1,972 +7%
QI
1414
Qtron Investments
Massachusetts
$1.19M -$105K -2,673 -8%
SMFG
1415
Sumitomo Mitsui Financial Group
Japan
$1.19M +$93.4K +2,368 +8%
MCA
1416
Magnolia Capital Advisors
Mississippi
$1.19M +$161K +4,078 +15%
GSC
1417
G&S Capital
Colorado
$1.19M -$14.3K -362 -1%
TSWM
1418
Triangle Securities Wealth Management
North Carolina
$1.18M -$75.8K -1,921 -6%
PCM
1419
Poehling Capital Management
Wisconsin
$1.18M +$1.2M +30,441 New
AF
1420
Arrow Financial
New York
$1.18M -$357K -9,053 -23%
FC
1421
FCA Corp
Texas
$1.18M +$627K +15,901 +110%
ACS
1422
Archford Capital Strategies
Illinois
$1.18M +$101K +2,553 +10%
BJL
1423
Brighton Jones LLC
Washington
$1.18M -$134K -3,405 -10%
KJWM
1424
Kiley Juergens Wealth Management
Washington
$1.18M -$76.8K -1,948 -6%
DIP
1425
DT Investment Partners
Pennsylvania
$1.18M -$313K -7,931 -21%