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Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
1401
RMR Wealth Builders
New Jersey
$1.21M +$172K +4,354 +16%
WA
1402
Wambolt & Associates
Colorado
$1.21M +$76.5K +1,939 +7%
LOIP
1403
Live Oak Investment Partners
Texas
$1.21M – – –
WLPWM
1404
Walled Lake Planning & Wealth Management
Illinois
$1.2M +$248K +6,287 +26%
VWM
1405
Venturi Wealth Management
Texas
$1.2M -$93.9K -2,382 -7%
AIM
1406
Acropolis Investment Management
Missouri
$1.2M +$38.7K +981 +3%
MMG
1407
Monetary Management Group
Missouri
$1.2M -$14.8K -375 -1%
CS
1408
Crescent Sterling
Louisiana
$1.2M +$30.9K +784 +3%
BMC
1409
Beaton Management Company
Massachusetts
$1.2M – – –
FCB
1410
First Command Bank
Texas
$1.19M +$77.8K +1,972 +7%
FCFS
1411
First Command Financial Services
Texas
$1.19M +$77.8K +1,972 +7%
QI
1412
Qtron Investments
Massachusetts
$1.19M -$105K -2,673 -8%
SMFG
1413
Sumitomo Mitsui Financial Group
Japan
$1.19M +$93.4K +2,368 +8%
MCA
1414
Magnolia Capital Advisors
Mississippi
$1.19M +$161K +4,078 +15%
GSC
1415
G&S Capital
Colorado
$1.19M -$14.3K -362 -1%
TSWM
1416
Triangle Securities Wealth Management
North Carolina
$1.18M -$75.8K -1,921 -6%
PCM
1417
Poehling Capital Management
Wisconsin
$1.18M +$1.2M +30,441 New
AF
1418
Arrow Financial
New York
$1.18M -$357K -9,053 -23%
FC
1419
FCA Corp
Texas
$1.18M +$627K +15,901 +110%
ACS
1420
Archford Capital Strategies
Illinois
$1.18M +$101K +2,553 +10%
BJL
1421
Brighton Jones LLC
Washington
$1.18M -$134K -3,405 -10%
KJWM
1422
Kiley Juergens Wealth Management
Washington
$1.18M -$76.8K -1,948 -6%
DIP
1423
DT Investment Partners
Pennsylvania
$1.18M -$313K -7,931 -21%
AC
1424
Abbrea Capital
California
$1.18M -$19.3K -490 -2%
NF
1425
Nvest Financial
New Hampshire
$1.17M -$72.6K -1,840 -6%
55 56
57
58 59