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Name Holding Trade Value Shares
Change
Change in
Stake
DFG
1576
Demars Financial Group
Washington
$711K +$281K +8,323 +61%
MWM
1577
Moran Wealth Management
Florida
$707K +$500K +14,797 +211%
CST
1578
Charles Schwab Trust
Nevada
$707K +$88.8K +2,629 +14%
NAMP
1579
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$707K -$64.2K -1,900 -8%
DBT
1580
Dubuque Bank & Trust
Iowa
$707K -$923K -27,321 -56%
TFA
1581
Transamerica Financial Advisors
Florida
$704K -$169K -5,012 -19%
NWM
1582
Northcape Wealth Management
New York
$704K -$160K -4,741 -18%
HCM
1583
Howland Capital Management
Massachusetts
$704K -$39.4K -1,166 -5%
FCAS
1584
First Command Advisory Services
Texas
$704K +$733K +21,708 +542,700%
BFA
1585
Beacon Financial Advisory
Ohio
$703K +$15.5K +458 +2%
TWM
1586
Thrive Wealth Management
Pennsylvania
$702K -$179K -5,286 -20%
PWAM
1587
Pinnacle West Asset Management
Wyoming
$701K +$27.9K +825 +4%
FFA
1588
First Foundation Advisors
California
$699K +$36.9K +1,092 +5%
KJWM
1589
Kiley Juergens Wealth Management
Washington
$698K -$96.8K -2,865 -12%
BC
1590
Bowman & Company
Wisconsin
$697K +$40.6K +1,203 +6%
FPB
1591
First PREMIER Bank
South Dakota
$695K -$112K -3,311 -13%
QCG
1592
Quadrant Capital Group
Ohio
$695K +$192K +5,686 +36%
RBFC
1593
Roman Butler Fullerton & Co
Missouri
$695K +$24.5K +725 +3%
PIMG
1594
Patriot Investment Management Group
Tennessee
$694K -$208K -6,150 -22%
AWM
1595
Adams Wealth Management
Utah
$693K +$139K +4,114 +24%
DF
1596
Donoghue Forlines
Massachusetts
$693K +$358K +10,609 +99%
HWA
1597
Heartwood Wealth Advisors
Virginia
$693K -$69.5K -2,057 -9%
PCM
1598
Poehling Capital Management
Wisconsin
$692K -$248K -7,325 -26%
MCM
1599
Mork Capital Management
California
$690K – – –
CAC
1600
Certified Advisory Corp
Florida
$689K +$3.18K +94 +0.4%