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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
3126
Sunburst Financial Group
Alabama
$4.8M +$373K +2,140 +9%
SA
3127
Sicart Associates
New York
$4.8M +$14.8K +85 +0.3%
FVWA
3128
Foster Victor Wealth Advisors
South Carolina
$4.79M -$82.1K -471 -2%
BIA
3129
Bell Investment Advisors
California
$4.79M +$43.9K +252 +1%
WFA
3130
Wellspring Financial Advisors
Ohio
$4.78M -$66.4K -381 -2%
Dodge & Cox
3131
Dodge & Cox
California
$4.78M
LC
3132
Legacy CG
Texas
$4.78M +$323K +1,852 +8%
WKSWA
3133
White Knight Strategic Wealth Advisors
New Jersey
$4.77M -$179K -1,025 -4%
DIP
3134
Davis Investment Partners
North Carolina
$4.77M +$514K +2,950 +14%
PHAM
3135
Portland Hill Asset Management
United Kingdom
$4.77M -$569K -3,268 -11%
DWA
3136
Dougherty Wealth Advisers
Minnesota
$4.77M -$334K -1,916 -7%
LFS
3137
Legacy Financial Strategies
Kansas
$4.76M +$40.1K +230 +0.9%
AWM
3138
Abound Wealth Management
Tennessee
$4.76M +$132K +757 +3%
HCM
3139
Hengehold Capital Management
Ohio
$4.76M -$159K -910 -4%
TWM
3140
TMD Wealth Management
Arizona
$4.76M +$46K +264 +1%
JCM
3141
Jacobsen Capital Management
Utah
$4.74M +$331K +1,898 +8%
BCM
3142
Brasada Capital Management
Texas
$4.74M
KIA
3143
Kraematon Investment Advisors
Massachusetts
$4.74M +$6.97K +40 +0.2%
WPW
3144
Watershed Private Wealth
Illinois
$4.73M +$64.8K +372 +2%
IIM
3145
InTrack Investment Management
Vermont
$4.73M -$1.27M -7,306 -23%
TA
3146
Tectonic Advisors
Texas
$4.73M -$550K -3,156 -11%
ACM
3147
Analog Century Management
New York
$4.72M -$1.62M -9,321 -28%
TIM
3148
Tevis Investment Management
Texas
$4.72M -$34.7K -199 -0.8%
CFP
3149
Curran Financial Partners
South Carolina
$4.72M -$233K -1,337 -5%
HPM
3150
Hoxton Planning & Management
West Virginia
$4.71M -$63.3K -363 -1%