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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
3351
Pathway Financial Advisers
Indiana
$5.59M -$76.8K -344 -1%
VCM
3352
Versant Capital Management
Arizona
$5.59M +$391K +1,753 +8%
IIM
3353
InTrack Investment Management
Vermont
$5.58M +$108K +483 +2%
E3F
3354
Eight 31 Financial
Texas
$5.58M -$98K -439 -2%
LWAM
3355
Legacy Wealth Asset Management
Minnesota
$5.58M -$82.6K -370 -2%
SL
3356
Summitry LLC
California
$5.57M +$349K +1,564 +7%
DJYG
3357
David J. Yvars Group
Florida
$5.57M +$20.8K +93 +0.4%
Dodge & Cox
3358
Dodge & Cox
California
$5.56M -$100K -450 -2%
AC
3359
Annandale Capital
Texas
$5.55M -$73.2K -328 -1%
FA
3360
Fiducient Advisors
Illinois
$5.55M +$150K +671 +3%
CIC
3361
Cutler Investment Counsel
Oregon
$5.54M -$46.2K -207 -0.9%
WAM
3362
Worth Asset Management
Texas
$5.54M +$1.03M +4,609 +24%
ABWM
3363
Alpine Bank Wealth Management
Colorado
$5.54M +$5.31M +23,792 New
HA
3364
Hofer & Associates
California
$5.54M -$35.3K -158 -0.7%
MWM
3365
Melfa Wealth Management
Massachusetts
$5.53M -$137K -615 -3%
RFS
3366
Richardson Financial Services
Massachusetts
$5.52M +$7.59K +34 +0.1%
AIP
3367
Almanack Investment Partners
Pennsylvania
$5.52M +$7.82K +35 +0.1%
OWA
3368
Outlook Wealth Advisors
Texas
$5.5M -$163K -730 -3%
GDP
3369
Great Diamond Partners
Maine
$5.5M -$846K -3,789 -14%
SWAG
3370
Spectrum Wealth Advisory Group
California
$5.5M -$540K -2,416 -9%
IWA
3371
IBEX Wealth Advisors
New Jersey
$5.5M +$37.1M +165,940 +154%
LI
3372
LVZ Inc
Michigan
$5.49M -$69K -309 -1%
APS
3373
American Planning Services
Florida
$5.48M +$95.4K +427 +2%
FAP
3374
Financial Advisory Partners
Florida
$5.48M -$81.5K -365 -2%
EWM
3375
Elmwood Wealth Management
California
$5.47M -$237K -1,062 -4%