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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
1226
Wolff Wiese Magana
California
$2.38M -$31.9K -242 -1%
GWM
1227
GSB Wealth Management
Connecticut
$2.38M -$29.8K -226 -1%
SC
1228
Searle & Co
Connecticut
$2.37M +$264K +2,000 +13%
TE
1229
Tema ETFs
New York
$2.37M -$264 -2 -0%
AWM
1230
Aries Wealth Management
Maine
$2.37M -$2.11K -16 -0.1%
PCS
1231
Personal CFO Solutions
New Jersey
$2.37M -$18.7K -142 -0.8%
PFM
1232
Potomac Fund Management
Florida
$2.36M +$2.37M +17,943 New
SFA
1233
Souders Financial Advisors
Ohio
$2.36M -$549K -4,163 -19%
Dodge & Cox
1234
Dodge & Cox
California
$2.36M
MLA
1235
MB, Levis & Associates
Pennsylvania
$2.35M +$2.24K +17 +0.1%
AL
1236
Aspiriant LLC
California
$2.35M -$264K -2,001 -10%
EM
1237
ELCO Management
New York
$2.34M
OPW
1238
Oxler Private Wealth
New York
$2.33M -$70.8K -537 -3%
MFA
1239
Mayflower Financial Advisors
Massachusetts
$2.33M -$25.7K -195 -1%
TFS
1240
Thoroughbred Financial Services
Tennessee
$2.32M -$239K -1,816 -10%
TNB
1241
Thomasville National Bank
Georgia
$2.32M -$109K -827 -5%
CFFP
1242
Center for Financial Planning
Michigan
$2.31M
CL
1243
CIM LLC
New York
$2.31M -$90.3K -685 -4%
KPPF
1244
Klein Pavlis & Peasley Financial
California
$2.31M +$2.24M +17,000 New
CI
1245
Cigna Investments
Connecticut
$2.31M -$52.1K -395 -2%
NS
1246
NBC Securities
Alabama
$2.31M -$47.9K -363 -2%
TA
1247
Tectonic Advisors
Texas
$2.31M -$28K -212 -1%
PMA
1248
Prudent Man Advisors
Illinois
$2.3M +$310K +2,349 +16%
LPT
1249
Legacy Private Trust
Wisconsin
$2.3M -$27.3K -207 -1%
SIM
1250
Stratos Investment Management
Ohio
$2.29M +$91.1K +691 +4%