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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
1226
HBK Sorce Advisory
Pennsylvania
$2.35M -$710K -5,406 -23%
TFA
1227
Teamwork Financial Advisors
Texas
$2.35M -$1.13M -8,590 -33%
WWM
1228
Wolff Wiese Magana
California
$2.35M +$1.84K +14 +0.1%
MA
1229
Mutual Advisors
Nebraska
$2.35M +$250K +1,907 +11%
CTFG
1230
Capstone Triton Financial Group
Oklahoma
$2.35M -$7.35K -56 -0.3%
CIAS
1231
CFS Investment Advisory Services
New Jersey
$2.35M -$25.7K -196 -1%
AF
1232
Arrow Financial
New York
$2.34M -$72.2K -550 -3%
FIA
1233
Foundations Investment Advisors
Arizona
$2.33M +$865K +6,588 +61%
AWM
1234
Aries Wealth Management
Maine
$2.33M -$131 -1 -0%
GWM
1235
GSB Wealth Management
Connecticut
$2.33M -$17.1K -130 -0.7%
VHAM
1236
Van Hulzen Asset Management
California
$2.33M -$25.5K -194 -1%
Dodge & Cox
1237
Dodge & Cox
California
$2.32M
SNBOSCI
1238
Security National Bank of Sioux City Iowa
Iowa
$2.32M -$182K -1,390 -7%
TFS
1239
Thoroughbred Financial Services
Tennessee
$2.32M +$28.6K +218 +1%
SC
1240
Searle & Co
Connecticut
$2.31M -$23.9K -182 -1%
EM
1241
ELCO Management
New York
$2.31M
OPW
1242
Oxler Private Wealth
New York
$2.31M +$9.71K +74 +0.4%
SFA
1243
Souders Financial Advisors
Ohio
$2.3M -$19.4K -148 -0.9%
SAM
1244
Sectoral Asset Management
Quebec, Canada
$2.3M +$263K +2,000 +13%
ICP
1245
Interchange Capital Partners
Pennsylvania
$2.29M +$181K +1,380 +9%
QI
1246
Qtron Investments
Massachusetts
$2.29M -$240K -1,831 -10%
AL
1247
Aspiriant LLC
California
$2.28M -$27K -206 -1%
SWGC
1248
Summit Wealth Group (Colorado)
Colorado
$2.27M +$2.83M +21,560 +1,125%
CPWA
1249
Cerro Pacific Wealth Advisors
California
$2.27M -$411K -3,128 -16%
PI
1250
Pettee Investors
Connecticut
$2.26M -$321K -2,449 -13%