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Name Holding Trade Value Shares
Change
Change in
Stake
CGPCS
676
Capital Group Private Client Services
California
$3.79M -$92.2K -437 -3%
LA
677
LVW Advisors
New York
$3.79M +$705K +3,340 +25%
MMG
678
Monetary Management Group
Missouri
$3.79M -$275K -1,305 -7%
FAB
679
First American Bank
Illinois
$3.77M -$272K -1,289 -7%
TBA
680
Tower Bridge Advisors
Pennsylvania
$3.74M -$227K -1,075 -6%
SFG
681
SevenBridge Financial Group
Pennsylvania
$3.74M -$31.9K -151 -0.9%
Dodge & Cox
682
Dodge & Cox
California
$3.74M -$63.3K -300 -2%
SC
683
Savant Capital
Illinois
$3.71M +$1.51M +7,151 +76%
SIA
684
SeaBridge Investment Advisors
New Jersey
$3.71M -$338K -1,600 -9%
LIM
685
Loudon Investment Management
New Hampshire
$3.71M +$16.5K +78 +0.5%
PH
686
Pinnacle Holdings
Oklahoma
$3.69M +$1.09M +5,168 +32%
P
687
Pitcairn
Pennsylvania
$3.69M +$694K +3,286 +25%
SWMG
688
Signature Wealth Management Group
Georgia
$3.67M +$3.45M +16,330 New
LNWWM
689
Laird Norton Wetherby Wealth Management
California
$3.67M +$115K +543 +3%
KNW
690
Kesler Norman & Wride
Utah
$3.65M +$237K +1,122 +7%
MIAN
691
Mariner Independent Advisor Network
Kansas
$3.65M -$7.39K -35 -0.2%
SPC
692
Sigma Planning Corp
Michigan
$3.64M +$741K +3,513 +28%
SSWM
693
Smith Salley Wealth Management
North Carolina
$3.63M -$97.5K -462 -3%
PCA
694
Pallas Capital Advisors
Massachusetts
$3.61M +$209K +991 +7%
SC
695
Sawyer & Company
Massachusetts
$3.6M +$27.9K +132 +0.8%
PCM
696
Palouse Capital Management
Washington
$3.59M -$48.8K -231 -1%
PCM
697
Poehling Capital Management
Wisconsin
$3.59M +$1.01M +4,779 +43%
BCFS
698
Butensky & Cohen Financial Security
Florida
$3.54M +$203K +960 +6%
ECM
699
Everence Capital Management
Indiana
$3.53M
FCMC
700
Founders Capital Management (Connecticut)
Connecticut
$3.52M +$63.1K +299 +2%