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Name Holding Trade Value Shares
Change
Change in
Stake
DACG
1776
Donor Advised Charitable Giving
California
$349K -$1.15K -5 -0.3%
SFA
1777
Souders Financial Advisors
Ohio
$349K +$8.07K +35 +2%
WIM
1778
Westside Investment Management
California
$347K +$237K +1,028 +11%
M
1779
Mirova
France
$346K +$236K +1,023 +211%
TSS
1780
Thomas Story & Son
Indiana
$345K
WLIM
1781
White Lighthouse Investment Management
Massachusetts
$345K
PIA
1782
Perennial Investment Advisors
California
$345K +$922 +4 +0.3%
BL
1783
Balentine LLC
Georgia
$345K +$6.69K +29 +2%
GA
1784
Geller Advisors
New York
$344K
OAM
1785
Oberweis Asset Management
Illinois
$344K +$231 +1 +0.1%
MPPW
1786
Mitchell & Pahl Private Wealth
Oklahoma
$342K +$343K +1,487 New
CFA
1787
CWS Financial Advisors
Michigan
$341K
WBG
1788
Wharton Business Group
Pennsylvania
$341K
FCM
1789
Fortis Capital Management
Washington
$339K
HFS
1790
Howard Financial Services
Texas
$339K +$23.1K +100 +7%
STC
1791
Sarah T. Connolly
$339K +$340K +1,475 New
PFA
1792
Pure Financial Advisors
California
$338K
CFFP
1793
Center for Financial Planning
Michigan
$338K +$18.4K +80 +6%
CAM
1794
Cozad Asset Management
Illinois
$336K -$82.5K -358 -20%
GG
1795
GenWealth Group
New Jersey
$336K
CCA
1796
Childress Capital Advisors
Texas
$336K +$337K +1,462 New
MWM
1797
Meridian Wealth Management
Kentucky
$335K +$141K +610 +72%
NFG
1798
Nadler Financial Group
Illinois
$334K +$1.15K +5 +0.3%
ONST
1799
Old North State Trust
North Carolina
$334K +$135K +585 +68%
JWBC
1800
John W. Bristol & Co
New York
$333K