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Name Holding Trade Value Shares
Change
Change in
Stake
LF
2051
Lantz Financial
Illinois
$982K +$11.1K +120 +1%
VWM
2052
Valley Wealth Managers
New Jersey
$981K -$148K -1,600 -12%
GCAC
2053
Guardian Capital Advisors (Canada)
Ontario, Canada
$980K +$46.4K +500 +5%
PIM
2054
Penobscot Investment Management
Massachusetts
$976K -$22.3K -240 -2%
PL
2055
Plancorp LLC
Missouri
$974K -$156K -1,680 -13%
WMA
2056
Wealth Management Associates
New Jersey
$974K +$74.2K +800 +8%
S
2057
SimplyRich
California
$973K
WG
2058
Welch Group
Alabama
$958K +$37.1K +400 +4%
MYIA
2059
Mount Yale Investment Advisors
Colorado
$957K +$174K +1,880 +21%
GHAM
2060
Gilman Hill Asset Management
Connecticut
$948K -$74.2K -800 -7%
HCP
2061
Holt Capital Partners
Texas
$944K -$11.1K -120 -1%
PAM
2062
Peak Asset Management
Colorado
$944K -$7.42K -80 -0.7%
P
2063
&Partners
Tennessee
$937K
SLT
2064
St Louis Trust
Missouri
$937K
LFA
2065
Legacy Financial Advisors
Kentucky
$934K -$48.2K -520 -5%
W
2066
Wealthquest
Ohio
$933K -$79.7K -860 -7%
DDPIC
2067
Deroy & Devereaux Private Investment Counsel
Michigan
$930K +$44.5K +480 +5%
Dodge & Cox
2068
Dodge & Cox
California
$920K
BAM
2069
Brave Asset Management
New Jersey
$920K +$139K +1,500 +16%
JDR
2070
Jay D. Rosenbaum
$919K +$159K +1,720 +19%
NWM
2071
Northwest Wealth Management
Iowa
$918K -$55.6K -600 -5%
AI
2072
Accredited Investors
Minnesota
$918K -$31.5K -340 -3%
SXL
2073
Summit X LLC
Missouri
$917K -$61.2K -660 -6%
PP
2074
PDS Planning
Ohio
$915K +$18.5K +200 +2%
LA
2075
LexAurum Advisors
Kansas
$910K +$5.56K +60 +0.6%