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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1726
Moran Wealth Management
Florida
$256K +$245K +751 New
KIM
1727
Kestra Investment Management
Texas
$256K +$22.8K +70 +10%
AWA
1728
AGH Wealth Advisors
Kansas
$254K -$11.4K -35 -4%
MFP
1729
Meramec Financial Planners
Missouri
$254K -$5.22K -16 -2%
GGS
1730
Galvin Gaustad & Stein
Arizona
$253K +$242K +742 New
SP
1731
Symmetry Partners
Connecticut
$253K -$34.9K -107 -13%
AA
1732
Ancora Advisors
Ohio
$252K -$44.4K -136 -16%
GWCM
1733
Godshalk Welsh Capital Management
Pennsylvania
$252K
KCPG
1734
Kavar Capital Partners Group
Kansas
$252K
HC
1735
Hamilton Capital
Ohio
$252K +$2.28K +7 +1%
CRIG
1736
Charter Research & Investment Group
Connecticut
$250K -$9.79K -30 -4%
APFP
1737
Action Point Financial Planning
Michigan
$250K +$240K +737 New
SSC
1738
Syverson Strege & Co
Iowa
$249K -$7.18K -22 -3%
WAM
1739
Weatherly Asset Management
California
$249K -$8.15K -25 -3%
MBTD
1740
Mechanics Bank - Trust Department
California
$249K
SEP
1741
Signature Equity Partners
Ohio
$249K -$53.2K -163 -18%
RWM
1742
RBA Wealth Management
California
$248K -$119K -365 -33%
WCM
1743
Washington Capital Management
Washington
$248K
CG
1744
Clifford Group
Massachusetts
$247K
Dodge & Cox
1745
Dodge & Cox
California
$246K
EC
1746
Enhancing Capital
Pennsylvania
$246K
AWM
1747
Accurate Wealth Management
Florida
$246K +$2.94K +9 +1%
IPA
1748
Investment Planning Advisors
Georgia
$246K +$235K +721 New
UCB
1749
United Community Bank
South Carolina
$245K +$1.63K +5 +0.7%
CWA
1750
Cura Wealth Advisors
Illinois
$245K -$9.46K -29 -4%