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Name Holding Trade Value Shares
Change
Change in
Stake
CG
1751
Clifford Group
Massachusetts
$247K – – –
Dodge & Cox
1752
Dodge & Cox
California
$246K – – –
EC
1753
Enhancing Capital
Pennsylvania
$246K – – –
AWM
1754
Accurate Wealth Management
Florida
$246K +$2.94K +9 +1%
IPA
1755
Investment Planning Advisors
Georgia
$246K +$235K +721 New
UCB
1756
United Community Bank
South Carolina
$245K +$1.63K +5 +0.7%
CWA
1757
Cura Wealth Advisors
Illinois
$245K -$9.46K -29 -4%
MWA
1758
Midland Wealth Advisors
Illinois
$245K -$5.22K -16 -2%
BL
1759
Balentine LLC
Georgia
$245K -$35.9K -110 -13%
HFS
1760
Howard Financial Services
Texas
$244K -$3.91K -12 -2%
MFG
1761
Mosaic Financial Group
Illinois
$244K +$326 +1 +0.1%
TC
1762
Trilogy Capital
California
$244K -$29.7K -91 -11%
SFO
1763
Stokes Family Office
Louisiana
$244K -$21.9K -67 -9%
CFG
1764
Cooper Financial Group
California
$244K +$13K +40 +6%
MAG
1765
Meadowbrook Advisors Group
New Jersey
$244K +$233K +715 New
FCM
1766
FJ Capital Management
Virginia
$243K +$232K +712 New
FFO
1767
Fortitude Family Office
Arizona
$242K +$44.4K +136 +24%
PFA
1768
Perryman Financial Advisory
Texas
$242K +$326 +1 +0.1%
UAML
1769
US Asset Management LLC
Pennsylvania
$241K – – –
MAG
1770
Mayfair Advisory Group
Alabama
$241K +$219K +670 New
MW
1771
Maia Wealth
Colorado
$241K +$979 +3 +0.4%
1WM
1772
1900 Wealth Management
Texas
$240K +$230K +705 New
BWP
1773
Barlow Wealth Partners
Kentucky
$239K – – –
HPM
1774
Hoxton Planning & Management
West Virginia
$239K -$6.85K -21 -3%
PF
1775
Phoenix Financial
Israel
$238K – – –