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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
826
Dynamic Advisor Solutions
Arizona
$264K +$19.9K +160 +8%
MCM
827
Maple Capital Management
Vermont
$261K +$7.97K +64 +3%
CIA
828
Capital Investment Advisors
Georgia
$261K +$63.2K +508 +31%
CCMG
829
Clark Capital Management Group
Pennsylvania
$261K +$270K +2,168 New
AI
830
Auour Investments
Massachusetts
$260K – – –
CWM
831
Chesapeake Wealth Management
Virginia
$260K -$32.4K -260 -11%
CGA
832
Crescent Grove Advisors
Illinois
$259K – – –
LC
833
Lindbrook Capital
California
$259K +$24.4K +196 +10%
VCM
834
Virtue Capital Management
Tennessee
$255K – – –
WT
835
Whittier Trust
California
$252K +$1.99K +16 +0.8%
GCP
836
Garda Capital Partners
Minnesota
$252K +$260K +2,092 New
ETIA
837
Epic Trust Investment Advisors
Washington
$250K – – –
CWA
838
Centennial Wealth Advisory
Michigan
$249K – – –
LCM
839
Landscape Capital Management
New Jersey
$246K +$254K +2,044 New
CPC
840
Cookson Peirce & Co
Pennsylvania
$245K – – –
WF
841
Wayfinding Financial
Washington
$245K +$11.5K +92 +5%
FAT
842
First American Trust
California
$244K -$498 -4 -0.2%
CF
843
Copperwynd Financial
Arizona
$244K +$29.9K +240 +13%
HT
844
Headlands Technologies
Illinois
$244K +$253K +2,032 New
LAS
845
LWM Advisory Services
Florida
$242K – – –
ACA
846
Atlas Capital Advisors
Wyoming
$242K – – –
SIM
847
Sentry Investment Management
Wisconsin
$242K -$50.8K -408 -17%
Dodge & Cox
848
Dodge & Cox
California
$241K – – –
CI
849
CX Institutional
Indiana
$240K -$1.49K -12 -0.6%
AI
850
Accredited Investors
Minnesota
$238K – – –