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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
976
Cedar Wealth Management
California
$1.25K
PA
977
PSI Advisors
Florida
$1.06K
MIM
978
Macroview Investment Management
Maryland
$1.02K +$1.1K +27 New
WOC
979
West Oak Capital
California
$1K
AW
980
Avion Wealth
Texas
$1K +$530 +13 +35%
T
981
TOBAM
France
$1K +$733 +18 New
AP
982
Arlington Partners
Alabama
$983
AT
983
Arlington Trust
Alabama
$983 +$1.06K +26 New
WA
984
WestEnd Advisors
North Carolina
$983 +$1.06K +26 New
AIM
985
Anchor Investment Management
South Carolina
$945
LFA
986
LGT Financial Advisors
Texas
$869 +$937 +23 New
PCTC
987
Perkins Coie Trust Company
Washington
$869 +$937 +23 New
AWM
988
Avior Wealth Management
Nebraska
$755
FSWA
989
Financial Synergies Wealth Advisors
Texas
$681
TCA
990
Trifecta Capital Advisors
Illinois
$681
CPG
991
Cornerstone Planning Group
New Jersey
$605 +$652 +16 New
DWA
992
Delos Wealth Advisors
Texas
$602
Kayne Anderson Rudnick Investment Management
993
Kayne Anderson Rudnick Investment Management
California
$491
TWD
994
True Wealth Design
Ohio
$416
SPWM
995
Spartan Planning & Wealth Management
North Carolina
$340 +$367 +9 New
TWP
996
TFO Wealth Partners
Ohio
$244 +$244 +6 New
CAS
997
Coppell Advisory Solutions
Texas
$173
DFA
998
DHJJ Financial Advisors
Illinois
$152 +$163 +4 New
LFA
999
Level Financial Advisors
New York
$17 -$1.83K -45 Closed
Capital International Investors
1000
Capital International Investors
California
-$148M -3,628,215 Closed