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Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
2176
Dodge & Cox
California
$235K – – –
AC
2177
Avestar Capital
New York
$233K +$14.9K +318 +7%
WTFG
2178
Wells Trecaso Financial Group
Ohio
$232K – – –
PWAG
2179
Polaris Wealth Advisory Group
California
$232K +$33.9K +724 +17%
CWM
2180
Campbell Wealth Management
Virginia
$231K +$231K +4,930 New
BWP
2181
Baldwin Wealth Partners
Massachusetts
$230K -$130K -2,787 -36%
CJA
2182
C-J Advisory
California
$230K – – –
PIM
2183
Profit Investment Management
Maryland
$230K – – –
CAL
2184
Capital Analysts LLC
Pennsylvania
$229K +$11.9K +254 +5%
AMM
2185
American Money Management
California
$228K – – –
AIA
2186
Alera Investment Advisors
Illinois
$228K +$227K +4,855 New
LPWM
2187
Lake Point Wealth Management
Texas
$228K +$228K +4,861 New
GAB
2188
German American Bancorp
Indiana
$227K +$9.6K +205 +4%
IOOF
2189
Independent Order of Foresters
Ontario, Canada
$227K +$79.6K +1,700 +54%
WCM
2190
Weld Capital Management
New York
$227K +$227K +4,841 New
TIA
2191
Tandem Investment Advisors
South Carolina
$227K +$227K +4,843 New
FNBOO
2192
First National Bank of Omaha
Nebraska
$226K -$10.2K -218 -4%
QPWM
2193
Quadrant Private Wealth Management
Pennsylvania
$226K -$47 -1 -0%
MFW
2194
Meristem Family Wealth
Minnesota
$225K -$82.6K -1,765 -27%
CCP
2195
Cardan Capital Partners
Colorado
$225K – – –
UC
2196
Unio Capital
New Jersey
$225K +$4.68K +100 +2%
DW
2197
Domani Wealth
Pennsylvania
$225K +$21.1K +450 +10%
FAM
2198
Fenimore Asset Management
New York
$223K -$25.3K -541 -10%
SFA
2199
Semmax Financial Advisors
North Carolina
$223K +$222K +4,748 New
DI
2200
DFPG Investments
Utah
$223K +$223K +4,759 New