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Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
851
Dodge & Cox
California
$864K
AGP
852
Autumn Glory Partners
Texas
$859K +$942K +10,970 New
CP
853
Camelot Portfolios
Ohio
$853K +$936K +10,903 New
JF
854
Jump Financial
Illinois
$853K -$1.04M -12,094 -53%
AF
855
Allworth Financial
California
$852K +$104K +1,217 +13%
CCM
856
Coldstream Capital Management
Washington
$851K +$217K +2,523 +30%
EH
857
Equitable Holdings
New York
$850K +$101K +1,178 +12%
OAM
858
Ostrum Asset Management
France
$846K -$6.35K -74 -0.7%
ACL
859
Applied Capital LLC
Florida
$845K -$6.53K -76 -0.7%
EHWM
860
Eads & Heald Wealth Management
Georgia
$845K -$11.7K -136 -1%
FPGT
861
Financial Partners Group (Tennessee)
Tennessee
$842K +$12.5K +146 +1%
PK
862
Pflug Koory
Nebraska
$842K +$220K +2,560 +31%
BJL
863
Brighton Jones LLC
Washington
$841K -$139K -1,623 -13%
PFS
864
Prospera Financial Services
Texas
$835K +$132K +1,542 +17%
WDA
865
Wendell David Associates
New Hampshire
$835K +$53.9K +628 +6%
CTWM
866
Cherry Tree Wealth Management
Minnesota
$834K +$7.99K +93 +0.9%
AIM
867
Acropolis Investment Management
Missouri
$833K +$65.5K +763 +8%
PTC
868
Private Trust Company
Ohio
$831K -$313K -3,645 -26%
MFG
869
MidWestOne Financial Group
Iowa
$830K -$12.4K -145 -1%
CST
870
Charles Schwab Trust
Nevada
$823K +$1.12K +13 +0.1%
CA
871
Cullinan Associates
Kentucky
$822K
GC
872
Grimes & Company
Massachusetts
$817K -$62.4K -727 -7%
TCOT
873
Trust Company of Toledo
Ohio
$817K -$70.3K -819 -7%
IP
874
Ignite Planners
California
$816K +$955K +11,118 New
WI
875
Wahed Invest
New York
$816K +$83.8K +976 +10%