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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1626
Anchor Investment Management
South Carolina
$272K -$3.7K -24 -1%
AG
1627
Advocate Group
Minnesota
$272K – – –
CIM
1628
Cambria Investment Management
California
$271K +$269K +1,745 New
3IP
1629
3Chopt Investment Partners
Virginia
$271K -$9.56K -62 -3%
MF
1630
Montis Financial
Massachusetts
$270K +$26.2K +170 +11%
AT
1631
American Trust
Kentucky
$270K +$59.4K +385 +28%
WA
1632
Wealth Architects
California
$270K -$1.23K -8 -0.5%
FCM
1633
Firestone Capital Management
Florida
$269K – – –
HKIMG
1634
Hutchens & Kramer Investment Management Group
Indiana
$269K +$6.17K +40 +2%
WGC
1635
Watts Gwilliam & Co
Arizona
$269K – – –
HIA
1636
Harbor Investment Advisory
Maryland
$268K -$55.8K -362 -17%
B
1637
Bailard
California
$268K +$1.39K +9 +0.5%
CAM
1638
Campion Asset Management
Virginia
$268K -$5.86K -38 -2%
SAM
1639
Secure Asset Management
Michigan
$267K -$1.7K -11 -0.6%
FPWM
1640
FSB Premier Wealth Management
Iowa
$267K -$16.8K -109 -6%
NWAG
1641
Net Worth Advisory Group
Utah
$266K -$468K -3,034 -64%
GBT
1642
Grove Bank & Trust
Florida
$266K – – –
RB
1643
Rodgers Brothers
Pennsylvania
$266K +$617 +4 +0.2%
TCWA
1644
Turtle Creek Wealth Advisors
Texas
$266K +$264K +1,711 New
HIG
1645
Heritage Investment Group
Florida
$265K – – –
EGWAG
1646
Elwood & Goetz Wealth Advisory Group
Georgia
$265K – – –
BC
1647
Barrett & Company
Rhode Island
$265K – – –
FAN
1648
Financial Advisors Network
California
$264K +$154 +1 +0.1%
MCM
1649
Monument Capital Management
Virginia
$264K +$1.39K +9 +0.5%
EWM
1650
Echo Wealth Management
Minnesota
$264K – – –