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Name Holding Trade Value Shares
Change
Change in
Stake
CFS
4376
Cannon Financial Strategists
Georgia
$440K
GAM
4377
Garrison Asset Management
Arkansas
$439K -$2.4K -10 -0.5%
RDIA
4378
RE Dickinson Investment Advisors
Iowa
$437K +$24K +100 +6%
DFA
4379
DHJJ Financial Advisors
Illinois
$436K -$1.2K -5 -0.3%
JC
4380
Jentner Corp
Ohio
$436K
Harris Associates
4381
Harris Associates
Illinois
$436K
GWA
4382
Geometric Wealth Advisors
District of Columbia
$435K -$2.4K -10 -0.5%
ACM
4383
Antonetti Capital Management
Florida
$434K -$28.6K -119 -6%
JF
4384
Joule Financial
Kentucky
$434K +$61.9K +258 +17%
RWM
4385
Ruedi Wealth Management
Illinois
$434K +$434K +1,809 New
AFG
4386
Affinia Financial Group
Massachusetts
$434K +$35.8K +149 +9%
AWM
4387
AAF Wealth Management
Massachusetts
$433K -$16.1K -67 -4%
SGA
4388
Seaport Global Advisors
Massachusetts
$432K -$53.5K -223 -11%
TIM
4389
Total Investment Management
Arizona
$431K -$101K -421 -19%
BCM
4390
Bluefin Capital Management
New York
$431K -$64.6M -269,031 -99%
MC
4391
Merlin Capital
Rhode Island
$431K -$6K -25 -1%
LJCM
4392
Lee Johnson Capital Management
Texas
$430K -$4.09M -17,042 -90%
AIA
4393
Armor Investment Advisors
North Carolina
$429K +$197K +822 +85%
SCM
4394
Shapiro Capital Management
Georgia
$428K
EW
4395
Enzi Wealth
Texas
$426K +$11.3K +47 +3%
CFG
4396
Compton Financial Group
Maryland
$426K
R
4397
Rebalance
California
$424K +$424K +1,767 New
GFWA
4398
Grey Fox Wealth Advisors
Delaware
$423K +$423K +1,762 New
FFP
4399
Forbes Financial Planning
Rhode Island
$421K
AFA
4400
Atlas Financial Advisors
California
$420K +$143K +597 +52%