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Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
526
Dodge & Cox
California
$762K -$40.6K -300 -4%
SCA
527
Snowden Capital Advisors
New York
$758K +$30.3K +224 +3%
ARC
528
Advisor Resource Council
Texas
$754K +$978K +7,224 New
AWS
529
Arkfeld Wealth Strategies
Nebraska
$751K +$61.7K +456 +7%
FBA
530
Front Barnett Associates
Illinois
$748K
BFA
531
Beacon Financial Advisory
Ohio
$737K -$1.08K -8 -0.1%
RJT
532
Raymond James Trust
Florida
$729K -$82.1K -607 -8%
CTC
533
Central Trust Company
Missouri
$718K -$18.1K -134 -2%
CWA
534
Clearview Wealth Advisors
Oregon
$718K +$41.1K +304 +5%
VBWMG
535
Von Berge Wealth Management Group
California
$710K
CCP
536
Corient Capital Partners
California
$708K -$14.6K -108 -2%
DWM
537
Dakota Wealth Management
Florida
$704K +$7.71K +57 +0.9%
BIAS
538
Beacon Investment Advisory Services
New Jersey
$704K +$128K +943 +16%
MCP
539
Mirador Capital Partners
California
$694K -$3.25K -24 -0.4%
SAM
540
Shell Asset Management
Netherlands
$693K -$272K -2,009 -23%
GPFA
541
Game Plan Financial Advisors
Ohio
$688K -$952K -7,034 -51%
CIM
542
CIM Investment Management
Pennsylvania
$685K -$4.47K -33 -0.5%
I
543
INVST
Indiana
$685K +$655K +4,840 New
FA
544
FDx Advisors
Illinois
$680K +$120K +884 +16%
CT
545
Caldwell Trust
Florida
$663K +$18.3K +135 +2%
HWAM
546
Hennion & Walsh Asset Management
New Jersey
$661K +$29.2K +216 +4%
LFG
547
Larson Financial Group
Missouri
$651K -$15.6K -115 -2%
LSA
548
Leonteq Securities AG
Switzerland
$650K +$516K +3,812 +158%
CA
549
Cetera Advisors
Colorado
$647K -$61.8K -457 -7%
LSV Asset Management
550
LSV Asset Management
Illinois
$647K +$839K +6,200 New