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Name Holding Trade Value Shares
Change
Change in
Stake
LCGC
2626
Legacy Capital Group California
California
$3.54M -$99.3K -982 -3%
WGCA
2627
Wolf Group Capital Advisors
Virginia
$3.53M +$849K +8,395 +42%
SIC
2628
Shoker Investment Counsel
Ohio
$3.53M +$1.05M +10,433 +58%
SIC
2629
Sterling Investment Counsel
New York
$3.53M +$518K +5,121 +22%
ATFA
2630
All Terrain Financial Advisors
Minnesota
$3.53M +$54.6K +540 +2%
AFA
2631
AA Financial Advisors
Ohio
$3.52M -$60.7K -600 -2%
EFG
2632
Ethos Financial Group
Pennsylvania
$3.51M -$976K -9,650 -26%
HFS
2633
Haverford Financial Services
Pennsylvania
$3.51M +$2.87M +28,434 New
KTM
2634
Keeler Thomas Management
Utah
$3.5M -$402K -3,976 -12%
CVA
2635
Central Valley Advisors
California
$3.5M -$296K -2,925 -10%
ODIJL
2636
One Day In July LLC
Vermont
$3.49M +$235K +2,325 +9%
WAG
2637
Winthrop Advisory Group
Massachusetts
$3.49M -$163K -1,613 -5%
SWG
2638
Summit Wealth Group
Vermont
$3.49M +$2.16M +21,360 +310%
APG
2639
Abacus Planning Group
South Carolina
$3.49M +$649K +6,421 +29%
3F
2640
360 Financial
Minnesota
$3.49M -$50.4K -498 -2%
CNWM
2641
Clay Northam Wealth Management
California
$3.49M +$15K +148 +0.5%
CCM
2642
Crew Capital Management
Ohio
$3.49M -$332K -3,284 -10%
TAM
2643
Todd Asset Management
Kentucky
$3.48M
WRPWM
2644
Werba Rubin Papier Wealth Management
California
$3.47M +$529K +5,235 +23%
CIAS
2645
CFS Investment Advisory Services
New Jersey
$3.47M +$324K +3,207 +13%
BA
2646
Bellwether Advisors
Nebraska
$3.47M -$342K -3,386 -11%
VF
2647
VitalStone Financial
Texas
$3.47M +$318K +3,143 +13%
PC
2648
Pecaut & Co
Iowa
$3.47M -$73.4K -726 -3%
LCM
2649
Legato Capital Management
California
$3.46M -$3.03M -30,000 -52%
PWM
2650
Palumbo Wealth Management
New York
$3.45M -$625K -6,186 -18%