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Name Holding Trade Value Shares
Change
Change in
Stake
GF
2701
Gries Financial
Ohio
$693K +$54.8K +1,650 +11%
RC
2702
RBO & Co
California
$692K – – –
SWM
2703
Sugarloaf Wealth Management
Georgia
$692K -$418K -12,590 -43%
BMCM
2704
Bryn Mawr Capital Management
Pennsylvania
$692K -$80.7K -2,430 -13%
CMBA
2705
C.M. Bidwell & Associates
Hawaii
$692K +$344K +10,360 +173%
FBB
2706
Fulton Breakefield Broenniman
Maryland
$691K -$13.3K -400 -2%
AWG
2707
Altus Wealth Group
Colorado
$690K -$8.63K -260 -2%
RPCA
2708
Running Point Capital Advisors
California
$689K +$6.31K +190 +1%
FCB
2709
First Command Bank
Texas
$689K +$25.9K +780 +5%
FCFS
2710
First Command Financial Services
Texas
$689K +$25.9K +780 +5%
MM
2711
MQS Management
New York
$688K +$222K +6,700 +70%
CWA
2712
Consilio Wealth Advisors
Washington
$687K +$21.2K +640 +4%
WWM
2713
Windsor Wealth Management
Indiana
$685K +$86.7K +2,610 +19%
CWA
2714
CJM Wealth Advisers
Virginia
$684K -$94.6K -2,850 -15%
KCM
2715
KLK Capital Management
California
$684K -$18.3K -550 -3%
SIA
2716
SkyView Investment Advisors
New Jersey
$683K -$28.9K -870 -5%
CHA
2717
Cooper/Haims Advisors
New York
$681K -$103K -3,110 -16%
RWA
2718
Rooted Wealth Advisors
Illinois
$680K -$85.7K -2,580 -14%
Truepoint Inc
2719
Truepoint Inc
Ohio
$680K +$4.32K +130 +0.8%
FGA
2720
Fortis Group Advisors
New Jersey
$679K +$3.98K +120 +0.8%
SWM
2721
Salvus Wealth Management
New Jersey
$678K +$15.3K +460 +3%
MC
2722
Merlin Capital
Rhode Island
$678K -$213K -6,420 -29%
EFG
2723
Ethos Financial Group
Pennsylvania
$678K – – –
AFM
2724
Armstrong Fleming & Moore
District of Columbia
$678K +$532K +16,020 New
PCC
2725
Park Circle Company
Maryland
$677K – – –