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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
4776
CJM Wealth Advisers
Virginia
$677K -$219K -1,254 -26%
Delta Accumulation LLC
4777
Delta Accumulation LLC
California
$673K – – –
LWMNY
4778
Landmark Wealth Management (New York)
New York
$671K -$31.6K -181 -5%
RWP
4779
Ridgeline Wealth Planning
Ohio
$670K +$62.2K +357 +11%
APW
4780
Axim Planning & Wealth
Ohio
$669K +$303K +1,739 +94%
CWA
4781
Continuum Wealth Advisors
New York
$668K +$72.7K +417 +13%
HIA
4782
HTG Investment Advisors
Connecticut
$666K -$23.2K -133 -4%
NECFA
4783
New England Capital Financial Advisors
Connecticut
$662K -$4.53K -26 -0.7%
PWP
4784
Parkwoods Wealth Partners
New York
$658K +$76.9K +441 +14%
LWM
4785
Latko Wealth Management
Illinois
$658K -$234K -1,341 -28%
GKFF
4786
George Kaiser Family Foundation
Oklahoma
$658K – – –
PGCM
4787
Prescott Group Capital Management
Oklahoma
$658K – – –
BI
4788
Bramshill Investments
Florida
$653K -$115K -661 -16%
ACM
4789
Argyle Capital Management
Pennsylvania
$653K – – –
CRIG
4790
Charter Research & Investment Group
Connecticut
$651K – – –
RCM
4791
RMR Capital Management
California
$651K – – –
KFGG
4792
Keystone Financial Group (Georgia)
Georgia
$650K -$32.2K -185 -5%
ADBIC
4793
A.D. Beadell Investment Counsel
Wisconsin
$649K -$10.3K -59 -2%
RDFA
4794
Ritter Daniher Financial Advisory
Ohio
$648K -$4.88K -28 -0.8%
RW
4795
REDW Wealth
New Mexico
$648K +$68.5K +393 +13%
NA
4796
Nottingham Advisors
New York
$647K -$30.7K -176 -5%
SJGA
4797
Stephen J. Garry & Associates
New York
$644K +$4.71K +27 +0.8%
OFG
4798
Omega Financial Group
California
$635K -$24.2K -139 -4%
Dodge & Cox
4799
Dodge & Cox
California
$634K +$593K +3,400 New
BPC
4800
Bryce Point Capital
New York
$634K -$591K -3,388 -50%