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Name Holding Trade Value Shares
Change
Change in
Stake
HIA
4776
HTG Investment Advisors
Connecticut
$666K -$23.2K -133 -4%
NECFA
4777
New England Capital Financial Advisors
Connecticut
$662K -$4.53K -26 -0.7%
PWP
4778
Parkwoods Wealth Partners
New York
$658K +$76.9K +441 +14%
LWM
4779
Latko Wealth Management
Illinois
$658K -$234K -1,341 -28%
GKFF
4780
George Kaiser Family Foundation
Oklahoma
$658K
PGCM
4781
Prescott Group Capital Management
Oklahoma
$658K
BI
4782
Bramshill Investments
Florida
$653K -$115K -661 -16%
ACM
4783
Argyle Capital Management
Pennsylvania
$653K
CRIG
4784
Charter Research & Investment Group
Connecticut
$651K
RCM
4785
RMR Capital Management
California
$651K
KFGG
4786
Keystone Financial Group (Georgia)
Georgia
$650K -$32.2K -185 -5%
ADBIC
4787
A.D. Beadell Investment Counsel
Wisconsin
$649K -$10.3K -59 -2%
RDFA
4788
Ritter Daniher Financial Advisory
Ohio
$648K -$4.88K -28 -0.8%
RW
4789
REDW Wealth
New Mexico
$648K +$68.5K +393 +13%
NA
4790
Nottingham Advisors
New York
$647K -$30.7K -176 -5%
SJGA
4791
Stephen J. Garry & Associates
New York
$644K +$4.71K +27 +0.8%
OFG
4792
Omega Financial Group
California
$635K -$24.2K -139 -4%
Dodge & Cox
4793
Dodge & Cox
California
$634K +$593K +3,400 New
BPC
4794
Bryce Point Capital
New York
$634K -$591K -3,388 -50%
BIA
4795
BHK Investment Advisors
Alabama
$634K +$13.8K +79 +2%
DF
4796
DecisionPoint Financial
Arizona
$633K +$18K +103 +3%
WIA
4797
Westbourne Investment Advisors
Maryland
$631K +$590K +3,383 New
OIS
4798
Okabena Investment Services
Minnesota
$630K +$121K +693 +26%
OLA
4799
Oliver Luxxe Assets
New Jersey
$630K +$257K +1,477 +78%
MKW
4800
Mullaney, Keating & Wright
Connecticut
$627K -$174K -1,000 -23%