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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
5176
Apex Wealth Management
New Hampshire
$652K -$239K -1,283 -27%
PCMU
5177
Paragon Capital Management (Utah)
Utah
$651K +$650K +3,491 New
LAMNM
5178
Longview Asset Management (New Mexico)
New Mexico
$651K -$47.1K -253 -7%
CRIG
5179
Charter Research & Investment Group
Connecticut
$651K
LIP
5180
Lynch Investment Planning
Pennsylvania
$651K +$649K +3,489 New
RCM
5181
RMR Capital Management
California
$650K
WW
5182
Wright Wealth
Georgia
$650K +$648K +3,483 New
SJGA
5183
Stephen J. Garry & Associates
New York
$649K +$5.96K +32 +0.9%
QFPS
5184
Quantum Financial Planning Services
Washington
$649K +$248K +1,334 +62%
ADBIC
5185
A.D. Beadell Investment Counsel
Wisconsin
$649K
KFGG
5186
Keystone Financial Group (Georgia)
Georgia
$649K -$558 -3 -0.1%
PFSC
5187
Peoples Financial Services Corp
Pennsylvania
$648K -$239K -1,282 -27%
CWA
5188
Clearview Wealth Advisors
Oregon
$648K -$123K -660 -16%
MSWA
5189
Marshall & Sterling Wealth Advisors
New York
$647K -$311K -1,669 -32%
NEPPG
5190
New England Professional Planning Group
Rhode Island
$647K -$46.5K -250 -7%
BWA
5191
Boulder Wealth Advisors
Colorado
$642K -$56.4K -303 -8%
FSG
5192
Financial Strategies Group
Michigan
$642K +$745 +4 +0.1%
SAM
5193
Sherman Asset Management
California
$640K -$294K -1,577 -31%
FIC
5194
Family Investment Center
Missouri
$639K -$125K -672 -16%
CWA
5195
Continuum Wealth Advisors
New York
$639K -$27.9K -150 -4%
JPT
5196
Jordan Park Trust
New Hampshire
$639K -$84.3K -453 -12%
BIA
5197
Barry Investment Advisors
Massachusetts
$639K -$49.9K -268 -7%
FA
5198
Fullerton Advisors
California
$638K +$636K +3,419 New
VH
5199
VVR Holdings
Washington
$637K +$635K +3,414 New
Dodge & Cox
5200
Dodge & Cox
California
$634K