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Name Holding Trade Value Shares
Change
Change in
Stake
PFSC
5201
Peoples Financial Services Corp
Pennsylvania
$648K -$239K -1,282 -27%
CWA
5202
Clearview Wealth Advisors
Oregon
$648K -$123K -660 -16%
MSWA
5203
Marshall & Sterling Wealth Advisors
New York
$647K -$311K -1,669 -32%
NEPPG
5204
New England Professional Planning Group
Rhode Island
$647K -$46.5K -250 -7%
BWA
5205
Boulder Wealth Advisors
Colorado
$642K -$56.4K -303 -8%
FSG
5206
Financial Strategies Group
Michigan
$642K +$745 +4 +0.1%
SAM
5207
Sherman Asset Management
California
$640K -$294K -1,577 -31%
FIC
5208
Family Investment Center
Missouri
$639K -$125K -672 -16%
CWA
5209
Continuum Wealth Advisors
New York
$639K -$27.9K -150 -4%
JPT
5210
Jordan Park Trust
New Hampshire
$639K -$84.3K -453 -12%
BIA
5211
Barry Investment Advisors
Massachusetts
$639K -$49.9K -268 -7%
FA
5212
Fullerton Advisors
California
$638K +$636K +3,419 New
VH
5213
VVR Holdings
Washington
$637K +$635K +3,414 New
Dodge & Cox
5214
Dodge & Cox
California
$634K – – –
NWMG
5215
Nicholson Wealth Management Group
South Carolina
$632K +$14.3K +77 +2%
MCM
5216
Monarch Capital Management
Indiana
$631K +$95.5K +513 +18%
PA
5217
PharVision Advisers
Florida
$631K +$215K +1,155 +52%
OIS
5218
Okabena Investment Services
Minnesota
$630K – – –
LFASL
5219
Lugano Financial Advisors SA (LFA)
Switzerland
$629K +$9.68K +52 +2%
EIA
5220
Eldridge Investment Advisors
New Hampshire
$629K +$123K +660 +24%
MKW
5221
Mullaney, Keating & Wright
Connecticut
$627K – – –
BFG
5222
Baron Financial Group
New Jersey
$627K +$626K +3,362 New
FCG
5223
Financial Connections Group
California
$626K -$53.6K -288 -8%
SWM
5224
Schwallier Wealth Management
Michigan
$625K -$13.4K -72 -2%
GG
5225
GenWealth Group
New Jersey
$624K +$621K +3,335 New