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Name Holding Trade Value Shares
Change
Change in
Stake
CA
5201
Claris Advisors
Missouri
$602K -$31.7K -173 -5%
CCG
5202
Capital CS Group
California
$601K -$507K -2,766 -45%
TC
5203
Town Capital
Maryland
$598K -$272K -1,484 -30%
LIP
5204
Lynch Investment Planning
Pennsylvania
$598K -$11.6K -63 -2%
PFA
5205
Professional Financial Advisors
Nebraska
$597K +$101K +548 +19%
JPT
5206
Jordan Park Trust
New Hampshire
$597K
ACM
5207
Aurdan Capital Management
Pennsylvania
$595K -$33.6K -183 -5%
SF
5208
Steffes Financial
Kansas
$594K -$83.8K -457 -12%
ADBIC
5209
A.D. Beadell Investment Counsel
Wisconsin
$593K -$13.8K -75 -2%
Dodge & Cox
5210
Dodge & Cox
California
$593K
CFCS
5211
CDM Financial Counseling Services
Connecticut
$593K +$66K +360 +12%
NWMG
5212
Nicholson Wealth Management Group
South Carolina
$591K
SVWG
5213
Shared Vision Wealth Group
United States
$591K -$35.4K -193 -5%
LFASL
5214
Lugano Financial Advisors SA (LFA)
Switzerland
$588K
MKW
5215
Mullaney, Keating & Wright
Connecticut
$587K +$734 +4 +0.1%
JWM
5216
JHP Wealth Management
Colorado
$587K +$26.6K +145 +5%
MFC
5217
Morris Financial Concepts
South Carolina
$587K -$48.3K -263 -7%
BFS
5218
Bare Financial Services
Pennsylvania
$585K +$43.1K +235 +8%
FCM
5219
Fieldview Capital Management
Michigan
$584K +$615K +3,351 New
SFA
5220
Seneca Financial Advisors
New York
$584K +$36.7K +200 +6%
MCM
5221
Monarch Capital Management
Indiana
$583K -$8.26K -45 -1%
CA
5222
Corrado Advisors
New Jersey
$582K +$24K +131 +4%
EWA
5223
Elevate Wealth Advisory
Georgia
$578K +$60.4K +329 +11%
JSA
5224
Jim Saulnier & Associates
Colorado
$578K +$119K +649 +24%
JFG
5225
Juno Financial Group
Virginia
$576K -$917 -5 -0.2%