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Name Holding Trade Value Shares
Change
Change in
Stake
JPT
5226
Jordan Park Trust
New Hampshire
$597K – – –
ACM
5227
Aurdan Capital Management
Pennsylvania
$595K -$33.6K -183 -5%
SF
5228
Steffes Financial
Kansas
$594K -$83.8K -457 -12%
ADBIC
5229
A.D. Beadell Investment Counsel
Wisconsin
$593K -$13.8K -75 -2%
Dodge & Cox
5230
Dodge & Cox
California
$593K – – –
CFCS
5231
CDM Financial Counseling Services
Connecticut
$593K +$66K +360 +12%
NWMG
5232
Nicholson Wealth Management Group
South Carolina
$591K – – –
SVWG
5233
Shared Vision Wealth Group
United States
$591K -$35.4K -193 -5%
LFASL
5234
Lugano Financial Advisors SA (LFA)
Switzerland
$588K – – –
MKW
5235
Mullaney, Keating & Wright
Connecticut
$587K +$734 +4 +0.1%
JWM
5236
JHP Wealth Management
Colorado
$587K +$26.6K +145 +5%
MFC
5237
Morris Financial Concepts
South Carolina
$587K -$48.3K -263 -7%
BFS
5238
Bare Financial Services
Pennsylvania
$585K +$43.1K +235 +8%
FCM
5239
Fieldview Capital Management
Michigan
$584K +$615K +3,351 New
LA
5240
Layline Advisors
New York
$584K +$614K +3,349 New
SFA
5241
Seneca Financial Advisors
New York
$584K +$36.7K +200 +6%
MCM
5242
Monarch Capital Management
Indiana
$583K -$8.26K -45 -1%
CA
5243
Corrado Advisors
New Jersey
$582K +$24K +131 +4%
EWA
5244
Elevate Wealth Advisory
Georgia
$578K +$60.4K +329 +11%
JSA
5245
Jim Saulnier & Associates
Colorado
$578K +$119K +649 +24%
JFG
5246
Juno Financial Group
Virginia
$576K -$917 -5 -0.2%
BFS
5247
Boyer Financial Services
California
$576K -$182K -990 -23%
RFS
5248
Retirement Financial Solutions
Tennessee
$572K +$22.2K +121 +4%
APW
5249
Axim Planning & Wealth
Ohio
$572K -$111K -607 -16%
UWM
5250
USAdvisors Wealth Management
Minnesota
$570K +$64.6K +352 +11%