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Name Holding Trade Value Shares
Change
Change in
Stake
CC
5251
Capstone Capital
Nevada
$682K -$10.5K -51 -1%
T
5252
TrueFG
Texas
$682K -$38.9K -189 -5%
Dodge & Cox
5253
Dodge & Cox
California
$680K
JWM
5254
JHP Wealth Management
Colorado
$679K +$6.37K +31 +0.9%
SC
5255
Steph & Co
Wisconsin
$677K -$152K -740 -18%
SS
5256
Sound Stewardship
Kansas
$677K +$151K +733 +28%
ODA
5257
One Degree Advisors
California
$677K +$137K +667 +24%
SPWM
5258
Schrum Private Wealth Management
Florida
$677K -$26.9K -131 -2%
MFC
5259
Morris Financial Concepts
South Carolina
$677K +$4.11K +20 +0.6%
PSB
5260
Piscataqua Savings Bank
New Hampshire
$676K +$35K +170 +5%
MKW
5261
Mullaney, Keating & Wright
Connecticut
$676K +$2.67K +13 +0.4%
BCM
5262
Bourgeon Capital Management
Connecticut
$675K -$4.93M -23,997 -88%
EA
5263
Evergreen Advisors
Tennessee
$674K +$288K +1,401 +71%
JWBC
5264
John W. Brooker & Co
California
$671K +$235K +1,143 +52%
SFA
5265
Seneca Financial Advisors
New York
$670K +$206 +1 +0%
VWWMG
5266
Vermillion & White Wealth Management Group
Pennsylvania
$670K +$128K +621 +23%
HFA
5267
Hippocratic Financial Advisors
California
$670K +$117K +568 +20%
CWA
5268
Continuum Wealth Advisors
New York
$669K +$20.6K +100 +3%
CA
5269
Claris Advisors
Missouri
$669K -$22.6K -110 -3%
SJGA
5270
Stephen J. Garry & Associates
New York
$668K -$27.6K -134 -4%
KWM
5271
Koa Wealth Management
California
$667K +$270K +1,315 +65%
WIA
5272
Westbourne Investment Advisors
Maryland
$667K +$17.7K +86 +3%
PWA
5273
Peterson Wealth Advisors
Utah
$666K +$21.8K +106 +3%
MVF
5274
Markin Volterra Fund
New York
$665K -$473K -2,300 -41%
DG
5275
Diesslin Group
Texas
$664K +$82.4K +401 +14%