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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
5276
Professional Financial Advisors
Nebraska
$697K +$11.9K +58 +2%
SRCM
5277
Signature Resources Capital Management
California
$696K +$171K +832 +31%
LWM
5278
Luminvest Wealth Management
Arizona
$696K +$373K +1,813 +109%
CM
5279
Cornerstone Management
Georgia
$696K -$62.1K -302 -8%
KFGG
5280
Keystone Financial Group (Georgia)
Georgia
$696K +$822 +4 +0.1%
OFA
5281
Orographic Financial Advisors
Colorado
$695K +$126K +613 +25%
AFS
5282
AFG Fiduciary Services
Massachusetts
$694K -$2.2M -10,700 -75%
CRIG
5283
Charter Research & Investment Group
Connecticut
$694K -$4.11K -20 -0.6%
NWMG
5284
Nicholson Wealth Management Group
South Carolina
$694K +$16K +78 +2%
AWM
5285
Act Wealth Management
Texas
$693K -$14.4K -70 -2%
TFM
5286
Trademark Financial Management
Minnesota
$690K +$58.4K +284 +9%
PAG
5287
Powers Advisory Group
Illinois
$688K -$79.2K -385 -10%
LG
5288
LaFleur & Godfrey
Michigan
$687K +$86.6K +421 +14%
DWM
5289
Dopkins Wealth Management
New York
$685K -$174K -845 -20%
AWA
5290
Ark Wealth Advisors
California
$684K +$295K +1,436 +72%
LIP
5291
Lynch Investment Planning
Pennsylvania
$683K -$2.67K -13 -0.4%
CC
5292
Capstone Capital
Nevada
$682K -$10.5K -51 -1%
T
5293
TrueFG
Texas
$682K -$38.9K -189 -5%
Dodge & Cox
5294
Dodge & Cox
California
$680K – – –
JWM
5295
JHP Wealth Management
Colorado
$679K +$6.37K +31 +0.9%
SC
5296
Steph & Co
Wisconsin
$677K -$152K -740 -18%
SS
5297
Sound Stewardship
Kansas
$677K +$151K +733 +28%
ODA
5298
One Degree Advisors
California
$677K +$137K +667 +24%
SPWM
5299
Schrum Private Wealth Management
Florida
$677K -$26.9K -131 -2%
MFC
5300
Morris Financial Concepts
South Carolina
$677K +$4.11K +20 +0.6%