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Name Holding Trade Value Shares
Change
Change in
Stake
DWA
2501
Delos Wealth Advisors
Texas
$446K – – –
SIA
2502
Sage Investment Advisers
New York
$446K +$457K +3,108 New
AR
2503
Apeiron RIA
Texas
$442K +$13.8K +94 +3%
RCA
2504
Riverview Capital Advisers
Massachusetts
$442K -$735 -5 -0.2%
DIM
2505
Delta Investment Management
California
$442K -$882 -6 -0.2%
Dodge & Cox
2506
Dodge & Cox
California
$441K – – –
DWP
2507
Destiny Wealth Partners
Florida
$441K -$632K -4,303 -59%
GWA
2508
Gratus Wealth Advisors
Virginia
$441K -$150K -1,018 -25%
VWM
2509
Vigil Wealth Management
Florida
$441K +$451K +3,071 New
ME
2510
McIlrath & Eck
Washington
$440K +$5.58K +38 +1%
DCA
2511
DSG Capital Advisors
Minnesota
$440K – – –
CH
2512
Cromwell Holdings
Wyoming
$438K +$176K +1,200 +66%
GKWIM
2513
Gerber Kawasaki Wealth & Investment Management
California
$438K -$59.1K -402 -12%
XWM
2514
Xcel Wealth Management
Florida
$436K +$20.4K +139 +5%
WWA
2515
Wingate Wealth Advisors
Massachusetts
$435K +$89K +606 +25%
S
2516
Sunpointe
Missouri
$435K +$45K +306 +11%
IRP
2517
Investment Research Partners
Pennsylvania
$435K -$1.47K -10 -0.3%
ANC
2518
Ames National Corp
Iowa
$434K -$21.3K -145 -5%
FWI
2519
Facet Wealth Inc
Maryland
$433K +$102K +697 +31%
TGIA
2520
Torrey Growth & Income Advisors
California
$432K +$29.7K +202 +7%
GWM
2521
Gilpin Wealth Management
Colorado
$432K +$442K +3,010 New
CAM
2522
Covenant Asset Management
New Jersey
$432K -$78.5K -534 -15%
PWA
2523
PCG Wealth Advisors
Kansas
$432K -$17.9K -122 -4%
FFG
2524
Frisch Financial Group
New York
$432K -$24.5K -167 -5%
GCM
2525
G2 Capital Management
Ohio
$431K +$1.91K +13 +0.4%