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Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
1751
Highland Private Wealth Management
Washington
$726K +$33.7K +254 +5%
NBG
1752
Nancy B. Gardiner
$723K – – –
UBG
1753
United Bank (Georgia)
Georgia
$721K -$116K -875 -14%
BL
1754
BFSG LLC
California
$721K +$425K +3,200 +156%
RPA
1755
Rock Point Advisors
Vermont
$720K +$6.91K +52 +1%
CHP
1756
Cable Hill Partners
Oregon
$719K -$11K -83 -2%
CAMG
1757
CWA Asset Management Group
Florida
$718K +$197K +1,485 +39%
PIMJS
1758
PKO Investment Management Joint-Stock
Poland
$717K – – –
LG
1759
Leuthold Group
Minnesota
$714K -$35.6K -268 -5%
WGA
1760
Weather Gauge Advisory
Virginia
$710K -$2.66K -20 -0.4%
KMWM
1761
Keudell/Morrison Wealth Management
Oregon
$710K +$9.96K +75 +1%
PCM
1762
Perritt Capital Management
Illinois
$707K -$146K -1,100 -18%
ZF
1763
Zhang Financial
Michigan
$706K +$266 +2 +0%
Dodge & Cox
1764
Dodge & Cox
California
$705K – – –
CCM
1765
Carlson Capital Management
Minnesota
$705K +$4.78K +36 +0.7%
RTC
1766
Riverview Trust Company
Washington
$700K -$13.6K -102 -2%
PC
1767
Pecaut & Co
Iowa
$699K – – –
FAIM
1768
Financial Advocates Investment Management
Washington
$695K +$32.1K +242 +5%
RIS
1769
Retirement Income Solutions
Michigan
$695K +$40K +301 +6%
MMHP
1770
Murphy Middleton Hinkle & Parker
Georgia
$693K -$16.2K -122 -2%
SCA
1771
Sippican Capital Advisors
Massachusetts
$692K -$9.96K -75 -1%
PWPS
1772
Pinnacle Wealth Planning Services
Ohio
$692K +$161K +1,215 +32%
MWA
1773
Meridian Wealth Advisors
Texas
$690K +$142K +1,072 +27%
SAM
1774
Strategy Asset Managers
California
$689K – – –
FWM
1775
Fairhaven Wealth Management
Illinois
$689K +$15.5K +117 +2%