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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1476
Berger Financial Group
Minnesota
$625K +$20.7K +199 +3%
DA
1477
Doliver Advisors
Texas
$625K -$74.2K -715 -10%
PJSIMP
1478
P.J. Schmidt Investment Management (PJS)
Wisconsin
$624K -$20.1K -194 -3%
PP
1479
Patten & Patten
Tennessee
$623K +$90.4K +871 +16%
BFC
1480
Bedel Financial Consulting
Indiana
$623K +$13.2K +127 +2%
FC
1481
Fulcrum Capital
Washington
$622K -$171K -1,650 -21%
GC
1482
GFG Capital
Florida
$620K – – –
PWAM
1483
Pinnacle West Asset Management
Wyoming
$619K +$7.78K +75 +1%
PP
1484
PDS Planning
Ohio
$617K +$31.8K +306 +5%
AIA
1485
Alera Investment Advisors
Illinois
$616K +$17.9K +172 +3%
VWA
1486
Visionary Wealth Advisors
Illinois
$616K -$76.1K -733 -11%
FFP
1487
FourThought Financial Partners
Florida
$616K -$48.5K -467 -7%
TFA
1488
Triad Financial Advisors
North Carolina
$615K -$1.97K -19 -0.3%
Giverny Capital
1489
Giverny Capital
Quebec, Canada
$615K -$5.4K -52 -0.8%
NERM
1490
New England Research & Management
Illinois
$614K -$5.19K -50 -0.8%
FIM
1491
Freedom Investment Management
Connecticut
$612K -$68.8K -663 -10%
FFS
1492
Founders Financial Securities
Maryland
$609K +$111K +1,071 +21%
NFA
1493
Northern Financial Advisors
Michigan
$607K +$1.35K +13 +0.2%
LCS
1494
Levin Capital Strategies
New York
$607K – – –
BWM
1495
Blossom Wealth Management
California
$605K +$8.82K +85 +1%
LCM
1496
Landscape Capital Management
New Jersey
$604K -$8.66M -83,401 -93%
KWM
1497
Keebeck Wealth Management
Illinois
$603K +$104 +1 +0%
SWM
1498
Soundmark Wealth Management
Washington
$603K +$8.93K +86 +1%
WP
1499
WMS Partners
Maryland
$602K -$3.01K -29 -0.5%
GWANC
1500
Guardian Wealth Advisors (North Carolina)
North Carolina
$599K +$35.1K +338 +6%