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Name Holding Trade Value Shares
Change
Change in
Stake
VBWMG
676
Von Berge Wealth Management Group
California
$280K +$72 +1 +0%
CGL
677
Clarius Group LLC
Washington
$279K -$76.4K -1,059 -21%
TI
678
Truepoint Inc
Ohio
$274K +$291K +4,033 New
SWMP
679
Signature Wealth Management Partners
New Jersey
$273K
KFA
680
Krane Funds Advisors
New York
$273K -$208K -2,885 -42%
SW
681
SVB Wealth
Massachusetts
$273K -$15.9K -220 -5%
CAG
682
Crestwood Advisors Group
Massachusetts
$273K +$45.7K +634 +19%
6F
683
626 Financial
Michigan
$272K +$2.02K +28 +0.7%
CI
684
Conning Inc
Connecticut
$271K -$7.21K -100 -2%
Fisher Asset Management
685
Fisher Asset Management
Washington
$271K +$72.5K +1,005 +34%
OFG
686
Omega Financial Group
California
$267K
DWMG
687
DB Wealth Management Group
California
$266K
CPSAC
688
Chas P. Smith & Associates (CPS)
Florida
$265K
OWA
689
Octavia Wealth Advisors
Ohio
$264K +$865 +12 +0.3%
SCM
690
Shelton Capital Management
Colorado
$264K
GVAG
691
Great Valley Advisor Group
Delaware
$264K -$19.9K -276 -7%
PL
692
Plancorp LLC
Missouri
$262K +$13.3K +184 +5%
DTC
693
Davidson Trust Company
Washington
$262K
CPG
694
Cornerstone Planning Group
New Jersey
$261K -$6.63K -92 -2%
VA
695
Vident Advisory
Georgia
$261K +$277K +3,835 New
MW
696
Marcum Wealth
Ohio
$260K +$35.5K +492 +15%
PVI
697
Pine Valley Investments
New Jersey
$259K +$274K +3,800 New
CCM
698
Check Capital Management
California
$258K +$72 +1 +0%
LWM
699
LJI Wealth Management
Indiana
$258K
APP
700
Avantax Planning Partners
Iowa
$257K -$4.62K -64 -2%