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Name Holding Trade Value Shares
Change
Change in
Stake
MTC
3101
McDaniel Terry & Co
Texas
$273K -$218K -980 -45%
WWP
3102
Waypoint Wealth Partners
California
$273K -$22K -99 -8%
TDC
3103
Thompson Davis & Co
Virginia
$272K
AR
3104
Apeiron RIA
Texas
$271K -$45.4K -204 -15%
ODG
3105
O'Dell Group
Ohio
$271K +$223 +1 +0.1%
Dodge & Cox
3106
Dodge & Cox
California
$271K -$122K -550 -31%
CMP
3107
Courage Miller Partners
Virginia
$271K
MSA
3108
McAlister Sweet & Associates
Texas
$271K
MC
3109
Machina Capital
France
$269K +$27.2K +122 +11%
NC
3110
NovaPoint Capital
Georgia
$269K +$1.11K +5 +0.4%
GC
3111
Gibson Capital
Pennsylvania
$268K +$6.23K +28 +2%
BBWP
3112
Beacon Bridge Wealth Partners
Pennsylvania
$266K -$223 -1 -0.1%
MAWA
3113
Moss Adams Wealth Advisors
Washington
$266K -$24.7K -111 -9%
FDS
3114
Freedom Day Solutions
Texas
$265K
FCA
3115
Fortis Capital Advisors
Kansas
$265K -$13.4K -60 -5%
CCG
3116
Coastwise Capital Group
California
$265K -$22.3K -100 -8%
FWA
3117
Freedom Wealth Alliance
Wisconsin
$264K +$7.12K +32 +3%
FA
3118
Faithward Advisors
Pennsylvania
$264K +$254K +1,141 New
CGA
3119
Crescent Grove Advisors
Illinois
$263K -$6.68K -30 -3%
PRWA
3120
Platte River Wealth Advisors
Colorado
$263K
BDFN
3121
Bond & Devick Financial Network
Minnesota
$263K +$259K +1,165 New
GWA
3122
Geometric Wealth Advisors
District of Columbia
$262K
SC
3123
Saturna Capital
Washington
$261K -$82.1K -369 -24%
FWM
3124
Focused Wealth Management
New York
$259K +$45.9K +206 +22%
GA
3125
Gateway Advisory
New Jersey
$259K +$256K +1,148 New