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Name Holding Trade Value Shares
Change
Change in
Stake
FDW
3801
Fourth Dimension Wealth
Ohio
$287K +$273K +909 New
KFS
3802
Keynote Financial Services
Connecticut
$287K -$7.52K -25 -3%
FWM
3803
Foguth Wealth Management
Michigan
$287K +$18K +60 +7%
MWM
3804
Melfa Wealth Management
Massachusetts
$286K +$1.5K +5 +0.6%
KSWWM
3805
Keyes Stange & Wooten Wealth Management
Florida
$286K -$12K -40 -4%
FFP
3806
Forbes Financial Planning
Rhode Island
$286K
Dodge & Cox
3807
Dodge & Cox
California
$284K
LFASL
3808
Lugano Financial Advisors SA (LFA)
Switzerland
$284K
SC
3809
Schulhoff & Co
Ohio
$284K
GC
3810
Grange Capital
Oregon
$284K +$271K +900 New
DI
3811
DDFG Inc
California
$284K
FCM
3812
FJ Capital Management
Virginia
$283K +$269K +896 New
JLBC
3813
J.L. Bainbridge & Co
Florida
$283K +$8.12K +27 +3%
MSWM
3814
McGlone Suttner Wealth Management
Wisconsin
$282K +$269K +893 New
EA
3815
Eclectic Associates
California
$282K -$16.5K -55 -6%
CFO
3816
Custos Family Office
Texas
$282K +$268K +891 New
LFP
3817
Lakeshore Financial Planning
Michigan
$282K
WP
3818
Wealthspan Partners
Iowa
$281K -$3.91K -13 -1%
SP
3819
SWS Partners
Ohio
$281K +$301 +1 +0.1%
JA
3820
JVL Associates
Michigan
$281K +$267K +888 New
SWM
3821
Stark Wealth Management
Pennsylvania
$281K +$267K +888 New
GWMIA
3822
Global Wealth Management Investment Advisory
Florida
$280K +$43K +143 +19%
XPN
3823
XY Planning Network
Montana
$280K +$266K +885 New
MFS
3824
Madrona Financial Services
Washington
$279K +$3.01K +10 +1%
MP
3825
McDonald Partners
Ohio
$279K -$12K -40 -4%