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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
2476
Sovereign Financial Group
Connecticut
$329K +$319K +5,659 New
PFA
2477
Pettinga Financial Advisors
Indiana
$327K +$1.35K +24 +0.4%
WFPG
2478
Waller Financial Planning Group
Ohio
$327K +$28.2K +500 +10%
CWP
2479
Curated Wealth Partners
California
$327K +$317K +5,620 New
PIA
2480
Powell Investment Advisors
Florida
$324K +$1.81K +32 +0.6%
RZH
2481
Relyea Zuckerberg Hanson
Connecticut
$324K +$24.2K +428 +8%
PGA
2482
Portland Global Advisors
Maine
$323K +$64.8K +1,148 +26%
WG
2483
Watchman Group
Texas
$322K -$99.9K -1,770 -24%
Dodge & Cox
2484
Dodge & Cox
California
$320K – – –
SAM
2485
SP Asset Management
California
$320K +$903 +16 +0.3%
RAM
2486
Riggs Asset Management
Pennsylvania
$319K -$3.61M -64,030 -92%
GIP
2487
Greatmark Investment Partners
Georgia
$319K – – –
PO
2488
Private Ocean
California
$319K +$27.1K +481 +10%
TCM
2489
Traynor Capital Management
Pennsylvania
$318K -$17.1K -303 -5%
LCM
2490
LCM Capital Management
Illinois
$318K -$7.34K -130 -2%
BFA
2491
Brendel Financial Advisors
New Hampshire
$318K – – –
RW
2492
REDW Wealth
New Mexico
$318K +$451 +8 +0.1%
KCM
2493
Kendall Capital Management
Maryland
$317K -$37.7K -668 -11%
SIC
2494
Sigma Investment Counselors
Michigan
$317K -$14.1K -249 -4%
FCM
2495
Firestone Capital Management
Florida
$317K – – –
CIA
2496
Compass Ion Advisors
Pennsylvania
$316K -$80K -1,417 -21%
CIAS
2497
CBIZ Investment Advisory Services
Ohio
$316K – – –
NED
2498
Nancy E. Dempze
$315K – – –
QWM
2499
Quaker Wealth Management
New Jersey
$314K +$64.3K +1,139 +27%
HFA
2500
High Falls Advisors
New York
$313K -$51K -904 -14%