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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
2476
Pettinga Financial Advisors
Indiana
$327K +$1.35K +24 +0.4%
WFPG
2477
Waller Financial Planning Group
Ohio
$327K +$28.2K +500 +10%
CWP
2478
Curated Wealth Partners
California
$327K +$317K +5,620 New
PIA
2479
Powell Investment Advisors
Florida
$324K +$1.81K +32 +0.6%
RZH
2480
Relyea Zuckerberg Hanson
Connecticut
$324K +$24.2K +428 +8%
PGA
2481
Portland Global Advisors
Maine
$323K +$64.8K +1,148 +26%
WG
2482
Watchman Group
Texas
$322K -$99.9K -1,770 -24%
Dodge & Cox
2483
Dodge & Cox
California
$320K
SAM
2484
SP Asset Management
California
$320K +$903 +16 +0.3%
RAM
2485
Riggs Asset Management
Pennsylvania
$319K -$3.61M -64,030 -92%
GIP
2486
Greatmark Investment Partners
Georgia
$319K
PO
2487
Private Ocean
California
$319K +$27.1K +481 +10%
TCM
2488
Traynor Capital Management
Pennsylvania
$318K -$17.1K -303 -5%
LCM
2489
LCM Capital Management
Illinois
$318K -$7.34K -130 -2%
BFA
2490
Brendel Financial Advisors
New Hampshire
$318K
RW
2491
REDW Wealth
New Mexico
$318K +$451 +8 +0.1%
KCM
2492
Kendall Capital Management
Maryland
$317K -$37.7K -668 -11%
SIC
2493
Sigma Investment Counselors
Michigan
$317K -$14.1K -249 -4%
FCM
2494
Firestone Capital Management
Florida
$317K
CIA
2495
Compass Ion Advisors
Pennsylvania
$316K -$80K -1,417 -21%
CIAS
2496
CBIZ Investment Advisory Services
Ohio
$316K
NED
2497
Nancy E. Dempze
$315K
QWM
2498
Quaker Wealth Management
New Jersey
$314K +$64.3K +1,139 +27%
HFA
2499
High Falls Advisors
New York
$313K -$51K -904 -14%
HP
2500
HT Partners
Connecticut
$313K -$18.5K -328 -6%