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Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
2476
N.E.W. Advisory Services
Wisconsin
$317K +$54.5K +950 +20%
MWM
2477
Merriman Wealth Management
Washington
$316K -$37.8K -659 -10%
SFG
2478
Sather Financial Group
Texas
$316K +$91.8K +1,600 +40%
WFPG
2479
Waller Financial Planning Group
Ohio
$315K – – –
PGA
2480
Portland Global Advisors
Maine
$311K -$57 -1 -0%
SNB
2481
Security National Bank
Nebraska
$311K +$30.2K +527 +10%
HFA
2482
Hoover Financial Advisors
Pennsylvania
$310K +$86.1K +1,500 +37%
AA
2483
Aufman Associates
Pennsylvania
$309K -$8.09K -141 -2%
Dodge & Cox
2484
Dodge & Cox
California
$308K – – –
JWM
2485
JFG Wealth Management
Colorado
$308K +$316K +5,505 New
BFA
2486
Brendel Financial Advisors
New Hampshire
$306K – – –
FCM
2487
Firestone Capital Management
Florida
$306K +$1.15K +20 +0.4%
HFA
2488
High Falls Advisors
New York
$305K +$2.98K +52 +1%
AP
2489
Americana Partners
Texas
$304K -$9.3K -162 -3%
CIAS
2490
CBIZ Investment Advisory Services
Ohio
$304K – – –
FMN
2491
Financial Management Network
California
$304K +$1.38K +24 +0.4%
RIS
2492
Retirement Income Solutions
Michigan
$303K -$42K -731 -12%
PFWA
2493
Paces Ferry Wealth Advisors
Georgia
$303K +$2.18K +38 +0.7%
LAM
2494
L2 Asset Management
Massachusetts
$302K +$85.7K +1,493 +38%
HP
2495
HT Partners
Connecticut
$301K – – –
JFS
2496
JD Financial Services
Pennsylvania
$300K -$24.2K -422 -7%
JIR
2497
James Investment Research
Ohio
$300K -$19.7K -343 -6%
PP
2498
Pegasus Partners
Wisconsin
$299K -$223K -3,880 -42%
NFSG
2499
Newbridge Financial Services Group
Florida
$299K -$61.3K -1,069 -17%
APW
2500
Acima Private Wealth
Virginia
$299K – – –