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Name Holding Trade Value Shares
Change
Change in
Stake
LFG
2526
Larson Financial Group
Missouri
$208K -$15.2K -412 -7%
DIM
2527
Delta Investment Management
California
$208K -$179K -4,843 -46%
LC
2528
Landaas & Company
Wisconsin
$208K +$2.78K +75 +1%
CWP
2529
Curated Wealth Partners
California
$208K -$23.8K -644 -10%
OCM
2530
Objective Capital Management
Ohio
$207K -$1.67K -45 -0.8%
CCM
2531
Crew Capital Management
Ohio
$207K -$19.8K -535 -9%
AIA
2532
AIMZ Investment Advisors
California
$207K -$703 -19 -0.3%
RTC
2533
Riverview Trust Company
Washington
$207K -$97.2K -2,627 -32%
PMFA
2534
Plante Moran Financial Advisors
Michigan
$206K +$1.7K +46 +0.8%
WWG
2535
West Wealth Group
California
$206K -$15.3K -413 -7%
WCF
2536
West Coast Financial
California
$206K -$9.73K -263 -5%
SC
2537
Schubert & Co
Texas
$205K -$12.4K -335 -6%
PCA
2538
Prosperity Capital Advisors
Ohio
$205K +$3.04K +82 +2%
BBA
2539
Braun-Bostich & Associates
Pennsylvania
$205K +$204K +5,507 New
Dodge & Cox
2540
Dodge & Cox
California
$205K – – –
EFG
2541
Everhart Financial Group
Ohio
$204K -$269K -7,281 -57%
BMM
2542
Buffington Mohr McNeal
Idaho
$204K – – –
SFP
2543
Sterling Financial Planning
New Jersey
$204K -$8.96K -242 -4%
GG
2544
GenWealth Group
New Jersey
$204K – – –
NRC
2545
New Republic Capital
North Carolina
$204K +$7.77K +210 +4%
SIAG
2546
Safeguard Investment Advisory Group
California
$204K +$12.1K +327 +6%
Cohen & Steers
2547
Cohen & Steers
New York
$203K -$4.78K -129 -2%
SMA
2548
Seven Mile Advisory
New Jersey
$203K +$202K +5,456 New
LFA
2549
Landmark Financial Advisors
Kentucky
$203K +$814 +22 +0.4%
PWP
2550
Perfromance Wealth Partners
Illinois
$202K +$4.59K +124 +2%