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Name Holding Trade Value Shares
Change
Change in
Stake
LC
2526
Landaas & Company
Wisconsin
$208K +$2.78K +75 +1%
CWP
2527
Curated Wealth Partners
California
$208K -$23.8K -644 -10%
OCM
2528
Objective Capital Management
Ohio
$207K -$1.67K -45 -0.8%
CCM
2529
Crew Capital Management
Ohio
$207K -$19.8K -535 -9%
AIA
2530
AIMZ Investment Advisors
California
$207K -$703 -19 -0.3%
RTC
2531
Riverview Trust Company
Washington
$207K -$97.2K -2,627 -32%
PMFA
2532
Plante Moran Financial Advisors
Michigan
$206K +$1.7K +46 +0.8%
WWG
2533
West Wealth Group
California
$206K -$15.3K -413 -7%
WCF
2534
West Coast Financial
California
$206K -$9.73K -263 -5%
SC
2535
Schubert & Co
Texas
$205K -$12.4K -335 -6%
PCA
2536
Prosperity Capital Advisors
Ohio
$205K +$3.04K +82 +2%
BBA
2537
Braun-Bostich & Associates
Pennsylvania
$205K +$204K +5,507 New
Dodge & Cox
2538
Dodge & Cox
California
$205K
EFG
2539
Everhart Financial Group
Ohio
$204K -$269K -7,281 -57%
BMM
2540
Buffington Mohr McNeal
Idaho
$204K
SFP
2541
Sterling Financial Planning
New Jersey
$204K -$8.96K -242 -4%
GG
2542
GenWealth Group
New Jersey
$204K
NRC
2543
New Republic Capital
North Carolina
$204K +$7.77K +210 +4%
SIAG
2544
Safeguard Investment Advisory Group
California
$204K +$12.1K +327 +6%
Cohen & Steers
2545
Cohen & Steers
New York
$203K -$4.78K -129 -2%
SMA
2546
Seven Mile Advisory
New Jersey
$203K +$202K +5,456 New
LFA
2547
Landmark Financial Advisors
Kentucky
$203K +$814 +22 +0.4%
PWP
2548
Perfromance Wealth Partners
Illinois
$202K +$4.59K +124 +2%
VBWMG
2549
Von Berge Wealth Management Group
California
$202K +$666 +18 +0.3%
MPIA
2550
Mountain Pacific Investment Advisers
Idaho
$202K +$1.41K +38 +0.7%