Name Holding Trade Value Shares
Change
Change in
Stake
PS
2526
Planned Solutions
California
$321K – – –
YWM
2527
Yoder Wealth Management
California
$320K +$8.9K +192 +3%
AAM
2528
Augustine Asset Management
Florida
$320K -$7.74K -167 -3%
BWM
2529
Briggs Wealth Management
Connecticut
$319K – – –
NWA
2530
New World Advisors
Massachusetts
$319K -$14.7K -318 -5%
SFP
2531
Sterling Financial Planning
New Jersey
$318K – – –
CAM
2532
Concorde Asset Management
Michigan
$318K -$37.9K -818 -11%
PFM
2533
Patton Fund Management
Texas
$318K +$37.1K +801 +14%
GG
2534
Greenwood Gearhart
Arkansas
$318K +$293K +6,329 New
CMAI
2535
Capital Management Associates Inc
Minnesota
$318K -$17K -367 -5%
KWA
2536
Kondo Wealth Advisors
California
$317K -$22.9K -494 -7%
CB
2537
Centennial Bank
Arkansas
$316K -$10.4K -225 -3%
EAM
2538
Evanson Asset Management
California
$316K +$463 +10 +0.2%
SPW
2539
Sonoma Private Wealth
California
$316K +$1.9K +41 +0.7%
MCM
2540
MontVue Capital Management
Virginia
$316K -$8.25K -178 -3%
BLAM
2541
Bourne Lent Asset Management
New York
$316K – – –
BWG
2542
Berry Wealth Group
Texas
$316K -$26.4K -570 -8%
FNWM
2543
Financial Network Wealth Management
Utah
$315K -$91.5K -1,974 -24%
TIAA Trust, National Association
2544
TIAA Trust, National Association
North Carolina
$314K -$5.04M -108,774 -95%
CTB
2545
Country Trust Bank
Illinois
$313K -$16.1K -348 -5%
FI
2546
Financial Insights
Washington
$313K +$289K +6,237 New
CWM
2547
Connecticut Wealth Management
Connecticut
$313K +$289K +6,237 New
WF
2548
WealthPoint Financial
North Carolina
$313K -$57.4K -1,239 -17%
BSSFA
2549
Baron Silver Stevens Financial Advisors
Florida
$313K +$13.7K +295 +5%
NFA
2550
Northwest Financial Advisors
Virginia
$312K +$3.2K +69 +1%