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Name Holding Trade Value Shares
Change
Change in
Stake
WP
2551
WMS Partners
Maryland
$221K -$172K -4,554 -45%
OCM
2552
Objective Capital Management
Ohio
$221K -$12.7K -338 -6%
ONSWM
2553
Old North State Wealth Management
North Carolina
$221K +$211K +5,593 New
LAM
2554
Lakewood Asset Management
Illinois
$220K +$210K +5,579 New
VBWMG
2555
Von Berge Wealth Management Group
California
$219K -$19.5K -518 -9%
WCM
2556
Windsor Capital Management
Arizona
$219K -$47.7K -1,267 -19%
PWP
2557
Perfromance Wealth Partners
Illinois
$219K -$2.71K -72 -1%
SMA
2558
Sage Mountain Advisors
Georgia
$218K +$209K +5,538 New
CA
2559
Centerpoint Advisors
Massachusetts
$218K +$5.92K +157 +3%
SC
2560
Saturna Capital
Washington
$218K
IIA
2561
Integral Investment Advisors
California
$217K
LC
2562
Landaas & Company
Wisconsin
$217K -$80.9K -2,147 -28%
CA
2563
CGN Advisors
Kansas
$217K -$3.54K -94 -2%
Dodge & Cox
2564
Dodge & Cox
California
$217K
WWG
2565
West Wealth Group
California
$216K +$207K +5,493 New
GG
2566
GenWealth Group
New Jersey
$216K
ACM
2567
Alethea Capital Management
Washington
$216K +$207K +5,489 New
CPC
2568
Consolidated Planning Corp
Georgia
$215K -$2.43M -64,442 -92%
LIM
2569
Lathrop Investment Management
Arkansas
$215K +$113 +3 +0.1%
HHGA
2570
Halbert Hargrove Global Advisors
California
$215K +$206K +5,455 New
BDFN
2571
Bond & Devick Financial Network
Minnesota
$215K -$37.7K -1,000 -15%
RCM
2572
Requisite Capital Management
Texas
$215K -$17.7K -471 -8%
AA
2573
Addison Advisors
Vermont
$215K -$95.8K -2,543 -32%
PMFA
2574
Plante Moran Financial Advisors
Michigan
$215K -$77.4K -2,054 -27%
HIC
2575
Hartline Investment Corp
Illinois
$214K -$321K -8,524 -61%