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Name Holding Trade Value Shares
Change
Change in
Stake
EW
2551
Element Wealth
Mississippi
$222K +$212K +5,625 New
SWP
2552
Summit Wealth Partners
Florida
$221K +$12.2K +324 +6%
WP
2553
WMS Partners
Maryland
$221K -$172K -4,554 -45%
OCM
2554
Objective Capital Management
Ohio
$221K -$12.7K -338 -6%
ONSWM
2555
Old North State Wealth Management
North Carolina
$221K +$211K +5,593 New
LAM
2556
Lakewood Asset Management
Illinois
$220K +$210K +5,579 New
VBWMG
2557
Von Berge Wealth Management Group
California
$219K -$19.5K -518 -9%
WCM
2558
Windsor Capital Management
Arizona
$219K -$47.7K -1,267 -19%
PWP
2559
Perfromance Wealth Partners
Illinois
$219K -$2.71K -72 -1%
SMA
2560
Sage Mountain Advisors
Georgia
$218K +$209K +5,538 New
CA
2561
Centerpoint Advisors
Massachusetts
$218K +$5.92K +157 +3%
SC
2562
Saturna Capital
Washington
$218K – – –
IIA
2563
Integral Investment Advisors
California
$217K – – –
LC
2564
Landaas & Company
Wisconsin
$217K -$80.9K -2,147 -28%
CA
2565
CGN Advisors
Kansas
$217K -$3.54K -94 -2%
Dodge & Cox
2566
Dodge & Cox
California
$217K – – –
WWG
2567
West Wealth Group
California
$216K +$207K +5,493 New
GG
2568
GenWealth Group
New Jersey
$216K – – –
ACM
2569
Alethea Capital Management
Washington
$216K +$207K +5,489 New
CPC
2570
Consolidated Planning Corp
Georgia
$215K -$2.43M -64,442 -92%
LIM
2571
Lathrop Investment Management
Arkansas
$215K +$113 +3 +0.1%
HHGA
2572
Halbert Hargrove Global Advisors
California
$215K +$206K +5,455 New
BDFN
2573
Bond & Devick Financial Network
Minnesota
$215K -$37.7K -1,000 -15%
RCM
2574
Requisite Capital Management
Texas
$215K -$17.7K -471 -8%
AA
2575
Addison Advisors
Vermont
$215K -$95.8K -2,543 -32%