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Name Holding Trade Value Shares
Change
Change in
Stake
CASB
2651
Cape Ann Savings Bank
Massachusetts
$223K -$117K -2,776 -33%
CAM
2652
Chesapeake Asset Management
New York
$221K +$27.4K +649 +13%
AWA
2653
Alta Wealth Advisors
Massachusetts
$220K -$11.7K -278 -5%
MPW
2654
Monterey Private Wealth
California
$220K +$232K +5,506 New
TC
2655
Trilogy Capital
California
$220K +$24.3K +575 +12%
FWP
2656
Firethorn Wealth Partners
Georgia
$220K -$2.87K -68 -1%
Dodge & Cox
2657
Dodge & Cox
California
$220K
HWA
2658
HHM Wealth Advisors
Tennessee
$220K +$28K +663 +14%
CFP
2659
Cascade Financial Partners
California
$219K +$232K +5,488 New
LA
2660
Lakeside Advisors
Washington
$219K +$28.5K +676 +14%
WFAG
2661
Wescott Financial Advisory Group
Pennsylvania
$219K +$231K +5,483 New
PIA
2662
Pinion Investment Advisors
Kansas
$219K -$30.4K -721 -12%
OIA
2663
Optimum Investment Advisors
Illinois
$219K -$16.9K -400 -7%
WI
2664
Westbourne Investments
Virginia
$219K +$231K +5,471 New
TLFA
2665
True Link Financial Advisors
California
$218K +$230K +5,463 New
EFL
2666
ERn Financial LLC
Wisconsin
$218K -$59.1K -1,402 -20%
TPW
2667
Tiller Private Wealth
Pennsylvania
$218K -$62.5K -1,482 -21%
NAAA
2668
New Age Alpha Advisors
New York
$218K +$230K +5,446 New
CWM
2669
CarsonAllaria Wealth Management
Illinois
$218K -$10.3K -245 -4%
NRC
2670
New Republic Capital
North Carolina
$217K +$27.4K +650 +14%
Loomis, Sayles & Company
2671
Loomis, Sayles & Company
Massachusetts
$217K -$38.7K -918 -14%
RFG
2672
RFP Financial Group
Georgia
$217K +$13.5K +321 +6%
HIA
2673
HTG Investment Advisors
Connecticut
$216K
MME
2674
Meag Munich Ergo
Germany
$216K
CTB
2675
Country Trust Bank
Illinois
$215K -$12.7K -300 -5%