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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2651
CarsonAllaria Wealth Management
Illinois
$277K +$9.92K +214 +4%
CWM
2652
Centurion Wealth Management
Virginia
$277K -$2.73K -59 -1%
LCA
2653
Legend Capital Advisors
New York
$277K – – –
LGG
2654
Luts & Greenleigh Group
Maryland
$277K +$19.9K +429 +8%
RPWA
2655
Regent Peak Wealth Advisors
Georgia
$276K +$24.1K +520 +10%
NA
2656
Nottingham Advisors
New York
$276K – – –
Dodge & Cox
2657
Dodge & Cox
California
$276K – – –
PFA
2658
Presper Financial Architects
Ohio
$276K +$255K +5,494 New
APWA
2659
Atlas Private Wealth Advisors
New Jersey
$275K -$95.2K -2,055 -27%
EWM
2660
Elmwood Wealth Management
California
$274K +$1.25K +27 +0.5%
FC
2661
Fusion Capital
South Carolina
$274K +$2.83K +61 +1%
MF
2662
Meridian Financial
Massachusetts
$274K -$57.1K -1,232 -18%
LFGO
2663
Legacy Financial Group (Oklahoma)
Oklahoma
$274K -$7.79K -168 -3%
BW
2664
BostonPremier Wealth
Massachusetts
$274K +$3.24K +70 +1%
HFS
2665
Hughes Financial Services
Virginia
$273K +$13.2K +284 +6%
LCM
2666
LCM Capital Management
Illinois
$273K +$1.72K +37 +0.7%
BCM
2667
Birmingham Capital Management
Alabama
$273K – – –
JIG
2668
Junk Investment Group
Maryland
$273K +$252K +5,431 New
WAM
2669
Winslow Asset Management
Ohio
$272K -$4.63K -100 -2%
NDBT
2670
North Dallas Bank & Trust
Texas
$272K -$55.4K -1,196 -18%
TWML
2671
Todd Wealth Management, LLC
Florida
$272K -$742 -16 -0.3%
W
2672
Wealthquest
Ohio
$271K +$251K +5,408 New
CG
2673
Curat Global
New Hampshire
$271K -$11.1K -240 -4%
WCM
2674
WealthBridge Capital Management
Ohio
$271K +$250K +5,399 New
EPIMS
2675
Evelyn Partners Investment Management Services
$271K -$290K -6,263 -54%