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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
2276
CVA Family Office
Colorado
$353K +$31.9K +567 +10%
PGWM
2277
Parisi Gray Wealth Management
New Jersey
$352K -$4.33K -77 -1%
BL
2278
Balentine LLC
Georgia
$352K +$101K +1,788 +39%
RICHC
2279
Renaissance Investment Consultants Holding Company
Pennsylvania
$351K -$72.8K -1,294 -17%
MAM
2280
Marotta Asset Management
Virginia
$351K -$34.9K -621 -9%
TC
2281
Tatro Capital
Kentucky
$350K -$56.4K -1,003 -14%
VFP
2282
Verus Financial Partners
Virginia
$350K -$16.7K -296 -4%
CF
2283
Corrigan Financial
Rhode Island
$349K +$113 +2 +0%
RSWM
2284
Robertson Stephens Wealth Management
California
$349K -$258K -4,581 -42%
UWM
2285
USAdvisors Wealth Management
Minnesota
$349K +$356K +6,333 New
NRI
2286
NFP Retirement Inc
California
$349K +$56 +1 +0%
BHWM
2287
Bay Harbor Wealth Management
Maryland
$348K -$37.6K -669 -10%
LA
2288
LexAurum Advisors
Kansas
$348K +$32.9K +585 +10%
RIM
2289
Rockbridge Investment Management
New York
$346K +$353K +6,268 New
TWI
2290
Thomas White International
Illinois
$345K -$1.26M -22,405 -78%
HFA
2291
High Falls Advisors
New York
$345K -$8.78K -156 -2%
GWM
2292
GSB Wealth Management
Connecticut
$345K
Dodge & Cox
2293
Dodge & Cox
California
$345K +$42.8K +760 +14%
SFP
2294
Shepherd Financial Partners
Massachusetts
$344K -$7.76K -138 -2%
IIA
2295
IPG Investment Advisors
California
$343K +$101K +1,795 +41%
CPA
2296
Capital Planning Advisors
California
$343K -$58.1K -1,033 -14%
PIA
2297
Powell Investment Advisors
Florida
$343K +$225 +4 +0.1%
AIM
2298
AIA Investment Management
Singapore
$343K +$106K +1,891 +44%
WAM
2299
Wolverine Asset Management
Illinois
$342K -$42.6K -757 -11%
RWM
2300
RKL Wealth Management
Pennsylvania
$341K -$6.08K -108 -2%