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Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
2301
Horst & Graben Wealth Management
Oregon
$341K – – –
WIC
2302
Whitegate Investment Counselors
New Hampshire
$339K – – –
DI
2303
Diligent Investors
California
$339K +$3.02K +52 +0.9%
PCM
2304
Perritt Capital Management
Illinois
$339K +$12K +206 +4%
AA
2305
Aufman Associates
Pennsylvania
$338K -$25.2K -433 -7%
HP
2306
HT Partners
Connecticut
$338K -$21.8K -375 -6%
AFA
2307
American Financial Advisors
Georgia
$337K -$10.5K -180 -3%
OFS
2308
OneAscent Financial Services
Alabama
$336K -$90.9K -1,565 -22%
VWA
2309
VERITY Wealth Advisors
United States
$335K – – –
SL
2310
Savior LLC
Massachusetts
$335K +$465 +8 +0.1%
CWM
2311
Campbell Wealth Management
Virginia
$334K -$6.91K -119 -2%
Wolverine Trading
2312
Wolverine Trading
Illinois
$332K -$441K -7,585 -57%
HH
2313
HWG Holdings
Texas
$332K -$107K -1,833 -25%
FA
2314
Fiducient Advisors
Illinois
$332K – – –
GIP
2315
Greatmark Investment Partners
Georgia
$332K +$116 +2 +0%
PFA
2316
Paradigm Financial Advisors
Missouri
$331K -$59.3K -1,020 -16%
SFS
2317
Summit Financial Strategies
Ohio
$329K +$2.96K +51 +0.9%
MA
2318
Modus Advisors
Minnesota
$328K -$12.1K -209 -4%
Dodge & Cox
2319
Dodge & Cox
California
$327K -$44.2K -760 -12%
TWM
2320
Titus Wealth Management
California
$327K +$53.9K +928 +20%
BFA
2321
Brendel Financial Advisors
New Hampshire
$326K -$3.54K -61 -1%
FCM
2322
Firestone Capital Management
Florida
$324K -$10.5K -180 -3%
WLIM
2323
White Lighthouse Investment Management
Massachusetts
$324K – – –
JHP
2324
James Hambro & Partners
United Kingdom
$324K +$37K +636 +13%
NED
2325
Nancy E. Dempze
$322K – – –