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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
1201
Patriot Financial Group Insurance Agency
Massachusetts
$289K +$3.11K +19 +1%
XF
1202
XML Financial
Maryland
$287K -$54.7K -334 -16%
HFM
1203
Harvest Fund Management
China
$286K +$282K +1,719 New
SW
1204
StrongBox Wealth
Missouri
$285K
EWA
1205
EverSource Wealth Advisors
Alabama
$284K +$38.7K +236 +16%
JWCA
1206
J.W. Coons Advisors
Ohio
$283K
IIM
1207
Intact Investment Management
Quebec, Canada
$283K -$541K -3,300 -66%
Dodge & Cox
1208
Dodge & Cox
California
$283K -$41K -250 -13%
WIM
1209
Wittenberg Investment Management
Massachusetts
$282K
CCMG
1210
Clark Capital Management Group
Pennsylvania
$282K +$10.7K +65 +4%
SAM
1211
Strategy Asset Managers
California
$281K -$31.3K -191 -10%
CIAS
1212
Capital Investment Advisory Services
North Carolina
$280K
PWMG
1213
Prestige Wealth Management Group
New Jersey
$280K +$210K +1,280 +318%
CWA
1214
Consilium Wealth Advisory
Texas
$279K +$275K +1,678 New
WCM
1215
Wallace Capital Management
Texas
$278K
RL
1216
Retireful LLC
Michigan
$278K +$274K +1,669 New
DWM
1217
Drive Wealth Management
Utah
$277K +$42.4K +259 +18%
AC
1218
Avestar Capital
New York
$276K +$272K +1,660 New
IPW
1219
Inlet Private Wealth
Florida
$275K
UCB
1220
United Community Bank
South Carolina
$275K
CFP
1221
Catalyst Financial Partners
Massachusetts
$274K +$21K +128 +8%
V
1222
VeraBank
Texas
$273K
CD
1223
Chapin Davis
Maryland
$272K +$268K +1,637 New
BAM
1224
BOS Asset Management
Illinois
$271K -$1.31K -8 -0.5%
GFL
1225
Granite FO LLC
New Hampshire
$271K +$246K +1,500 +3,409%