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Name Holding Trade Value Shares
Change
Change in
Stake
CMI
2176
Clare Market Investments
Texas
$298K +$31.2K +254 +11%
EWA
2177
Encompass Wealth Advisors
Oregon
$296K – – –
LFG
2178
Lazard Frères Gestion
France
$295K – – –
RA
2179
Riversedge Advisors
Delaware
$295K – – –
SIC
2180
Shoker Investment Counsel
Ohio
$295K +$614 +5 +0.2%
OL
2181
Optas LLC
Texas
$295K +$17.1K +139 +6%
OWM
2182
Opes Wealth Management
California
$295K +$28.3K +230 +10%
SWIG
2183
Strategic Wealth Investment Group
Kentucky
$294K -$21.1K -172 -6%
SW
2184
SkyOak Wealth
Michigan
$294K – – –
RWI
2185
Red Wave Investments
Pennsylvania
$294K +$2.58K +21 +0.8%
RCC
2186
Red Cedar Capital
Nebraska
$292K – – –
FMN
2187
Financial Management Network
California
$292K +$369 +3 +0.1%
KCM
2188
Kathmere Capital Management
Pennsylvania
$292K +$45.7K +372 +18%
JWA
2189
JFS Wealth Advisors
Pennsylvania
$292K +$67.3K +548 +29%
ZCM
2190
Ziegler Capital Management
Illinois
$291K -$737 -6 -0.2%
BS
2191
Bessemer Securities
New York
$291K – – –
Cohen & Steers
2192
Cohen & Steers
New York
$291K – – –
EFG
2193
Everhart Financial Group
Ohio
$291K +$303K +2,464 New
WRM
2194
Weybosset Research & Management
Rhode Island
$289K -$111K -900 -27%
EIG
2195
Ellenbecker Investment Group
Wisconsin
$289K +$3.81K +31 +1%
WFA
2196
WestHill Financial Advisors
California
$289K +$301K +2,447 New
SEIA
2197
Signature Estate & Investment Advisors
California
$288K +$10.6K +86 +4%
SEP
2198
Southland Equity Partners
Missouri
$288K -$30.8K -251 -9%
BFC
2199
Bedel Financial Consulting
Indiana
$286K -$1.97K -16 -0.7%
GLLW
2200
Graves Light Lenhart Wealth
Virginia
$286K – – –