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Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1676
Chase Investment Counsel
Virginia
$311K – – –
MSFP
1677
Mark Sheptoff Financial Planning
Connecticut
$307K -$65.4K -623 -16%
CWM
1678
Confluence Wealth Management
Oregon
$305K +$2.31K +22 +0.7%
BHB
1679
Bank Hapoalim BM
Israel
$304K – – –
DOA
1680
D'Orazio & Associates
Virginia
$303K +$48.1K +458 +17%
EGA
1681
E&G Advisors
Texas
$301K -$7.35K -70 -2%
CFS
1682
Commonwealth Financial Services
West Virginia
$301K -$7.04K -67 -2%
TCM
1683
Traynor Capital Management
Pennsylvania
$301K +$328K +3,120 New
PWAG
1684
Polaris Wealth Advisory Group
California
$300K – – –
NAM
1685
Nichols Asset Management
Massachusetts
$295K – – –
CP
1686
Camelot Portfolios
Ohio
$295K +$2.31K +22 +0.7%
KA
1687
KLCM Advisors
Wisconsin
$295K +$321K +3,059 New
BCM
1688
Breithorn Capital Management
New York
$293K – – –
BAAM
1689
Baker Avenue Asset Management
California
$293K +$84.6K +806 +36%
HC
1690
Highmount Capital
New York
$292K – – –
WC
1691
Woodstock Corp
Massachusetts
$292K – – –
FWC
1692
First Washington Corp
Washington
$289K – – –
DWM
1693
Dorchester Wealth Management
Quebec, Canada
$289K +$252K +2,400 New
PWS
1694
Peloton Wealth Strategists
Indiana
$288K – – –
HBWM
1695
Hollow Brook Wealth Management
New York
$287K -$19.8K -189 -6%
GWS
1696
Glassman Wealth Services
Virginia
$284K +$735 +7 +0.2%
AWS
1697
Aris Wealth Services
Pennsylvania
$283K -$105 -1 -0%
BIA
1698
Barry Investment Advisors
Massachusetts
$280K +$8.82K +84 +3%
BFPW
1699
BOK Financial Private Wealth
Colorado
$279K -$105K -1,000 -26%
NPPM
1700
North Point Portfolio Managers
Ohio
$277K – – –
66 67
68
69 70