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Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
2426
Harel Insurance Investments & Financial Services
Israel
$305K +$266K +2,472 +401%
EWA
2427
Encompass Wealth Advisors
Oregon
$304K -$53.6K -499 -14%
CFA
2428
Capstone Financial Advisors
Illinois
$304K -$52.2K -486 -14%
KSWA
2429
Kathleen S. Wright Associates
Pennsylvania
$304K -$10.7K -100 -3%
WCWM
2430
Willow Creek Wealth Management
California
$303K -$29.1K -271 -8%
MS
2431
Mizuho Securities
Japan
$303K +$311K +2,890 +1,606%
NC
2432
North Capital
Utah
$303K +$330K +3,067 New
RFP
2433
Root Financial Partners
California
$302K +$118K +1,102 +56%
LEA
2434
Legacy Edge Advisors
New York
$302K +$2.79K +26 +0.9%
SIC
2435
Sigma Investment Counselors
Michigan
$302K -$102K -953 -24%
GEA
2436
Glen Eagle Advisors
New Jersey
$302K +$10.9K +101 +3%
GWM
2437
Greenhouse Wealth Management
Connecticut
$302K -$11K -102 -3%
OPWM
2438
Oxinas Partners Wealth Management
Indiana
$302K +$93.8K +873 +40%
BSSFA
2439
Baron Silver Stevens Financial Advisors
Florida
$302K -$1.61K -15 -0.5%
CFO
2440
Custos Family Office
Texas
$302K +$1.5K +14 +0.5%
MCM
2441
Maple Capital Management
Vermont
$302K -$83.9K -781 -20%
JSA
2442
Jim Saulnier & Associates
Colorado
$302K -$4.94K -46 -1%
GCA
2443
Gradient Capital Advisors
California
$301K -$13.6K -127 -4%
SIM
2444
Stratos Investment Management
Ohio
$301K +$46.3K +431 +16%
GWM
2445
GK Wealth Management
Nevada
$300K +$37.1K +345 +13%
MCM
2446
Marathon Capital Management
Maryland
$300K -$8.06K -75 -2%
SFS
2447
Strategic Financial Services
New York
$300K -$4.73K -44 -1%
TCOTS
2448
Trust Company of the South
North Carolina
$300K +$3.33K +31 +1%
FFG
2449
First Financial Group
North Carolina
$299K -$3.87K -36 -1%
CHP
2450
Cable Hill Partners
Oregon
$299K -$93.4K -869 -21%