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Name Holding Trade Value Shares
Change
Change in
Stake
EFG
2176
Everhart Financial Group
Ohio
$302K -$266K -801 -43%
TC
2177
Titleist Capital
Texas
$300K +$13.9K +42 +4%
SVCP
2178
Silicon Valley Capital Partners
California
$299K +$331 +1 +0.1%
SWAG
2179
Spectrum Wealth Advisory Group
California
$299K +$663 +2 +0.2%
TBA
2180
Tower Bridge Advisors
Pennsylvania
$297K -$15.2K -46 -4%
OWA
2181
Opal Wealth Advisors
New York
$297K -$44.8K -135 -11%
RFN
2182
Redwood Financial Network
Ohio
$297K – – –
XSC
2183
X-Square Capital
Puerto Rico
$296K +$3.65K +11 +1%
HVIA
2184
Hudson Valley Investment Advisors
New York
$296K +$345K +1,042 New
FA
2185
Fortis Advisors
Pennsylvania
$295K -$21.2K -64 -6%
NERM
2186
New England Research & Management
Illinois
$294K -$29.8K -90 -8%
SBWIC
2187
Schaper Benz & Wise Investment Counsel
Wisconsin
$294K – – –
AFA
2188
American Financial Advisors
Georgia
$293K – – –
SCFS
2189
S.C. Financial Services
Arizona
$293K – – –
RCM
2190
Raleigh Capital Management
North Carolina
$293K +$331 +1 +0.1%
RWA
2191
Redhawk Wealth Advisors
Minnesota
$292K -$83.5K -252 -20%
Financial Engines Advisors
2192
Financial Engines Advisors
California
$292K +$15.2K +46 +5%
RRCM
2193
Rappaport Reiches Capital Management
Illinois
$291K -$4.97K -15 -1%
BAM
2194
Berkshire Asset Management
Pennsylvania
$289K +$10.9K +33 +3%
GAM
2195
Gemmer Asset Management
California
$289K +$17.6K +53 +5%
SMA
2196
Sage Mountain Advisors
Georgia
$288K -$64.3K -194 -16%
SAMT
2197
Select Asset Management & Trust
Pennsylvania
$288K – – –
CWM
2198
Connecticut Wealth Management
Connecticut
$287K +$89.8K +271 +37%
LDB
2199
Lee, Danner & Bass
Tennessee
$285K -$8.29K -25 -2%
LWM
2200
Liberty Wealth Management
California
$285K +$332K +1,002 New