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Name Holding Trade Value Shares
Change
Change in
Stake
HVIA
2201
Hudson Valley Investment Advisors
New York
$379K – – –
C
2202
Covestor
United Kingdom
$378K -$91.5K -252 -20%
FA
2203
Fortis Advisors
Pennsylvania
$378K – – –
MC
2204
Merlin Capital
Rhode Island
$377K -$57K -157 -13%
CVM
2205
Cheviot Value Management
California
$377K – – –
SBWIC
2206
Schaper Benz & Wise Investment Counsel
Wisconsin
$376K – – –
JWBC
2207
J.W. Burns & Co
New York
$376K +$56.3K +155 +18%
EFMC
2208
Empire Financial Management Company
New York
$376K +$376K +1,034 New
AFA
2209
American Financial Advisors
Georgia
$375K – – –
RFG
2210
Range Financial Group
Oregon
$375K -$24.7K -68 -6%
LAS
2211
LWM Advisory Services
Florida
$373K +$363 +1 +0.1%
BBNB
2212
Baker Boyer National Bank
Washington
$373K -$6.9K -19 -2%
RRCM
2213
Rappaport Reiches Capital Management
Illinois
$372K – – –
PW
2214
Peninsula Wealth
California
$370K +$19.6K +54 +6%
EHWM
2215
Eads & Heald Wealth Management
Georgia
$370K +$38.9K +107 +12%
VCP
2216
Verus Capital Partners
Arizona
$370K -$26.9K -74 -7%
GSC
2217
Grey Street Capital
Illinois
$370K +$369K +1,017 New
FCM
2218
Family Capital Management
Michigan
$369K +$4.72K +13 +1%
KMWM
2219
Keudell/Morrison Wealth Management
Oregon
$369K +$8.35K +23 +2%
BFC
2220
Bedel Financial Consulting
Indiana
$368K – – –
OWA
2221
Opal Wealth Advisors
New York
$367K -$8.72K -24 -2%
SIG
2222
Sargent Investment Group
Maryland
$367K +$20.3K +56 +6%
FCA
2223
FLC Capital Advisors
California
$366K – – –
SVCP
2224
Silicon Valley Capital Partners
California
$365K +$363 +1 +0.1%
VAG
2225
VisionPoint Advisory Group
Texas
$364K +$1.82K +5 +0.5%