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Name Holding Trade Value Shares
Change
Change in
Stake
FIA
2701
FNY Investment Advisers
New York
$279K +$285K +3,000 New
TIA
2702
Traphagen Investment Advisors
New Jersey
$279K
OFG
2703
Opulen Financial Group
Virginia
$279K
CWM
2704
CCG Wealth Management
California
$279K +$20.9K +220 +8%
NFG
2705
Northeast Financial Group
Pennsylvania
$276K
RIM
2706
Rockbridge Investment Management
New York
$275K
HWP
2707
Heritage Wealth Partners
Ohio
$275K -$375K -3,940 -57%
MCCA
2708
Mill Creek Capital Advisors
Pennsylvania
$275K -$14.3K -150 -5%
HPC
2709
Hobart Private Capital
North Carolina
$275K +$281K +2,950 New
HFRG
2710
Houlihan Financial Resource Group
Virginia
$275K
WA
2711
WESPAC Advisors
California
$273K -$160K -1,680 -36%
MGWM
2712
Marks Group Wealth Management
Minnesota
$273K
CWM
2713
Concentrum Wealth Management
California
$273K +$23.8K +250 +9%
USB
2714
Union Savings Bank
Connecticut
$273K
IW
2715
Instrumental Wealth
Florida
$273K +$13.3K +140 +6%
RWM
2716
RKL Wealth Management
Pennsylvania
$272K
WCM
2717
Wealthcare Capital Management
Virginia
$272K +$278K +2,920 New
WF
2718
Welch & Forbes
Massachusetts
$271K -$35.2K -370 -11%
FMP
2719
Financial Management Professionals
Texas
$271K -$13.3K -140 -5%
IAS
2720
Investment Advisory Services
Texas
$271K
BHB
2721
Bank Hapoalim BM
Israel
$271K -$698K -7,340 -72%
TF
2722
Tudor Financial
Ohio
$270K +$14.3K +150 +5%
PGAM
2723
Princeton Global Asset Management
New Jersey
$270K +$231K +2,430 +517%
BIA
2724
Bell Investment Advisors
California
$270K +$2.85K +30 +1%
VCP
2725
Vista Capital Partners
Oregon
$270K -$7.61K -80 -3%