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Name Holding Trade Value Shares
Change
Change in
Stake
MSR
1876
Main Street Research
Connecticut
$210K +$17.6K +189 +7%
RCM
1877
Raleigh Capital Management
North Carolina
$209K -$5.67K -61 -2%
PSF
1878
Pacific Sun Financial
California
$209K +$929 +10 +0.4%
SWM
1879
SeaCrest Wealth Management
New York
$209K +$28.9K +311 +13%
FA
1880
Fiduciary Alliance
South Carolina
$208K +$255K +2,742 New
RIG
1881
Renaissance Investment Group
Massachusetts
$208K – – –
HWMO
1882
Heritage Wealth Management (Ohio)
Ohio
$207K +$256K +2,750 New
Apella Capital
1883
Apella Capital
Connecticut
$207K -$836 -9 -0.3%
EFG
1884
Everhart Financial Group
Ohio
$207K +$10.7K +115 +4%
FFO
1885
Fortitude Family Office
Arizona
$207K -$2.04K -22 -0.8%
OLVIG
1886
Oliver Lagore Vanvalin Investment Group
Michigan
$205K +$12.9K +139 +5%
CCG
1887
Coastwise Capital Group
California
$205K +$253K +2,722 New
AA
1888
Addison Advisors
Vermont
$205K -$279 -3 -0.1%
FIM
1889
Freedom Investment Management
Connecticut
$205K +$253K +2,717 New
CCG
1890
Ceeto Capital Group
Florida
$204K +$32.5K +350 +15%
Conestoga Capital Advisors
1891
Conestoga Capital Advisors
Pennsylvania
$204K +$14.9K +160 +6%
CB
1892
CNB Bank
Pennsylvania
$204K -$14.9K -160 -6%
WIC
1893
Wilkins Investment Counsel
Massachusetts
$203K – – –
WAL
1894
W Advisors LLC
Tennessee
$203K +$9.48K +102 +4%
WA
1895
Wealthstream Advisors
New York
$203K +$10.2K +110 +4%
ML
1896
McAdam LLC
Pennsylvania
$202K +$10.2K +110 +4%
BWM
1897
Blossom Wealth Management
California
$202K +$43.7K +470 +21%
IP
1898
Investment Partners
Ohio
$201K +$279 +3 +0.1%
CWA
1899
CM Wealth Advisors
Ohio
$201K – – –
TCM
1900
Triumph Capital Management
Colorado
$201K +$247K +2,653 New