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Name Holding Trade Value Shares
Change
Change in
Stake
VFG
2526
Valley Financial Group
Pennsylvania
$225K -$8.09K -309 -3%
GIP
2527
Greatmark Investment Partners
Georgia
$224K +$5.23K +200 +2%
CST
2528
Charles Schwab Trust
Nevada
$224K +$232K +8,848 New
MPCG
2529
Matrix Private Capital Group
New York
$224K -$3.85K -147 -2%
SPI
2530
Sutton Place Investors
New York
$224K +$12.4K +472 +6%
DOA
2531
D'Orazio & Associates
Virginia
$224K +$33.5K +1,281 +17%
SAW
2532
Signal Advisors Wealth
Michigan
$224K +$32.9K +1,258 +17%
MFG
2533
MTM Financial Group
Pennsylvania
$224K – – –
PVM
2534
Palogic Value Management
Texas
$223K – – –
PJSIMP
2535
P.J. Schmidt Investment Management (PJS)
Wisconsin
$223K – – –
HIIFS
2536
Harel Insurance Investments & Financial Services
Israel
$223K +$230K +8,800 New
BFPW
2537
BOK Financial Private Wealth
Colorado
$223K -$133K -5,071 -37%
MPPW
2538
Mitchell & Pahl Private Wealth
Oklahoma
$223K -$2.75K -105 -1%
GPA
2539
Guerra Pan Advisors
New Jersey
$223K – – –
AWA
2540
AGH Wealth Advisors
Kansas
$222K -$5.34K -204 -2%
CFS
2541
Coordinated Financial Services
Colorado
$222K +$25.1K +959 +12%
AG
2542
AmeriFlex Group
Nevada
$222K +$1.65K +63 +0.7%
ECAM
2543
East Coast Asset Management
Massachusetts
$221K – – –
ACM
2544
Advance Capital Management
Michigan
$221K -$12.5K -479 -5%
HWA
2545
HHM Wealth Advisors
Tennessee
$219K -$18.1K -693 -7%
OHWA
2546
Oak Hill Wealth Advisors
Virginia
$219K -$15.6K -595 -6%
HNW
2547
High Note Wealth
Minnesota
$219K +$1.6K +61 +0.7%
BCP
2548
Blue Chip Partners
Michigan
$219K +$226K +8,636 New
TCM
2549
Triumph Capital Management
Colorado
$219K -$43.1K -1,647 -16%
FA
2550
Forefront Analytics
Pennsylvania
$219K -$164K -6,252 -42%