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Name Holding Trade Value Shares
Change
Change in
Stake
EFG
1626
Everhart Financial Group
Ohio
$659K +$83.9K +3,327 +14%
BFIC
1627
Bedell Frazier Investment Counselling
California
$657K -$52.4K -2,076 -7%
TCA
1628
Transcend Capital Advisors
New Jersey
$657K -$538K -21,315 -45%
ASC
1629
Atalanta Sosnoff Capital
New York
$655K -$11.2K -444 -2%
PAM
1630
Peak Asset Management
Colorado
$655K
CRI
1631
Colonial River Investments
Virginia
$654K -$378 -15 -0.1%
TCM
1632
Traub Capital Management
Massachusetts
$653K +$50.8K +2,016 +8%
CCA
1633
Childress Capital Advisors
Texas
$653K -$17K -675 -3%
RMA
1634
Roffman Miller Associates
Pennsylvania
$653K +$17.6K +696 +3%
BAM
1635
Brickwood Asset Management
United Kingdom
$652K +$118K +4,670 +22%
WC
1636
Waterloo Capital
Texas
$651K +$34.7K +1,377 +6%
CFP
1637
Cascade Financial Partners
California
$651K -$16.1K -638 -2%
TCBWMS
1638
Texas Capital Bank Wealth Management Services
Texas
$650K +$340K +13,463 +106%
TCM
1639
Telos Capital Management
California
$647K -$7.34K -291 -1%
HIM
1640
Harbour Investment Management
Washington
$647K -$122K -4,840 -16%
WKWM
1641
Walter & Keenan Wealth Management
Indiana
$646K -$217K -8,601 -25%
SMA
1642
Sage Mountain Advisors
Georgia
$646K -$25.5K -1,013 -4%
MFWP
1643
Mosaic Family Wealth Partners
Missouri
$644K -$958 -38 -0.1%
AMBIA
1644
Allen Mooney & Barnes Investment Advisors
Georgia
$643K -$1.59K -63 -0.2%
WA
1645
Waddell & Associates
Tennessee
$643K +$38.6K +1,532 +6%
FFWA
1646
FRG Family Wealth Advisors
Washington
$641K -$2.88K -114 -0.4%
PFGIA
1647
Patriot Financial Group Insurance Agency
Massachusetts
$638K -$316K -12,532 -33%
EFS
1648
Econ Financial Services
Pennsylvania
$637K +$645K +25,590 New
GC
1649
Gilbert & Cook
Iowa
$636K +$6.48K +257 +1%
GWWM
1650
Great Waters Wealth Management
Minnesota
$636K -$2.4K -95 -0.4%