Name Holding Trade Value Shares
Change
Change in
Stake
MIH
2151
Meitav Investment House
Israel
$350K -$29.3K -1,324 -8%
EWF
2152
Epstein & White Financial
California
$349K -$39K -1,766 -10%
MF
2153
Manchester Financial
California
$348K +$20.3K +918 +6%
SFS
2154
Summit Financial Strategies
Ohio
$348K +$77.2K +3,491 +30%
NEPPG
2155
New England Professional Planning Group
Rhode Island
$347K – – –
V
2156
VeraBank
Texas
$346K -$5.84K -264 -2%
AC
2157
Apella Capital
Connecticut
$345K -$10K -454 -3%
B
2158
Bailard
California
$344K -$82.3K -3,723 -20%
BCM
2159
Breiter Capital Management
Florida
$344K -$41.5K -1,877 -11%
TPW
2160
Tiller Private Wealth
Pennsylvania
$342K -$65.8K -2,974 -17%
VST
2161
Van Strum & Towne
California
$342K +$52.7K +2,383 +19%
PSB
2162
Piscataqua Savings Bank
New Hampshire
$342K +$330K +14,940 New
SRC
2163
Shufro Rose & Co
New York
$341K -$64K -2,893 -16%
MPW
2164
Monterey Private Wealth
California
$341K -$14.3K -646 -4%
HWM
2165
Howard Wealth Management
Connecticut
$341K -$1.46K -66 -0.4%
PMFA
2166
Plante Moran Financial Advisors
Michigan
$340K -$82.2K -3,719 -20%
MAM
2167
MMA Asset Management
Pennsylvania
$340K -$14K -634 -4%
QCIG
2168
Quad-Cities Investment Group
Iowa
$339K -$13.9K -627 -4%
TIM
2169
Thompson Investment Management
Wisconsin
$339K – – –
PWAG
2170
Polaris Wealth Advisory Group
California
$338K -$15.3M -692,153 -98%
SC
2171
Steph & Co
Wisconsin
$338K -$22K -997 -6%
STC
2172
Sarah T. Connolly
$338K – – –
IGGA
2173
Iron Gate Global Advisors
Utah
$338K +$9.2K +416 +3%
HHGA
2174
Halbert Hargrove Global Advisors
California
$337K +$9.38K +424 +3%
FB
2175
First Bancorp
Maine
$337K +$326K +14,733 New