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Name Holding Trade Value Shares
Change
Change in
Stake
DIM
2626
Delta Investment Management
California
$216K +$99 +2 +0%
WFA
2627
WMG Financial Advisors
Tennessee
$215K -$149 -3 -0.1%
HFS
2628
Heritage Financial Services
Massachusetts
$215K +$5.5K +111 +3%
OWA
2629
Opal Wealth Advisors
New York
$215K +$12.5K +252 +6%
NRI
2630
NFP Retirement Inc
California
$214K +$214K +4,321 New
GC
2631
GFG Capital
Florida
$214K -$70.7K -1,427 -25%
TNA
2632
True North Advisors
Texas
$214K -$65.3K -1,318 -23%
CFC
2633
Coyle Financial Counsel
Illinois
$214K -$9.91K -200 -4%
CWS
2634
Cypress Wealth Services
California
$214K +$1.93K +39 +0.9%
PM
2635
Penbrook Management
New York
$214K +$214K +4,325 New
GA
2636
Gateway Advisory
New Jersey
$213K +$213K +4,288 New
ACM
2637
Academy Capital Management
Texas
$212K
SSA
2638
South Street Advisors
New York
$212K
FH
2639
FWG Holdings
Florida
$212K +$99 +2 +0%
SNBOSD
2640
Security National Bank of So Dak
Iowa
$211K
SDWIA
2641
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$211K +$211K +4,249 New
SFG
2642
Sather Financial Group
Texas
$211K +$211K +4,250 New
AIA
2643
Avalon Investment & Advisory
Texas
$211K +$211K +4,263 New
ANBT
2644
American National Bank & Trust
Texas
$208K -$230K -4,650 -53%
TPW
2645
TL Private Wealth
Texas
$208K -$2.48K -50 -1%
FMI
2646
F/M Investments
District of Columbia
$208K +$11.7K +237 +6%
FP
2647
Financial Perspectives
Minnesota
$208K +$5.25K +106 +3%
BF
2648
Blankinship & Foster
California
$207K -$23.4K -473 -10%
FCM
2649
Fourpath Capital Management
Oklahoma
$207K +$207K +4,169 New
HP
2650
HT Partners
Connecticut
$206K