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Name Holding Trade Value Shares
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Change in
Stake
RA
2901
Riversedge Advisors
Delaware
$242K
PK
2902
Pflug Koory
Nebraska
$240K -$137K -498 -36%
C1AG
2903
Client 1st Advisory Group
Florida
$240K
TH
2904
TCTC Holdings
Texas
$240K
BST
2905
Bath Savings Trust
Maine
$240K +$6.85K +25 +3%
AFM
2906
Abbot Financial Management
Massachusetts
$238K
CCFCSB
2907
Cape Cod Five Cents Savings Bank
Massachusetts
$238K
IRC
2908
Investors Research Corp
Georgia
$238K
AS
2909
Altshuler Shaham
Israel
$238K +$159K +580 +199%
WCFA
2910
Walkner Condon Financial Advisors
Wisconsin
$236K -$9.32K -34 -4%
PBF
2911
Petix & Botte Financial
California
$236K
RS
2912
Retirement Solution
Washington
$236K +$237K +864 New
DSA
2913
Droms Strauss Advisors
Missouri
$235K +$14.8K +54 +7%
CC
2914
Caxton Corporation
New Jersey
$235K +$236K +860 New
AA
2915
Auxano Advisors
Washington
$234K -$49.3K -180 -17%
LSA
2916
Lion Street Advisors
Texas
$232K -$30.2K -110 -11%
CCM
2917
Cohen Capital Management
California
$232K
Cohen & Steers
2918
Cohen & Steers
New York
$232K
CS
2919
Cannell & Spears
New York
$232K +$3.84K +14 +2%
CANC
2920
Culbertson A N & Co
Virginia
$231K -$93.2K -340 -29%
AWM
2921
Affinity Wealth Management
Delaware
$231K
TCMP
2922
Thrive Capital Management (Pennsylvania)
Pennsylvania
$231K +$231K +844 New
AWM
2923
Accel Wealth Management
Iowa
$231K +$232K +847 New
GS
2924
Gagnon Securities
New York
$230K
4WM
2925
44 Wealth Management
Oregon
$230K +$231K +843 New