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Name Holding Trade Value Shares
Change
Change in
Stake
FFG
2901
Ford Financial Group
California
$243K -$10.1K -37 -4%
OBWG
2902
Onyx Bridge Wealth Group
New York
$243K +$243K +888 New
RA
2903
Riversedge Advisors
Delaware
$242K – – –
PK
2904
Pflug Koory
Nebraska
$240K -$137K -498 -36%
C1AG
2905
Client 1st Advisory Group
Florida
$240K – – –
TH
2906
TCTC Holdings
Texas
$240K – – –
BST
2907
Bath Savings Trust
Maine
$240K +$6.85K +25 +3%
AFM
2908
Abbot Financial Management
Massachusetts
$238K – – –
CCFCSB
2909
Cape Cod Five Cents Savings Bank
Massachusetts
$238K – – –
IRC
2910
Investors Research Corp
Georgia
$238K – – –
AS
2911
Altshuler Shaham
Israel
$238K +$159K +580 +199%
WCFA
2912
Walkner Condon Financial Advisors
Wisconsin
$236K -$9.32K -34 -4%
PBF
2913
Petix & Botte Financial
California
$236K – – –
RS
2914
Retirement Solution
Washington
$236K +$237K +864 New
DSA
2915
Droms Strauss Advisors
Missouri
$235K +$14.8K +54 +7%
CC
2916
Caxton Corporation
New Jersey
$235K +$236K +860 New
AA
2917
Auxano Advisors
Washington
$234K -$49.3K -180 -17%
LSA
2918
Lion Street Advisors
Texas
$232K -$30.2K -110 -11%
CCM
2919
Cohen Capital Management
California
$232K – – –
Cohen & Steers
2920
Cohen & Steers
New York
$232K – – –
CS
2921
Cannell & Spears
New York
$232K +$3.84K +14 +2%
CANC
2922
Culbertson A N & Co
Virginia
$231K -$93.2K -340 -29%
AWM
2923
Affinity Wealth Management
Delaware
$231K – – –
TCMP
2924
Thrive Capital Management (Pennsylvania)
Pennsylvania
$231K +$231K +844 New
AWM
2925
Accel Wealth Management
Iowa
$231K +$232K +847 New