Name Holding Trade Value Shares
Change
Change in
Stake
OFG
2326
OmniStar Financial Group
North Carolina
$243K +$195K +12,160 New
SFG
2327
StrategIQ Financial Group
Indiana
$243K +$195K +12,160 New
FFWA
2328
FRG Family Wealth Advisors
Washington
$242K +$194K +12,080 New
CA
2329
Callahan Advisors
Texas
$242K +$194K +12,120 New
IAA
2330
Ironsides Asset Advisors
North Carolina
$242K +$194K +12,120 New
MIM
2331
MTM Investment Management
South Carolina
$242K +$194K +12,120 New
GI
2332
Gradient Investments
Minnesota
$241K -$13.5K -840 -7%
JHCP
2333
Jackson Hole Capital Partners
Oklahoma
$241K +$193K +12,040 New
BCM
2334
Birch Capital Management
Texas
$240K – – –
JGIA
2335
Jackson Grant Investment Advisers
Connecticut
$240K +$3.21K +200 +2%
AIA
2336
AIMZ Investment Advisors
California
$240K +$192K +12,000 New
SIAG
2337
Signet Investment Advisory Group
Rhode Island
$240K +$192K +12,000 New
WKWM
2338
Walter & Keenan Wealth Management
Indiana
$240K +$192K +12,000 New
SDWMA
2339
Schneider Downs Wealth Management Advisors
Pennsylvania
$239K +$192K +11,960 New
BCM
2340
BTR Capital Management
California
$238K +$191K +11,920 New
CCM
2341
Carlson Capital Management
Minnesota
$237K +$190K +11,840 New
FWI
2342
Facet Wealth Inc
Maryland
$237K +$190K +11,840 New
RCM
2343
RNC Capital Management
California
$236K -$70.5K -4,400 -27%
MF
2344
Montis Financial
Massachusetts
$235K +$189K +11,760 New
MC
2345
Middleton & Co
Massachusetts
$235K +$754K +47,040 New
BBP
2346
Banco BTG Pactual
Brazil
$234K -$987K -61,560 -84%
MWM
2347
Modera Wealth Management
New Jersey
$233K +$187K +11,640 New
LFG
2348
Lazard Frères Gestion
France
$232K -$89.8K -5,600 -29%
DBIA
2349
Dumont & Blake Investment Advisors
New Jersey
$232K +$186K +11,600 New
MIM
2350
Martin Investment Management
Florida
$232K +$186K +11,600 New