Name Holding Trade Value Shares
Change
Change in
Stake
OFG
2426
OmniStar Financial Group
North Carolina
$226K -$25.3K -1,220 -10%
PAM
2427
Private Asset Management
California
$226K +$2.08K +100 +0.9%
EIA
2428
Edgemoor Investment Advisors
Maryland
$226K +$10.2K +490 +5%
HPIA
2429
Hamilton Point Investment Advisors
North Carolina
$225K +$226K +10,880 New
NRI
2430
NFP Retirement Inc
California
$224K +$1.25K +60 +0.6%
SIS
2431
Sound Income Strategies
Florida
$224K +$43.4K +2,090 +24%
ACM
2432
Avalon Capital Management
California
$224K +$224K +10,800 New
NPF
2433
Norris Perne & French
Michigan
$220K – – –
DJSG
2434
D.J. St. Germain
Massachusetts
$220K +$221K +10,640 New
KFP
2435
KB Financial Partners
New Jersey
$219K -$62.5K -3,010 -22%
CIP
2436
Capital Insight Partners
Arizona
$219K -$14.5K -700 -6%
CCMD
2437
Cypress Capital Management (Delaware)
Delaware
$218K -$170K -8,190 -75%
PCMC
2438
Private Capital Management (Colorado)
Colorado
$218K +$208 +10 +0.1%
NGA
2439
Naples Global Advisors
Florida
$218K +$218K +10,520 New
RWA
2440
RGT Wealth Advisors
Texas
$217K -$10.4K -500 -5%
OFW
2441
Omnia Family Wealth
Florida
$215K – – –
QWM
2442
QP Wealth Management
New Jersey
$215K +$216K +10,390 New
WA
2443
WealthTrust Axiom
Pennsylvania
$214K -$2.28K -110 -1%
KBFS
2444
Kohmann Bosshard Financial Services
Ohio
$214K +$214K +10,320 New
PWA
2445
Providence Wealth Advisors
Illinois
$213K – – –
MGWM
2446
Marks Group Wealth Management
Minnesota
$212K -$3.32K -160 -2%
CHJWM
2447
Carlton Hofferkamp & Jenks Wealth Management
Texas
$212K +$143K +6,890 New
TFM
2448
TFC Financial Management
Massachusetts
$211K +$16.8K +810 +9%
BTW
2449
Boston Trust Walden
Massachusetts
$211K +$212K +10,200 New
BC
2450
Brio Consultants
California
$211K +$212K +10,200 New