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Name Holding Trade Value Shares
Change
Change in
Stake
NRI
2626
NFP Retirement Inc
California
$219K +$225K +5,082 New
FMB
2627
Field & Main Bank
Kentucky
$218K -$8.86K -200 -4%
FC
2628
Financial Council
Maryland
$218K +$225K +5,078 New
ODFS
2629
O'Donnell Financial Services
California
$218K +$225K +5,078 New
ODIJL
2630
One Day In July LLC
Vermont
$218K +$225K +5,080 New
KOMWMG
2631
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$217K -$239K -5,404 -52%
FCIM
2632
Fairview Capital Investment Management
California
$217K -$97.9K -2,210 -30%
CB
2633
Cooke & Bieler
Pennsylvania
$217K -$55.1K -1,244 -20%
NWA
2634
Navis Wealth Advisors
New York
$217K +$224K +5,050 New
MIM
2635
Merrion Investment Management
New Jersey
$217K +$224K +5,066 New
PP
2636
Patron Partners
Texas
$215K -$29.7K -670 -12%
CA
2637
Centerpoint Advisors
Massachusetts
$215K
FWC
2638
First Washington Corp
Washington
$215K
SSWG
2639
Seven Springs Wealth Group
Tennessee
$215K +$221K +4,995 New
DA
2640
Denali Advisors
California
$215K +$222K +5,000 New
HCM
2641
Harvey Capital Management
Florida
$215K +$222K +5,000 New
WCFA
2642
Walkner Condon Financial Advisors
Wisconsin
$215K +$222K +5,002 New
HA
2643
HC Advisors
Georgia
$214K -$41.6K -938 -16%
NQWM
2644
Northwest Quadrant Wealth Management
Oregon
$214K -$17.3K -391 -7%
TIA
2645
Tandem Investment Advisors
South Carolina
$214K -$5.54K -125 -2%
TFGT
2646
TS Financial Group (TSFG)
Illinois
$214K +$310 +7 +0.1%
FSCM
2647
Front Street Capital Management
Montana
$214K +$220K +4,971 New
3F
2648
360 Financial
Minnesota
$213K +$220K +4,960 New
VC
2649
Veery Capital
Delaware
$213K +$220K +4,960 New
OWA
2650
Outlook Wealth Advisors
Texas
$211K -$10.1K -228 -4%