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Name Holding Trade Value Shares
Change
Change in
Stake
MIS
1001
Morningstar Investment Services
Illinois
$282K +$270K +1,584 New
BTI
1002
Blue Trust Inc
Georgia
$282K +$204K +1,196 +269%
NPA
1003
Nichols & Pratt Advisers
Massachusetts
$280K – – –
ABLA
1004
Alan B. Lancz & Associates
Ohio
$280K +$273K +1,600 New
PSP
1005
Principal Street Partners
Tennessee
$278K – – –
SF
1006
Summit Financial
New Jersey
$276K +$269K +1,576 New
IP
1007
Ignite Planners
California
$274K +$4.1K +24 +2%
AFG
1008
Altiora Financial Group
Ohio
$273K – – –
QAM
1009
Q3 Asset Management
Michigan
$273K +$266K +1,560 New
AFP
1010
Alpha Financial Partners
Kentucky
$272K +$13K +76 +5%
BBA
1011
Baader Bank Aktiengesellschaft
Germany
$272K -$475K -2,784 -63%
VWM
1012
VanWeelden Wealth Management
Ohio
$267K +$820K +4,800 New
RB
1013
Renasant Bank
Mississippi
$266K +$260K +1,520 New
SIM
1014
Sentry Investment Management
Wisconsin
$264K -$52.6K -308 -17%
TCM
1015
Traynor Capital Management
Pennsylvania
$262K +$52.6K +308 +26%
KFC
1016
Klingenstein Fields & Co
New York
$261K – – –
CAM
1017
Claret Asset Management
Quebec, Canada
$261K -$4.1K -24 -2%
BA
1018
Bridgewater Associates
Connecticut
$260K +$254K +1,488 New
PFBT
1019
Parkside Financial Bank & Trust
Missouri
$260K +$8.2K +48 +3%
OC
1020
Oarsman Capital
Wisconsin
$259K -$4.78K -28 -2%
WPW
1021
Waldron Private Wealth
Pennsylvania
$259K -$2.05K -12 -0.8%
PCP
1022
Proficio Capital Partners
Massachusetts
$258K +$7.51K +44 +3%
WCWM
1023
Willow Creek Wealth Management
California
$258K – – –
MW
1024
Marcum Wealth
Ohio
$257K +$9.56K +56 +4%
BTW
1025
Boston Trust Walden
Massachusetts
$256K – – –