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Name Holding Trade Value Shares
Change
Change in
Stake
SP
2101
Stonebrook Private
Michigan
$813K +$42.3K +91 +6%
LT
2102
Legacy Trust
Michigan
$813K -$20.9K -45 -3%
MIC
2103
Means Investment Company
Maine
$813K +$13K +28 +2%
ExodusPoint Capital Management
2104
ExodusPoint Capital Management
New York
$813K -$9.44M -20,293 -92%
MWAM
2105
Manhattan West Asset Management
California
$811K -$13.5K -29 -2%
ZF
2106
Zhang Financial
Michigan
$810K +$23.7K +51 +3%
GWM
2107
GSB Wealth Management
Connecticut
$810K – – –
BIM
2108
Baldwin Investment Management
Pennsylvania
$809K – – –
AA
2109
Auxano Advisors
Washington
$804K +$2.79K +6 +0.4%
MKC
2110
M. Kraus & Co
Vermont
$800K – – –
WI
2111
Wedgewood Investors
Pennsylvania
$800K – – –
TCWM
2112
Total Clarity Wealth Management
Illinois
$797K +$6.05K +13 +0.8%
SAM
2113
SignalPoint Asset Management
Missouri
$795K – – –
GCM
2114
Gallacher Capital Management
Colorado
$795K -$79.1K -170 -10%
SIC
2115
Sterling Investment Counsel
New York
$795K +$205K +441 +38%
SIMG
2116
Sonora Investment Management Group
Arizona
$793K -$12.6K -27 -2%
SL
2117
Salomon & Ludwin
Virginia
$793K – – –
Hillsdale Investment Management
2118
Hillsdale Investment Management
Ontario, Canada
$793K +$202K +435 +37%
PSC
2119
Prentiss Smith & Co
Vermont
$793K – – –
BFW
2120
Brady Family Wealth
Missouri
$793K +$23.3K +50 +3%
NRC
2121
New Republic Capital
North Carolina
$790K -$193K -415 -21%
SFO
2122
Stokes Family Office
Louisiana
$790K – – –
BFO
2123
Boston Family Office
Massachusetts
$790K +$116K +250 +19%
OFG
2124
Oxford Financial Group
Indiana
$789K -$318K -683 -30%
MIM
2125
Moseley Investment Management
Florida
$787K +$4.65K +10 +0.6%