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Name Holding Trade Value Shares
Change
Change in
Stake
IFS
1676
Ifrah Financial Services
Arkansas
$242K – – –
KFGK
1677
Keystone Financial Group (Kentucky)
Kentucky
$242K +$33.4K +196 +15%
TI
1678
Truepoint Inc
Ohio
$240K +$199K +1,166 +398%
PK
1679
Pflug Koory
Nebraska
$239K – – –
AW
1680
Alpha Windward
Massachusetts
$238K -$44.2K -259 -15%
GBBWRPM
1681
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$237K – – –
HC
1682
Hourglass Capital
Texas
$237K – – –
GAMA
1683
Graticule Asia Macro Advisors
New York
$236K +$20.3K +119 +9%
SP
1684
SWS Partners
Ohio
$236K +$222K +1,302 +979%
DWM
1685
Darwin Wealth Management
Florida
$235K +$243K +1,426 New
VCM
1686
Versant Capital Management
Arizona
$234K -$683 -4 -0.3%
SS
1687
Sunbelt Securities
Texas
$234K +$853 +5 +0.4%
ECM
1688
ETrade Capital Management
Virginia
$234K +$15.2K +89 +7%
CPA
1689
Clear Perspective Advisors
Illinois
$233K – – –
VCAM
1690
Van Cleef Asset Management
Ohio
$232K -$7.17K -42 -3%
SGA
1691
Strategic Global Advisors
California
$231K – – –
JLBC
1692
J.L. Bainbridge & Co
Florida
$231K +$239K +1,403 New
DA
1693
DSC Advisors
Illinois
$230K +$8.53K +50 +4%
CISOA
1694
Capital Investment Services of America
Wisconsin
$226K – – –
MMG
1695
Monetary Management Group
Missouri
$226K – – –
PCM
1696
Pointe Capital Management
Michigan
$226K – – –
JCM
1697
Jacobi Capital Management
Pennsylvania
$226K +$85.5K +501 +57%
KM
1698
Kalos Management
Georgia
$226K +$209K +1,222 New
AEPG
1699
American Economic Planning Group
New Jersey
$225K -$102K -595 -30%
TFA
1700
Toth Financial Advisory
Virginia
$225K +$9.21K +54 +4%