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Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
1726
White Lighthouse Investment Management
Massachusetts
$221K
CCM
1727
Cribstone Capital Management
Maine
$220K -$52.5K -341 -18%
SBA
1728
Secrest Blakey & Associates
North Carolina
$220K -$26K -169 -10%
TI
1729
Truepoint Inc
Ohio
$219K -$44.5K -289 -16%
IB
1730
Intrust Bank
Kansas
$219K -$3.39K -22 -1%
FBT
1731
First Bank & Trust
South Dakota
$218K -$23.2K -151 -9%
BFPW
1732
BOK Financial Private Wealth
Colorado
$218K -$7.85K -51 -3%
MIM
1733
Marco Investment Management
Georgia
$218K
MF
1734
Magnetar Financial
Illinois
$217K -$482K -3,131 -68%
MFG
1735
Magnus Financial Group
New York
$217K -$97.9K -636 -30%
SFS
1736
Summit Financial Strategies
Ohio
$217K -$14.2K -92 -6%
WCA
1737
Westover Capital Advisors
Delaware
$217K
WCM
1738
Wisconsin Capital Management
Wisconsin
$217K +$230K +1,495 New
TI
1739
Truehand Inc
New Hampshire
$216K
AEPG
1740
American Economic Planning Group
New Jersey
$216K +$4.46K +29 +2%
NFG
1741
Nations Financial Group
Iowa
$216K +$10.5K +68 +5%
LWA
1742
Lenox Wealth Advisors
New York
$216K +$24.6K +160 +12%
BCM
1743
Bienville Capital Management
New York
$214K -$70.8K -460 -24%
ABTD
1744
Arvest Bank Trust Division
Oklahoma
$214K -$34.3K -223 -13%
BW
1745
Biegel & Waller
Maryland
$214K -$8.16K -53 -3%
HCM
1746
Hutchinson Capital Management
California
$213K -$16.8K -109 -7%
CSM
1747
CAMG Solamere Management
North Carolina
$213K
IFS
1748
Ifrah Financial Services
Arkansas
$213K
JC
1749
Jentner Corp
Ohio
$213K +$308 +2 +0.1%
KMWM
1750
Keudell/Morrison Wealth Management
Oregon
$211K -$24.5K -159 -9%