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Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1726
Shepherd Financial Partners
Massachusetts
$207K +$212K +1,513 New
IB
1727
Intrust Bank
Kansas
$206K -$1.12K -8 -0.5%
WCM
1728
Wisconsin Capital Management
Wisconsin
$206K – – –
HCM
1729
Hollencrest Capital Management
California
$205K -$16.8K -120 -7%
LWA
1730
Lenox Wealth Advisors
New York
$205K – – –
TI
1731
Truehand Inc
New Hampshire
$205K – – –
AIA
1732
Alera Investment Advisors
Illinois
$205K +$208K +1,490 New
AAM
1733
AMI Asset Management
California
$205K +$209K +1,494 New
SWM
1734
Shakespeare Wealth Management
Wisconsin
$204K -$30.1K -215 -13%
CF
1735
Centaurus Financial
California
$204K -$27.1K -194 -12%
SNBOSD
1736
Security National Bank of So Dak
Iowa
$203K -$8.39K -60 -4%
ABTD
1737
Arvest Bank Trust Division
Oklahoma
$203K – – –
BW
1738
Biegel & Waller
Maryland
$203K – – –
Rafferty Asset Management
1739
Rafferty Asset Management
New York
$202K -$9.65K -69 -4%
IFS
1740
Ifrah Financial Services
Arkansas
$202K – – –
JC
1741
Jentner Corp
Ohio
$202K +$419 +3 +0.2%
PV
1742
Private Vista
Illinois
$202K +$9.93K +71 +5%
CIA
1743
CSat Investment Advisory
Michigan
$202K +$28.2K +202 +16%
FHC
1744
First Heartland Consultants
Missouri
$200K -$185K -1,324 -48%
AP
1745
Atwood & Palmer
Missouri
$200K – – –
AP
1746
Arlington Partners
Alabama
$199K -$831K -5,945 -80%
PK
1747
Pflug Koory
Nebraska
$197K +$5.73K +41 +3%
SWA
1748
Sutton Wealth Advisors
Florida
$197K +$31.2K +223 +18%
LB
1749
Legacy Bridge
Iowa
$196K – – –
OIA
1750
Optimum Investment Advisors
Illinois
$192K – – –