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Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
1076
Lion Street Advisors
Texas
$231K +$95.5K +1,060 +54%
FSA
1077
Financial Sense Advisors
California
$230K – – –
CCB
1078
Country Club Bank
Missouri
$229K +$6.75K +75 +3%
B
1079
Barings
North Carolina
$228K +$272K +3,025 New
LFM
1080
LGT Fund Management
Liechtenstein
$227K -$6.28M -69,775 -96%
WWM
1081
Westwood Wealth Management
California
$227K -$146K -1,625 -35%
CA
1082
Cullinan Associates
Kentucky
$227K – – –
FNBSF
1083
First National Bank Sioux Falls
South Dakota
$227K – – –
CIP
1084
Champlain Investment Partners
Vermont
$227K +$67.5K +750 +33%
AA
1085
Alta Advisers
United Kingdom
$227K +$270K +3,000 New
OPW
1086
Oxler Private Wealth
New York
$227K – – –
SP
1087
Symmetry Partners
Connecticut
$225K -$91K -1,010 -25%
SC
1088
Savant Capital
Illinois
$224K -$15.3K -170 -5%
CHJWM
1089
Carlton Hofferkamp & Jenks Wealth Management
Texas
$224K +$54K +600 +24%
KAM
1090
Knightsbridge Asset Management
California
$221K – – –
BBW
1091
Blue Barn Wealth
Utah
$221K +$40.5K +450 +18%
BG
1092
Bahl & Gaynor
Ohio
$221K +$264K +2,930 New
CPO
1093
Cerity Partners OCIO
New York
$219K +$1.35K +15 +0.5%
DI
1094
DFPG Investments
Utah
$217K +$271K +3,010 New
9WM
1095
9258 Wealth Management
Ohio
$216K -$8.55K -95 -3%
TFS
1096
Thoroughbred Financial Services
Tennessee
$216K – – –
T
1097
TCWP
Ohio
$215K +$10.4K +115 +4%
WIM
1098
WealthPlan Investment Management
Nebraska
$213K +$247K +2,740 New
IB
1099
Intrust Bank
Kansas
$211K -$179K -1,990 -42%
SRG
1100
SBB Research Group
Illinois
$211K +$252K +2,800 New
42 43
44
45 46