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Name Holding Trade Value Shares
Change
Change in
Stake
BTI
1376
Blue Trust Inc
Georgia
$229K +$37K +525 +18%
GF
1377
Gries Financial
Ohio
$229K +$28K +397 +13%
FSA
1378
Financial Sense Advisors
California
$229K -$25.5K -362 -10%
PA
1379
PharVision Advisers
Florida
$228K +$240K +3,403 New
WKWM
1380
Walter & Keenan Wealth Management
Indiana
$227K -$11.8K -167 -5%
NFP
1381
Narus Financial Partners
Utah
$227K +$11.3K +160 +5%
AWA
1382
AGH Wealth Advisors
Kansas
$226K -$9.09K -129 -4%
PFM
1383
Patton Fund Management
Texas
$226K
JIP
1384
Jaffetilchin Investment Partners
Florida
$226K -$4.79K -68 -2%
CH
1385
Cromwell Holdings
Wyoming
$226K
CLOS
1386
Compagnie Lombard Odier SCmA
Switzerland
$225K -$634 -9 -0.3%
FBB
1387
Fulton Breakefield Broenniman
Maryland
$225K +$32.4K +460 +16%
LWL
1388
Leo Wealth LLC
Texas
$224K -$21.6K -306 -8%
HTIM
1389
Harbour Trust & Investment Management
Indiana
$223K -$10.6K -150 -4%
FBFS
1390
First Business Financial Services
Wisconsin
$222K -$6.34K -90 -3%
Financial Engines Advisors
1391
Financial Engines Advisors
California
$222K +$24K +340 +11%
SMA
1392
Seven Mile Advisory
New Jersey
$222K +$233K +3,304 New
CAM
1393
Concorde Asset Management
Michigan
$222K +$229K +3,247 New
PHAM
1394
Palisades Hudson Asset Management
Florida
$221K
CPBTD
1395
Central Pacific Bank - Trust Division
Hawaii
$221K +$13.4K +190 +6%
BWM
1396
BankPlus Wealth Management
Mississippi
$220K +$5.15K +73 +2%
FUBT
1397
First United Bank & Trust
Maryland
$220K +$52.5K +745 +29%
SA
1398
SRH Advisors
Kansas
$220K -$80.4K -1,140 -26%
AI
1399
Accredited Investors
Minnesota
$220K
PFSC
1400
Peoples Financial Services Corp
Pennsylvania
$220K -$10.6K -150 -4%