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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
2376
Dimension Capital Management
Florida
$226K
TI
2377
Truepoint Inc
Ohio
$226K +$225K +10,424 New
PIM
2378
Profit Investment Management
Maryland
$225K
HIS
2379
Horizon Investment Services
Indiana
$225K +$10.7K +497 +5%
MHR
2380
Matthew Hamilton Rosenberg
$224K -$70.7K -3,277 -24%
SFG
2381
Sunburst Financial Group
Alabama
$224K -$69.1K -3,205 -24%
FMB
2382
Field & Main Bank
Kentucky
$224K -$7.14K -331 -3%
CPWM
2383
Cypress Point Wealth Management
Texas
$224K +$222K +10,305 New
AWA
2384
Aaron Wealth Advisors
Illinois
$224K +$223K +10,329 New
IDBONY
2385
Israel Discount Bank of New York
New York
$223K
AA
2386
ACT Advisors
North Carolina
$223K +$221K +10,244 New
CF
2387
Clarity Financial
Texas
$223K +$221K +10,254 New
EFG
2388
Everhart Financial Group
Ohio
$223K +$222K +10,282 New
AIM
2389
Alhambra Investment Management
Florida
$222K -$6.3K -292 -3%
OL
2390
Optas LLC
Texas
$221K -$215K -9,952 -50%
RGC
2391
Roberts, Glore & Co
Illinois
$221K
GLA
2392
Great Lakes Advisors
Illinois
$221K +$14.3K +665 +7%
BWM
2393
BCGM Wealth Management
Indiana
$221K +$219K +10,170 New
BWM
2394
Biltmore Wealth Management
Arizona
$219K +$86 +4 +0%
BA
2395
Bridge Advisory
California
$219K +$217K +10,070 New
OTPPB
2396
Ontario Teachers' Pension Plan Board
Ontario, Canada
$217K -$579K -26,860 -73%
SWM
2397
Segment Wealth Management
Texas
$217K -$37.1K -1,721 -15%
AIM
2398
Aspen Investment Management
Michigan
$217K -$2.05K -95 -0.9%
IFS
2399
Ifrah Financial Services
Arkansas
$217K -$1.31K -61 -0.6%
RWM
2400
Reston Wealth Management
Virginia
$217K +$215K +9,982 New