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Name Holding Trade Value Shares
Change 		Change in
Stake
FPTW
2126
Franklin, Parlapiano, Turner & Welch
Texas
$549K +$640 +20 +0.1%
FDS
2127
First Dallas Securities
Texas
$539K -$18.9K -592 -3%
ACS
2128
Archford Capital Strategies
Illinois
$539K -$640 -20 -0.1%
GEM
2129
Global Endowment Management
North Carolina
$536K – – –
AWE
2130
Avidian Wealth Enterprises
Texas
$535K +$118K +3,680 +28%
FPFS
2131
First Personal Financial Services
North Carolina
$531K +$127K +3,960 +31%
MGIA
2132
Moneta Group Investment Advisors
Missouri
$527K -$501K -15,660 -48%
MPMG
2133
Minneapolis Portfolio Management Group
Minnesota
$527K – – –
SRAM
2134
Stone Ridge Asset Management
New York
$527K – – –
TA
2135
Teton Advisors
New York
$527K – – –
CIP
2136
Capital Insight Partners
Arizona
$527K +$537K +16,796 New
PVWM
2137
Point View Wealth Management
New Jersey
$526K +$150K +4,684 +39%
CA
2138
Cortland Associates
Missouri
$522K +$128 +4 +0%
BWM
2139
Baystate Wealth Management
Massachusetts
$522K +$51.7K +1,616 +11%
BC
2140
Barnett & Company
Tennessee
$520K – – –
CCMD
2141
Cypress Capital Management (Delaware)
Delaware
$515K +$25.6K +800 +5%
SSIA
2142
Spero-Smith Investment Advisers
Ohio
$514K – – –
BGA
2143
Belmont Global Advisors
Texas
$512K -$1.21M -37,936 -70%
LFR
2144
Lehman Financial Resources
Pennsylvania
$512K +$56.6K +1,768 +12%
OAJ
2145
Ogorek Anthony Joseph
New York
$509K -$11.5K -360 -2%
NI
2146
NFC Investments
Tennessee
$509K – – –
SFI
2147
SPC Financial Inc
Maryland
$508K +$1.28K +40 +0.2%
LSC
2148
Lesa Sroufe & Co
Washington
$501K +$128K +4,000 +33%
SIA
2149
Starfire Investment Advisers
Michigan
$498K +$44.8K +1,400 +10%
LA
2150
Lucus Advisors
New York
$493K -$39.8K -1,244 -7%
84 85
86
87 88