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Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1951
Greylin Investment Management
Virginia
$508K -$25.9K -250 -5%
NAMP
1952
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$507K -$8.28K -80 -2%
WMA
1953
West Michigan Advisors
Michigan
$507K -$2.9K -28 -0.6%
PEA
1954
Park Edge Advisors
Ohio
$506K +$477K +4,608 New
ACA
1955
Ackerman Capital Advisors
Texas
$505K
KP
1956
Keel Point
Alabama
$505K +$92.5K +893 +24%
PSCM
1957
Per Stirling Capital Management
Texas
$505K +$476K +4,598 New
IWM
1958
Integris Wealth Management
California
$503K +$474K +4,581 New
BFG
1959
Barber Financial Group
Kansas
$503K +$1.24K +12 +0.3%
T
1960
TCWP
Ohio
$501K -$214K -2,068 -31%
MCM
1961
Mengis Capital Management
Oregon
$501K
VWM
1962
Valley Wealth Managers
New Jersey
$501K +$2.48K +24 +0.5%
GAM
1963
Gould Asset Management
California
$500K -$3.11K -30 -0.7%
BMC
1964
Beaton Management Company
Massachusetts
$500K +$104 +1 +0%
VCP
1965
Verus Capital Partners
Arizona
$499K -$184K -1,780 -28%
OCM
1966
Osterweis Capital Management
California
$499K -$8.7K -84 -2%
CCT
1967
Capital City Trust
Florida
$499K +$20.7K +200 +5%
AIM
1968
Alhambra Investment Management
Florida
$499K -$1.03K -10 -0.2%
RB
1969
Renasant Bank
Mississippi
$498K -$16.5K -159 -3%
SWA
1970
Sax Wealth Advisors
New Jersey
$498K +$8.59K +83 +2%
KFA
1971
Kelleher Financial Advisors
New York
$497K -$226K -2,180 -32%
FA
1972
Financial Advisors
Massachusetts
$497K -$26.7K -258 -5%
VC
1973
Vicus Capital
Pennsylvania
$496K -$7.35K -71 -2%
CG
1974
Clarus Group
Texas
$495K
NCM
1975
NCM Capital Management
New Jersey
$495K -$10.3K -99 -2%