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Name Holding Trade Value Shares
Change
Change in
Stake
FDS
2076
First Dallas Securities
Texas
$360K
PAS
2077
Professional Advisory Services
Florida
$360K
COCM
2078
Charter Oak Capital Management
New Hampshire
$360K +$2.46K +20 +0.7%
GTAM
2079
Global Trust Asset Management
Florida
$359K -$246 -2 -0.1%
VHAM
2080
Van Hulzen Asset Management
California
$359K +$32.7K +266 +10%
FC
2081
Financial Consulate
Maryland
$357K +$67.8K +552 +22%
POIA
2082
Pin Oak Investment Advisors
Texas
$356K -$9.58K -78 -3%
RSWM
2083
Robertson Stephens Wealth Management
California
$354K -$88.3K -719 -19%
BB
2084
Bell Bank
North Dakota
$353K
CA
2085
Claro Advisors
Massachusetts
$353K +$16K +130 +5%
IF
2086
Intrua Financial
Texas
$353K +$83.2K +677 +32%
WMA
2087
Wealth Management Associates
New Jersey
$352K +$1.11K +9 +0.3%
SCM
2088
Southport Capital Management
Tennessee
$350K -$512K -4,164 -58%
HIP
2089
HUB Investment Partners
Texas
$350K -$99.1K -807 -21%
ACG
2090
Allen Capital Group
Nebraska
$349K +$4.42K +36 +1%
ARM
2091
Adirondack Research & Management
New York
$348K -$14.7K -120 -4%
AIC
2092
Archer Investment Corporation
Indiana
$348K
PWA
2093
Providence Wealth Advisors
Illinois
$347K -$6.14K -50 -2%
WH
2094
Whitcomb & Hess
Ohio
$347K -$1.72K -14 -0.5%
PIM
2095
Progressive Investment Management
Oregon
$345K +$123K +1,000 +52%
FNBOH
2096
First National Bank of Hutchinson
Kansas
$343K
MC
2097
Mathes Company
New York
$343K
Ninety One (UK)
2098
Ninety One (UK)
United Kingdom
$343K
AWA
2099
Aaron Wealth Advisors
Illinois
$343K +$9.21K +75 +3%
BA
2100
Ballast Advisors
Minnesota
$342K -$26.5K -216 -7%