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Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
3076
Gibraltar Capital Management
Oklahoma
$378K +$25.2K +160 +7%
CCM
3077
Cribstone Capital Management
Maine
$375K -$117K -740 -24%
DWA
3078
Divergent Wealth Advisors
Utah
$375K -$107K -680 -22%
AIA
3079
AIMZ Investment Advisors
California
$375K – – –
DLHL
3080
Donald L. Hagan LLC
Florida
$375K – – –
PMG
3081
Private Management Group
California
$375K – – –
WR
3082
Watson Rebecca
$375K +$6.31K +40 +2%
WCM
3083
Wealthcare Capital Management
Virginia
$375K +$34.7K +220 +10%
CFSG
3084
Community Financial Services Group
Vermont
$372K +$50.4K +320 +16%
HF
3085
Halpern Financial
Virginia
$372K -$6.31K -40 -2%
CCM
3086
Check Capital Management
California
$368K – – –
GIM
3087
Groesbeck Investment Management
New Jersey
$368K – – –
MAS
3088
Managed Account Services
Florida
$365K +$34.7K +220 +11%
FDS
3089
First Dallas Securities
Texas
$365K +$366K +2,320 New
KOMWMG
3090
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$362K -$63.1K -400 -15%
MIM
3091
Montgomery Investment Management
Maryland
$362K – – –
POIA
3092
Pin Oak Investment Advisors
Texas
$362K – – –
SPI
3093
Santori & Peters Inc
Pennsylvania
$362K – – –
SFC
3094
SYM Financial Corp
Indiana
$362K – – –
VST
3095
Van Strum & Towne
California
$362K – – –
ATWA
3096
Arbor Trust Wealth Advisors
Michigan
$359K -$18.9K -120 -5%
HGWM
3097
Horst & Graben Wealth Management
Oregon
$359K – – –
BC
3098
Brio Consultants
California
$359K +$9.46K +60 +3%
PC
3099
Port Capital
Illinois
$359K +$25.2K +160 +8%
JWM
3100
Janiczek Wealth Management
Colorado
$359K +$180K +1,140 +100%
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