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Name Holding Trade Value Shares
Change 		Change in
Stake
DGI
1676
Disciplined Growth Investors
Minnesota
$310K – – –
TCB
1677
Texas Capital Bancshares
Texas
$306K +$42K +480 +18%
SAM
1678
Strategy Asset Managers
California
$305K +$67.3K +770 +32%
GIM
1679
Greystone Investment Management
Ohio
$304K +$43.7K +500 +19%
CAM
1680
ClariVest Asset Management
California
$302K – – –
GC
1681
Garde Capital
Washington
$302K +$23.4K +268 +9%
SIP
1682
Stoneridge Investment Partners
Pennsylvania
$301K +$31.2K +357 +13%
CFP
1683
Cornerstone Financial Partners
North Carolina
$298K -$89K -1,018 -25%
BIM
1684
Barton Investment Management
Pennsylvania
$298K +$91K +1,040 +50%
AC
1685
Alexandria Capital
Virginia
$297K +$87 +1 +0%
SRP
1686
Saddle Road Partners
Nebraska
$296K – – –
SCP
1687
Syntal Capital Partners
Texas
$293K +$23K +263 +9%
AWE
1688
Avidian Wealth Enterprises
Texas
$292K +$19.2K +220 +8%
CG
1689
Colony Group
Massachusetts
$291K -$751K -8,581 -74%
BCM
1690
Breithorn Capital Management
New York
$290K – – –
BWA
1691
Burt Wealth Advisors
Maryland
$290K +$21K +240 +9%
CFA
1692
Capstone Financial Advisors
Illinois
$289K – – –
AIM
1693
Advantage Investment Management
Iowa
$289K +$14.3K +164 +6%
FPB
1694
First PREMIER Bank
South Dakota
$288K – – –
CCB
1695
Cutter & Co Brokerage
Missouri
$287K +$264K +3,013 New
QI
1696
Quotient Investors
New York
$286K -$878K -10,033 -77%
FWC
1697
First Washington Corp
Washington
$286K – – –
IMAS
1698
ID Management A/S
Denmark
$286K +$262K +3,000 New
OWM
1699
Orgel Wealth Management
Wisconsin
$285K +$16.6K +190 +7%
PAMG
1700
Patton Albertson Miller Group
Tennessee
$284K -$11.4K -130 -4%
66 67
68
69 70