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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1926
Paloma Partners
Connecticut
$506K -$3.31M -27,364 -87%
BW
1927
Biegel & Waller
Maryland
$506K -$18.1K -150 -4%
PAM
1928
Peak Asset Management
Colorado
$506K -$15.7K -130 -3%
RFN
1929
RDA Financial Network
Iowa
$504K -$16.6K -137 -3%
JHCP
1930
Jackson Hole Capital Partners
Oklahoma
$503K +$79.4K +657 +19%
AIM
1931
Advantage Investment Management
Iowa
$502K +$27.9K +231 +6%
SC
1932
SRB Corp
Massachusetts
$501K -$251K -2,074 -34%
SIG
1933
Schaller Investment Group
North Carolina
$501K – – –
MWPCG
1934
Measured Wealth Private Client Group
New Hampshire
$499K -$10.9K -90 -2%
LFA
1935
Legacy Financial Advisors
Kentucky
$499K +$14.8K +122 +3%
GC
1936
Gruss & Co
Florida
$498K – – –
PAS
1937
Professional Advisory Services
Florida
$498K – – –
NPF
1938
Norris Perne & French
Michigan
$498K +$13.9K +115 +3%
CCG
1939
Ceeto Capital Group
Florida
$498K +$484K +4,000 New
NIM
1940
Needham Investment Management
New York
$498K +$484K +4,000 New
NJBEST
1941
New Jersey Better Educational Savings Trust
New Jersey
$498K +$484K +4,000 New
CCM
1942
Compass Capital Management
Minnesota
$495K – – –
LPIC
1943
LeJeune Puetz Investment Counsel
Michigan
$493K +$15.4K +127 +3%
CF
1944
Copperwynd Financial
Arizona
$493K +$16.3K +135 +4%
CCB
1945
Cutter & Co Brokerage
Missouri
$491K +$69.4K +574 +17%
PCMC
1946
Private Capital Management (Colorado)
Colorado
$488K -$53.8K -445 -10%
ARG
1947
Advisory Resource Group
Oklahoma
$488K +$242 +2 +0.1%
MYIA
1948
Mount Yale Investment Advisors
Colorado
$487K -$53.1K -439 -10%
TL
1949
TrueWealth LLC
Georgia
$487K -$20.2K -167 -4%
DIM
1950
DC Investments Management
Virginia
$487K +$226K +1,866 +91%
76 77
78
79 80