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Name Holding Trade Value Shares
Change 		Change in
Stake
PGA
1951
Portland Global Advisors
Maine
$366K – – –
WC
1952
Weil Company
California
$366K +$27.9K +225 +8%
SG
1953
StoneX Group
New York
$364K +$9.19K +74 +3%
FFC
1954
First Financial Corp
Indiana
$363K -$64.1K -516 -15%
BHTS
1955
Bar Harbor Trust Services
Maine
$363K – – –
LIM
1956
Loudon Investment Management
New Hampshire
$362K -$42.2K -340 -11%
DCM
1957
Driehaus Capital Management
Illinois
$361K -$390K -3,144 -52%
FIM
1958
Fernwood Investment Management
Massachusetts
$361K – – –
SCM
1959
Southport Capital Management
Tennessee
$361K +$20.2K +163 +6%
ACP
1960
Aviance Capital Partners
Florida
$359K -$62.1K -500 -15%
VNA
1961
Valley National Advisers
Pennsylvania
$359K +$17.4K +140 +5%
BCM
1962
Beddow Capital Management
Wyoming
$357K -$758K -6,110 -68%
AIA
1963
AIMZ Investment Advisors
California
$357K -$12.4K -100 -3%
IWA
1964
Intercontinental Wealth Advisors
Texas
$356K +$43.6K +351 +14%
FC
1965
Financial Consulate
Maryland
$353K – – –
NPPM
1966
North Point Portfolio Managers
Ohio
$351K -$12.4K -100 -3%
LIA
1967
LSP Investment Advisors
New York
$351K – – –
CWM
1968
Confluence Wealth Management
Oregon
$349K +$86.6K +698 +34%
AI
1969
ArchPoint Investors
Florida
$348K -$41.6K -335 -11%
LCM
1970
Lucas Capital Management
New Jersey
$348K +$93.1K +750 +38%
KF
1971
Krilogy Financial
Missouri
$347K -$133K -1,068 -28%
BIA
1972
Barry Investment Advisors
Massachusetts
$346K +$38.7K +312 +13%
CBOR
1973
Community Bank of Raymore
Missouri
$344K -$19.9K -160 -6%
BWA
1974
Burt Wealth Advisors
Maryland
$344K – – –
CHA
1975
Carmichael Hill & Associates
Maryland
$344K – – –
77 78
79
80 81