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Name Holding Trade Value Shares
Change 		Change in
Stake
ROTUOC
1926
Regents of the University of California
California
$782K – – –
ECAM
1927
East Coast Asset Management
Massachusetts
$777K – – –
ACA
1928
Anchor Capital Advisors
Massachusetts
$775K +$42K +304 +5%
BA
1929
Birinyi Associates
Connecticut
$774K +$76.1K +550 +10%
ICM
1930
IMS Capital Management
Oregon
$774K +$449K +3,250 +121%
IP
1931
Intellectus Partners
California
$772K +$189K +1,365 +30%
MS
1932
Mizuho Securities
Japan
$770K +$330K +2,390 +68%
JGIA
1933
Jackson Grant Investment Advisers
Connecticut
$769K +$3.18K +23 +0.4%
JF
1934
JSF Financial
California
$769K +$130K +940 +19%
SAM
1935
Silphium Asset Management
United Kingdom
$768K +$96.8K +700 +13%
FPFS
1936
First Personal Financial Services
North Carolina
$768K -$408K -2,950 -33%
CPIG
1937
Chicago Partners Investment Group
Illinois
$768K +$22K +159 +3%
ARG
1938
Advisory Resource Group
Oklahoma
$761K -$862K -6,233 -52%
PC
1939
PointState Capital
New York
$756K +$802K +5,800 New
BCA
1940
Berman Capital Advisors
Georgia
$754K -$19.6K -142 -2%
BO
1941
Bank OZK
Arkansas
$751K -$10.5K -76 -1%
SIA
1942
Starfire Investment Advisers
Michigan
$751K +$15.9K +115 +2%
PWMAG
1943
Pinnacle Wealth Management Advisory Group
New Jersey
$750K -$20.7K -150 -3%
WWM
1944
Windsor Wealth Management
Indiana
$747K +$22.4K +162 +3%
WPA
1945
West Paces Advisors
Georgia
$745K +$23K +166 +3%
CP
1946
Covenant Partners
Tennessee
$743K -$36.6K -265 -4%
KLI
1947
Kelman-Lazarov Inc
Tennessee
$743K +$691 +5 +0.1%
IAA
1948
Ironsides Asset Advisors
North Carolina
$741K – – –
HIC
1949
Harvey Investment Company
Kentucky
$738K – – –
PB
1950
Pinnacle Bancorp
Nebraska
$738K +$4.42K +32 +0.6%
76 77
78
79 80