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Name Holding Trade Value Shares
Change 		Change in
Stake
NQWM
1951
Northwest Quadrant Wealth Management
Oregon
$229K – – –
SMH
1952
Sanders Morris Harris
Texas
$229K – – –
WCM
1953
Whitener Capital Management
North Carolina
$228K -$10.2K -100 -4%
PTC
1954
Petrus Trust Company
Texas
$228K +$223K +2,176 New
FDS
1955
First Dallas Securities
Texas
$226K -$41.4K -405 -16%
AA
1956
Alesco Advisors
New York
$226K – – –
GIP
1957
Greatmark Investment Partners
Georgia
$226K +$3.07K +30 +1%
WC
1958
Whitney & Co
New York
$225K – – –
TFA
1959
Transamerica Financial Advisors
Florida
$224K -$4.09M -39,984 -95%
JSA
1960
Jacobson & Schmitt Advisors
Wisconsin
$224K -$2.86K -28 -1%
AIS
1961
American Investment Services
Massachusetts
$223K -$7.36K -72 -3%
SFWA
1962
Summit Financial Wealth Advisors
Louisiana
$223K – – –
CG
1963
Corundum Group
Colorado
$220K +$5.52K +54 +3%
SIC
1964
Schwartz Investment Counsel
Michigan
$220K +$215K +2,100 New
HWA
1965
Heritage Way Advisors
Illinois
$220K +$215K +2,101 New
SFSG
1966
Stearns Financial Services Group
North Carolina
$219K -$93.8K -917 -31%
LFG
1967
Larson Financial Group
Missouri
$219K +$214K +2,091 New
DE
1968
Day & Ennis
Georgia
$216K +$2.15K +21 +1%
CGL
1969
Clarius Group LLC
Washington
$215K – – –
AIFS
1970
A&I Financial Services
Colorado
$212K -$39.4K -385 -16%
GC
1971
Grace Capital
Massachusetts
$212K +$2.25K +22 New
BW
1972
Biegel & Waller
Maryland
$212K +$207K +2,025 New
AIA
1973
AIMZ Investment Advisors
California
$210K – – –
CM
1974
Castleark Management
Illinois
$210K – – –
WCM
1975
Wedge Capital Management
North Carolina
$209K +$204K +1,991 New
77 78
79
80 81