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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1701
Capital Counsel
New York
$579K +$409K +2,744 +206%
FAG
1702
Financial Advisory Group
Texas
$576K +$448 +3 +0.1%
MC
1703
Matisse Capital
Oregon
$575K – – –
BEAM
1704
Baker Ellis Asset Management
Washington
$571K +$62.4K +418 +12%
WRM
1705
Westport Resources Management
Connecticut
$568K -$1.01M -6,796 -63%
MAM
1706
Mastrapasqua Asset Management
Tennessee
$568K +$4.77K +32 +0.8%
TFF
1707
The Family Firm
Maryland
$568K +$5.52K +37 +0.9%
TCB
1708
Texas Capital Bancshares
Texas
$565K -$597 -4 -0.1%
BIM
1709
Bridgecreek Investment Management
Oklahoma
$559K – – –
GBA
1710
Garrison Bradford & Associates
New York
$556K – – –
AWA
1711
AmeriServ Wealth Advisors
Pennsylvania
$553K -$14K -94 -2%
CCM
1712
Canal Capital Management
Virginia
$548K +$2.54K +17 +0.4%
FCMC
1713
Founders Capital Management (Connecticut)
Connecticut
$541K +$746 +5 +0.1%
WCM
1714
Weik Capital Management
Pennsylvania
$541K +$24K +161 +4%
LI
1715
Lafayette Investments
Maryland
$538K – – –
PCM
1716
Pointe Capital Management
Michigan
$537K -$62.2K -417 -10%
HS
1717
Horan Securities
United States
$535K – – –
JFA
1718
Johanson Financial Advisors
California
$534K -$10.3K -69 -2%
AIA
1719
AIMZ Investment Advisors
California
$533K -$6.27K -42 -1%
LWM
1720
Lenox Wealth Management
Ohio
$532K -$257K -1,724 -32%
FWM
1721
FFT Wealth Management
Pennsylvania
$529K +$59.1K +396 +12%
WP
1722
WealthPLAN Partners
Nebraska
$526K -$441K -2,959 -44%
ACM
1723
Alta Capital Management
Utah
$524K -$10.6K -71 -2%
FIM
1724
Freedom Investment Management
Connecticut
$523K +$5.22K +35 +1%
SMH
1725
Sanders Morris Harris
Texas
$521K -$124K -828 -18%
67 68
69
70 71