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Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
1226
Paragon Capital Management (Colorado)
Colorado
$220K – – –
MCC
1227
Mid Continent Capital
Illinois
$219K – – –
BO
1228
Bank OZK
Arkansas
$217K -$252K -3,162 -54%
BGAM
1229
Boussard & Gavaudan Asset Management
United Kingdom
$217K +$1.75K +22 +0.8%
JWM
1230
Jacobus Wealth Management
Wisconsin
$216K -$88.6K -1,114 -29%
CCM
1231
Cupps Capital Management
Illinois
$216K +$17.5K +220 +9%
PGA
1232
Portland Global Advisors
Maine
$213K +$214K +2,690 New
MAM
1233
Marquette Asset Management
Minnesota
$212K -$5.17K -65 -2%
PL
1234
Plancorp LLC
Missouri
$212K +$318 +4 +0.1%
PAG
1235
Pinnacle Advisory Group
Maryland
$210K +$211K +2,654 New
HRIA
1236
Haberer Registered Investment Advisor
Ohio
$207K +$23.9K +300 +13%
SCM
1237
SKBA Capital Management
California
$206K -$31.8K -400 -13%
CCC
1238
Chelsea Counsel Company
California
$206K – – –
CL
1239
CSS LLC
Illinois
$206K – – –
MCWS
1240
McKinley Carter Wealth Services
West Virginia
$205K -$157K -1,974 -43%
NEPWA
1241
New England Private Wealth Advisors
Massachusetts
$205K +$318 +4 +0.2%
VAM
1242
Visium Asset Management
New York
$205K +$206K +2,590 New
HA
1243
Hamel Associates
New Jersey
$204K -$19.9K -250 -9%
MCM
1244
McRae Capital Management
New Jersey
$202K – – –
SWA
1245
SFMG Wealth Advisors
Texas
$201K +$477 +6 +0.2%
W
1246
Wealthfront
California
$199K +$200K +2,511 New
EMA
1247
Efficient Market Advisors
California
$198K -$135K -1,700 -40%
KPCM
1248
Kings Point Capital Management
New York
$190K -$79.5K -1,000 -29%
RFA
1249
Reilly Financial Advisors
California
$174K +$62K +780 +55%
TWM
1250
Torch Wealth Management
Ohio
$170K – – –