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Name Holding Trade Value Shares
Change
Change in
Stake
BO
1001
Bank OZK
Arkansas
$3.75M +$31.4K +592 +0.8%
SWM
1002
SVA Wealth Management
Wisconsin
$3.75M +$565K +10,648 +16%
BI
1003
Boulegeris Investments
Georgia
$3.74M +$101K +1,896 +3%
CMO
1004
Covenant Multifamily Offices
Texas
$3.73M -$108K -2,038 -3%
WIC
1005
Whitegate Investment Counselors
New Hampshire
$3.73M -$127K -2,400 -3%
TCA
1006
Taconic Capital Advisors
New York
$3.73M +$3.98M +75,000 New
SLA
1007
Silver Lake Advisory
Utah
$3.7M +$484K +9,107 +9%
DI
1008
Diligent Investors
California
$3.7M -$145K -2,737 -4%
OCM
1009
One Capital Management
California
$3.69M +$77.8K +1,466 +2%
AC
1010
Abbrea Capital
California
$3.69M +$127K +2,390 +3%
DCM
1011
Delta Capital Management
New Jersey
$3.68M -$18.1K -340 -0.5%
TCM
1012
Telos Capital Management
California
$3.65M -$191K -3,598 -5%
FIM
1013
Freedom Investment Management
Connecticut
$3.64M +$596K +11,222 +18%
CIM
1014
CenturyLink Investment Management
Colorado
$3.63M -$428K -8,057 -10%
AFG
1015
Albion Financial Group
Utah
$3.59M +$57.3K +1,079 +2%
MPAM
1016
Murphy Pohlad Asset Management
Minnesota
$3.58M -$1.7M -31,975 -31%
SAM
1017
Smithbridge Asset Management
Pennsylvania
$3.58M -$5.47K -103 -0.1%
CT
1018
Cambridge Trust
Massachusetts
$3.57M -$101K -1,907 -3%
CAM
1019
Cacti Asset Management
Georgia
$3.57M
ACP
1020
Aviance Capital Partners
Florida
$3.56M +$556K +10,478 +17%
Balyasny Asset Management
1021
Balyasny Asset Management
Illinois
$3.56M -$47.6M -896,423 -93%
PCIA
1022
Prime Capital Investment Advisors
Kansas
$3.54M +$3.26M +61,440 +633%
PG
1023
Patten Group
Tennessee
$3.51M -$21.3K -402 -0.6%
BWM
1024
Buckley Wealth Management
Nevada
$3.5M -$10.5K -198 -0.3%
VFA
1025
Valeo Financial Advisors
Indiana
$3.5M +$452K +8,520 +13%