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Name Holding Trade Value Shares
Change
Change in
Stake
OC
1926
Oarsman Capital
Wisconsin
$333K -$171K -1,179 -32%
PFGIA
1927
Patriot Financial Group Insurance Agency
Massachusetts
$333K +$188K +1,300 +105%
WANY
1928
Wealthspire Advisors (New York)
New York
$333K +$368K +2,540 New
MIA
1929
MainStreet Investment Advisors
Illinois
$332K -$111K -769 -23%
POIA
1930
Pin Oak Investment Advisors
Texas
$332K +$132K +910 +56%
MCTIC
1931
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$331K -$12.4M -85,709 -97%
BCM
1932
BBT Capital Management
Texas
$330K +$364K +2,514 New
RFA
1933
Reilly Financial Advisors
California
$329K +$1.01K +7 +0.3%
BCA
1934
Berman Capital Advisors
Georgia
$328K -$394K -2,718 -52%
CMANY
1935
Capital Management Associates (New York)
New York
$328K -$360K -2,486 -50%
DIA
1936
Dean Investment Associates
Ohio
$328K -$35.5K -245 -9%
SICM
1937
Sustainable Insight Capital Management
New York
$328K +$724 +5 +0.2%
IIC
1938
Ironwood Investment Counsel
Arizona
$328K +$88.7K +612 +32%
FIA
1939
FNY Investment Advisers
New York
$327K +$90.7K +626 +33%
HTHT
1940
Hemenway Trust Hemenway Trust
New Hampshire
$326K +$12.7K +88 +4%
AFA
1941
American Financial Advisors
Georgia
$326K +$360K +2,486 New
MSS
1942
Mitchell Sinkler & Starr
Pennsylvania
$325K
BMCM
1943
Bryn Mawr Capital Management
Pennsylvania
$325K +$3.62K +25 +1%
MFW
1944
Mosaic Family Wealth
Missouri
$322K -$168K -1,159 -32%
CAAS
1945
Capital Asset Advisory Services
Michigan
$322K -$40.9K -282 -10%
LF
1946
Lee Financial
Texas
$321K -$48.1K -332 -12%
RWM
1947
Rench Wealth Management
Texas
$321K +$33.3K +230 +10%
CFA
1948
Carroll Financial Associates
North Carolina
$320K -$56.4K -389 -14%
JFM
1949
Jackson Financial Management
California
$319K -$7.39K -51 -2%
KFS
1950
Kurt F. Somerville
$319K +$7.24K +50 +2%