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Name Holding Trade Value Shares
Change
Change in
Stake
ECM
826
Evergreen Capital Management
Washington
$952K +$392K +4,562 +60%
FDS
827
First Dallas Securities
Texas
$945K +$1.04M +12,072 New
GWM
828
Geneos Wealth Management
Colorado
$938K -$17.3K -201 -2%
EM
829
Excalibur Management
Massachusetts
$934K +$21.9K +255 +2%
LDB
830
Lee, Danner & Bass
Tennessee
$928K -$76.2K -888 -7%
NIM
831
NEOS Investment Management
Connecticut
$924K +$1.01M +11,805 New
BFG
832
Berger Financial Group
Minnesota
$922K +$87.5K +1,019 +9%
IF
833
Intrua Financial
Texas
$919K -$38.6K -450 -4%
DCM
834
Delta Capital Management
New Jersey
$918K -$30.8K -359 -3%
GFA
835
Gifford Fong Associates
California
$913K – – –
NIM
836
Northeast Investment Management
Massachusetts
$900K -$257K -2,996 -21%
NSIM
837
North Star Investment Management
Illinois
$892K -$137K -1,594 -12%
NP
838
NorthRock Partners
Minnesota
$891K +$308K +3,593 +46%
WAP
839
Wealthcare Advisory Partners
Pennsylvania
$889K +$532K +6,191 +120%
GD
840
Grandfield & Dodd
New York
$883K -$192K -2,235 -17%
EHC
841
Everett Harris & Co
California
$882K -$19.5K -227 -2%
RMDI
842
R.M. Davis Inc
Maine
$880K -$355K -4,134 -27%
BCM
843
Beddow Capital Management
Wyoming
$880K -$45.9K -534 -5%
CSPIA
844
Cary Street Partners Investment Advisory
Virginia
$878K -$372K -4,333 -28%
RCG
845
Regatta Capital Group
California
$878K -$12.8K -149 -1%
RAM
846
Redmond Asset Management
Virginia
$877K -$173K -2,011 -15%
USCWA
847
U.S. Capital Wealth Advisors
Texas
$875K +$96.4K +1,123 +11%
PTC
848
Petrus Trust Company
Texas
$874K +$958K +11,162 New
CG
849
Caprock Group
Idaho
$866K +$345K +4,015 +57%
Dodge & Cox
850
Dodge & Cox
California
$864K – – –