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Name Holding Trade Value Shares
Change
Change in
Stake
PH
826
Pinnacle Holdings
Oklahoma
$953K -$111K -1,295 -10%
ECM
827
Evergreen Capital Management
Washington
$952K +$392K +4,562 +60%
FDS
828
First Dallas Securities
Texas
$945K +$1.04M +12,072 New
GWM
829
Geneos Wealth Management
Colorado
$938K -$17.3K -201 -2%
EM
830
Excalibur Management
Massachusetts
$934K +$21.9K +255 +2%
LDB
831
Lee, Danner & Bass
Tennessee
$928K -$76.2K -888 -7%
NIM
832
NEOS Investment Management
Connecticut
$924K +$1.01M +11,805 New
BFG
833
Berger Financial Group
Minnesota
$922K +$87.5K +1,019 +9%
IF
834
Intrua Financial
Texas
$919K -$38.6K -450 -4%
DCM
835
Delta Capital Management
New Jersey
$918K -$30.8K -359 -3%
GFA
836
Gifford Fong Associates
California
$913K
NIM
837
Northeast Investment Management
Massachusetts
$900K -$257K -2,996 -21%
NSIM
838
North Star Investment Management
Illinois
$892K -$137K -1,594 -12%
NP
839
NorthRock Partners
Minnesota
$891K +$308K +3,593 +46%
WAP
840
Wealthcare Advisory Partners
Pennsylvania
$889K +$532K +6,191 +120%
GD
841
Grandfield & Dodd
New York
$883K -$192K -2,235 -17%
EHC
842
Everett Harris & Co
California
$882K -$19.5K -227 -2%
RMDI
843
R.M. Davis Inc
Maine
$880K -$355K -4,134 -27%
BCM
844
Beddow Capital Management
Wyoming
$880K -$45.9K -534 -5%
CSPIA
845
Cary Street Partners Investment Advisory
Virginia
$878K -$372K -4,333 -28%
RCG
846
Regatta Capital Group
California
$878K -$12.8K -149 -1%
RAM
847
Redmond Asset Management
Virginia
$877K -$173K -2,011 -15%
USCWA
848
U.S. Capital Wealth Advisors
Texas
$875K +$96.4K +1,123 +11%
PTC
849
Petrus Trust Company
Texas
$874K +$958K +11,162 New
CG
850
Caprock Group
Idaho
$866K +$345K +4,015 +57%