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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
151
Jacobus Wealth Management
Wisconsin
$896K +$323K +8,559 +60%
Luther King Capital Management (LKCM)
152
Luther King Capital Management (LKCM)
Texas
$861K +$826K +21,895 New
BF
153
BOK Financial
Oklahoma
$858K +$823K +21,812 New
FBC
154
Fairfield, Bush & Co
Connecticut
$853K +$330K +8,750 +68%
WPEP
155
Walnut Private Equity Partners
Nebraska
$845K +$810K +21,473 New
PCMM
156
Private Capital Management (Minnesota)
Minnesota
$840K +$806K +21,350 New
US Bancorp
157
US Bancorp
Minnesota
$783K +$599K +15,870 +394%
TG
158
TCW Group
California
$780K +$748K +19,820 New
CG
159
Clinton Group
New York
$759K -$3.6M -95,387 -83%
SRCM
160
Swift Run Capital Management
Virginia
$757K +$726K +19,239 New
SE
161
Summit Equities
New Jersey
$756K +$725K +19,221 New
AL
162
Airain Ltd
Guernsey
$747K +$716K +18,983 New
Citadel Advisors
163
Citadel Advisors
Florida
$734K +$332K +8,804 +89%
NPIT
164
National Penn Investors Trust
Pennsylvania
$733K +$703K +18,625 New
MFW
165
Mosaic Family Wealth
Missouri
$701K +$673K +17,838 New
SBIA
166
Sheaff Brock Investment Advisors
Indiana
$682K – – –
NFC
167
Northeast Financial Consultants
Connecticut
$670K +$643K +17,042 New
Franklin Resources
168
Franklin Resources
California
$659K +$633K +16,767 New
AA
169
Ancora Advisors
Ohio
$647K +$621K +16,462 New
AIA
170
Avalon Investment & Advisory
Texas
$637K +$611K +16,185 New
Cambridge Investment Research Advisors
171
Cambridge Investment Research Advisors
Iowa
$629K +$604K +15,992 New
Group One Trading
172
Group One Trading
Illinois
$601K +$555K +14,699 +2,556%
TAM
173
Tocqueville Asset Management
New York
$589K +$566K +14,986 New
BWP
174
Baldwin Wealth Partners
Massachusetts
$588K +$564K +14,951 New
Envestnet Asset Management
175
Envestnet Asset Management
Illinois
$581K +$517K +13,689 +1,255%