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Name Holding Trade Value Shares
Change
Change in
Stake
BF
151
BOK Financial
Oklahoma
$648K
FBC
152
Fairfield, Bush & Co
Connecticut
$646K +$1.36K +50 +0.2%
HCM
153
Hollencrest Capital Management
California
$626K -$103K -3,800 -15%
DAC
154
Dividend Assets Capital
South Carolina
$606K -$29.5M -1,088,487 -98%
SRCM
155
Swift Run Capital Management
Virginia
$571K
GEM
156
Global Endowment Management
North Carolina
$565K -$2.43M -89,733 -82%
Envestnet Asset Management
157
Envestnet Asset Management
Illinois
$565K +$115K +4,256 +29%
NPIT
158
National Penn Investors Trust
Pennsylvania
$553K
AIA
159
Avalon Investment & Advisory
Texas
$526K +$41.2K +1,520 +9%
MFW
160
Mosaic Family Wealth
Missouri
$514K -$13.9K -513 -3%
Cambridge Investment Research Advisors
161
Cambridge Investment Research Advisors
Iowa
$504K +$26.9K +990 +6%
SBIA
162
Sheaff Brock Investment Advisors
Indiana
$503K
HT
163
HighTower Trust
Texas
$469K -$460K -16,952 -52%
MOACM
164
Mutual of America Capital Management
New York
$459K +$89.5K +3,300 +27%
BP
165
BBR Partners
New York
$456K +$417K +15,350 New
NFC
166
Northeast Financial Consultants
Connecticut
$435K -$65.1K -2,398 -14%
WEC
167
Winslow Evans & Crocker
Massachusetts
$417K +$6K +221 +2%
LW
168
Linscomb Wealth
Texas
$401K +$18.9K +698 +5%
Luther King Capital Management (LKCM)
169
Luther King Capital Management (LKCM)
Texas
$399K -$230K -8,464 -39%
Group One Trading
170
Group One Trading
Illinois
$396K -$52.5K -1,936 -13%
TAM
171
Tocqueville Asset Management
New York
$386K -$53.7K -1,979 -13%
Franklin Resources
172
Franklin Resources
California
$377K -$110K -4,072 -24%
ICAS
173
Investors Capital Advisory Services
Massachusetts
$374K -$313K -11,551 -48%
AA
174
Ancora Advisors
Ohio
$364K -$114K -4,214 -26%
EGA
175
Eagle Global Advisors
Texas
$355K