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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1901
Prelude Capital Management
New York
$884K +$412K +5,001 +90%
WE
1902
Wealth Effects
Massachusetts
$882K -$24.7K -300 -3%
FDS
1903
First Dallas Securities
Texas
$882K -$117K -1,418 -12%
PCMM
1904
Piedmont Capital Management (Montana)
Montana
$881K +$37.5K +455 +5%
AA
1905
Apriem Advisors
California
$880K -$17.7K -215 -2%
PH
1906
Pinnacle Holdings
Oklahoma
$880K -$3.95K -48 -0.5%
MMHP
1907
Murphy Middleton Hinkle & Parker
Georgia
$880K +$2.14K +26 +0.2%
GWA
1908
Gratus Wealth Advisors
Virginia
$876K -$43.2K -525 -5%
WEG
1909
World Equity Group
Illinois
$876K -$144K -1,752 -14%
AHL
1910
Abel Hall LLC
Louisiana
$875K -$3.87K -47 -0.4%
JWWM
1911
Johnson & White Wealth Management
Pennsylvania
$874K +$48.5K +589 +6%
OAM
1912
Oxford Asset Management
United Kingdom
$874K +$858K +10,416 New
MWM
1913
Manske Wealth Management
Texas
$874K +$63.2K +767 +8%
RGF
1914
Retirement Guys Formula
Ohio
$873K -$1.03M -12,445 -54%
MFC
1915
Mechanics Financial Corp
Ohio
$872K -$23.6K -286 -3%
AHB
1916
Abner Herrman & Brock
New Jersey
$872K +$856K +10,395 New
THCM
1917
Taylor Hoffman Capital Management
Virginia
$872K +$82 +1 +0%
MKC
1918
M. Kraus & Co
Vermont
$871K -$95.5K -1,159 -10%
WIA
1919
Westbourne Investment Advisors
Maryland
$871K -$2.88K -35 -0.3%
LD
1920
Lipe & Dalton
New York
$870K -$24.5K -297 -3%
GHAM
1921
Gilman Hill Asset Management
Connecticut
$869K +$1.15K +14 +0.1%
GF
1922
Gries Financial
Ohio
$868K +$79.5K +965 +10%
SM
1923
Stonegate Management
Illinois
$868K +$844K +10,245 New
SOS
1924
Silver Oak Securities
Tennessee
$868K +$135K +1,638 +19%
RPCONE
1925
Retirement Planning Company of New England
Rhode Island
$867K +$32K +388 +4%