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Name Holding Trade Value Shares
Change
Change in
Stake
NFC
1376
Northeast Financial Consultants
Connecticut
$254K
JVBC
1377
J.V. Bruni & Co
Colorado
$250K +$250K +3,000 New
LWM
1378
Lenox Wealth Management
Ohio
$249K -$10.4K -125 -4%
PWMAG
1379
Pinnacle Wealth Management Advisory Group
New Jersey
$249K +$35.4K +425 +17%
HBT
1380
Hills Bank & Trust
Iowa
$248K -$3.66K -44 -1%
JFA
1381
JNBA Financial Advisors
Minnesota
$247K -$6.66K -80 -3%
BCM
1382
Brookstone Capital Management
Illinois
$247K +$246K +2,955 New
KS
1383
Karpas Strategies
Connecticut
$246K
TFF
1384
The Family Firm
Maryland
$243K +$8.66K +104 +4%
CCM
1385
Compass Capital Management
Minnesota
$242K -$33.5K -403 -12%
USGIU
1386
U.S. Global Investors (USGI)
Texas
$242K
AA
1387
Alesco Advisors
New York
$242K +$5.83K +70 +2%
BO
1388
Bank OZK
Arkansas
$241K +$240K +2,886 New
BC
1389
Burney Company
Virginia
$239K -$184K -2,209 -44%
PFS
1390
Prospera Financial Services
Texas
$237K +$253K +3,035 New
GRQ
1391
Gardner Russo & Quinn
Pennsylvania
$236K -$4.16K -50 -2%
HCM
1392
Hodges Capital Management
Texas
$232K -$51.7K -621 -18%
FWM
1393
Focused Wealth Management
New York
$232K +$8.32K +100 +4%
DCM
1394
Donaldson Capital Management
Indiana
$232K +$29.2K +351 +14%
LBA
1395
Letko, Brosseau & Associates
Quebec, Canada
$231K +$230K +2,765 New
FGA
1396
Flood Gamble Associates
New York
$228K
SGAM
1397
Steinberg Global Asset Management
Florida
$228K +$228K +2,735 New
PCMC
1398
Paragon Capital Management (Colorado)
Colorado
$224K
AL
1399
Agran Libbie
California
$222K +$222K +2,666 New
GIP
1400
Greatmark Investment Partners
Georgia
$221K