Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1951
Column Capital Advisors
Indiana
$435K -$2.75K -121 -0.6%
BHB
1952
Bank Hapoalim BM
Israel
$435K +$11.7K +516 +3%
DFCM
1953
Dark Forest Capital Management
Puerto Rico
$433K +$453K +19,902 New
SFG
1954
Sather Financial Group
Texas
$432K -$23.6K -1,038 -5%
BOC
1955
Barbara Oil Co
Illinois
$432K – – –
ICA
1956
Infrastructure Capital Advisors
New York
$432K +$452K +19,861 New
BFS
1957
Bickling Financial Services
Massachusetts
$430K +$59.9K +2,632 +15%
WGA
1958
Weather Gauge Advisory
Virginia
$427K -$6.69K -294 -1%
CWM
1959
Calamos Wealth Management
Illinois
$426K +$8.67K +381 +2%
CCM
1960
Canal Capital Management
Virginia
$425K +$1K +44 +0.2%
FFG
1961
Ford Financial Group
California
$423K -$4.59K -202 -1%
PCMC
1962
Paragon Capital Management (Colorado)
Colorado
$423K +$88.1K +3,872 +25%
PBO
1963
Peoples Bank (Ohio)
Ohio
$420K -$71.2K -3,132 -14%
SFSIG
1964
San Francisco Sentry Investment Group
California
$420K +$17.5K +770 +4%
ADL
1965
Asset Dedication LLC
California
$420K +$21.4K +943 +5%
LA
1966
Latitude Advisors
Florida
$420K +$58.5K +2,570 +15%
WAM
1967
WealthTrust Asset Management
Florida
$419K +$438K +19,260 New
MFS
1968
Mirabella Financial Services
United Kingdom
$418K – – –
ZF
1969
Zhang Financial
Michigan
$418K +$637 +28 +0.1%
CFSG
1970
Clark Financial Services Group
Missouri
$418K +$12.9K +565 +3%
TAM
1971
Townsend Asset Management
North Carolina
$417K +$3.27K +144 +0.8%
EA
1972
Emerald Advisors
Washington
$417K +$33.4K +1,470 +8%
SFG
1973
Sowa Financial Group
Rhode Island
$417K +$51.2K +2,251 +13%
WA
1974
Wealthstar Advisors
Texas
$417K +$438K +19,250 New
MWA
1975
Meridian Wealth Advisors
Texas
$416K -$45.1K -1,982 -9%