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Name Holding Trade Value Shares
Change
Change in
Stake
MFIMFI
2026
Mesirow Financial Investment Management - Fixed Income
Illinois
– -$654K -20,376 Closed
SMG
2027
Spectrum Management Group
Indiana
– -$628K -19,558 Closed
MBT
2028
Montecito Bank & Trust
California
– -$558K -17,358 Closed
PRCM
2029
Pine River Capital Management
Minnesota
– -$531K -16,526 Closed
ALIONA
2030
Allianz Life Insurance of North America
Minnesota
– -$478K -15,271 Closed
FRM
2031
Fox Run Management
Connecticut
– -$472K -14,696 Closed
BJL
2032
Brighton Jones LLC
Washington
– -$468K -14,556 Closed
SIG
2033
Stanford Investment Group
California
– -$429K -13,354 Closed
GC
2034
Gruss & Co
Florida
– -$425K -13,240 Closed
CCM
2035
Consolidated Capital Management
California
– -$422K -13,129 Closed
PAS
2036
Park Avenue Securities
New York
– -$405K -12,455 Closed
CCM
2037
Check Capital Management
California
– -$373K -11,615 Closed
CAM
2038
Centre Asset Management
New York
– -$357K -11,122 Closed
VFPI
2039
Vantage Financial Partners (Illinois)
Illinois
– -$354K -11,013 Closed
ACM
2040
American Capital Management
New York
– -$336K -10,460 Closed
HCM
2041
Hilton Capital Management
New York
– -$313K -9,743 Closed
WG
2042
Winton Group
United Kingdom
– -$294K -9,138 Closed
TI
2043
Truepoint Inc
Ohio
– -$263K -8,446 Closed
AC
2044
Alley Company
Illinois
– -$262K -8,172 Closed
KFS
2045
Kissinger Financial Services
Maryland
– -$245K -7,659 Closed
BCM
2046
Bienville Capital Management
New York
– -$221K -6,868 Closed
FC
2047
Fayerweather Charles
– -$219K -6,805 Closed
ANB
2048
Amarillo National Bank
Texas
– -$214K -6,673 Closed
RCA
2049
Rowland Carmichael Advisors
Arizona
– -$210K -6,543 Closed
FBFS
2050
First Business Financial Services
Wisconsin
– -$208K -6,492 Closed