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Name Holding Trade Value Shares
Change 		Change in
Stake
ANB
1401
Amarillo National Bank
Texas
$674K +$54.9K +1,190 +8%
NAM
1402
Needelman Asset Management
California
$674K +$104K +2,250 +17%
FCH
1403
Freestone Capital Holdings
Washington
$674K +$714K +15,484 New
SAM
1404
Sequent Asset Management
Texas
$671K -$33.5K -725 -4%
TCM
1405
Telos Capital Management
California
$668K +$18.5K +401 +3%
EWM
1406
Evermay Wealth Management
Virginia
$660K +$44.8K +971 +7%
PFBT
1407
Parkside Financial Bank & Trust
Missouri
$658K -$370K -8,020 -35%
BWP
1408
Baldwin Wealth Partners
Massachusetts
$657K -$9.23K -200 -1%
WRM
1409
Westport Resources Management
Connecticut
$657K +$22.4K +485 +3%
PAWC
1410
P.A.W. Capital
Connecticut
$653K – – –
BC
1411
Brookfield Corp
Ontario, Canada
$652K – – –
YP
1412
Yellowstone Partners
Idaho
$646K -$25.5K -552 -4%
TRIM
1413
Thompson Rubinstein Investment Management
Oregon
$646K +$461 +10 +0.1%
TCMG
1414
TSP Capital Management Group
New Jersey
$645K -$46 -1 -0%
TIA
1415
Tiemann Investment Advisors
California
$645K +$91.1K +1,975 +15%
WCF
1416
West Coast Financial
California
$640K -$14.8K -320 -2%
DBIA
1417
Dumont & Blake Investment Advisors
New Jersey
$640K +$103K +2,240 +18%
SP
1418
Sarasin & Partners
United Kingdom
$636K -$3.46K -75 -0.5%
AWM
1419
Altavista Wealth Management
North Carolina
$635K +$69.9K +1,515 +12%
BAM
1420
Boyar Asset Management
New York
$632K – – –
CCM
1421
Condor Capital Management
New Jersey
$630K -$2.68K -58 -0.4%
SCM
1422
Stonehearth Capital Management
Massachusetts
$629K +$12.7K +275 +2%
SCM
1423
SOL Capital Management
Maryland
$627K -$22.3K -484 -3%
RIA
1424
Regal Investment Advisors
Michigan
$626K +$166K +3,595 +33%
MCC
1425
Mid Continent Capital
Illinois
$624K -$673K -14,578 -50%
55 56
57
58 59