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Name Holding Trade Value Shares
Change
Change in
Stake
GC
1926
Grace Capital
Massachusetts
$454K
PCMC
1927
Private Capital Management (Colorado)
Colorado
$454K +$458K +8,070 New
CWM
1928
Confluence Wealth Management
Oregon
$453K -$25.1K -442 -5%
MCM
1929
McRae Capital Management
New Jersey
$453K
AMCA
1930
Arthur M. Cohen & Associates
Illinois
$452K
RTC
1931
Riverview Trust Company
Washington
$452K +$456K +8,039 New
BFG
1932
Barber Financial Group
Kansas
$449K +$18.7K +330 +4%
AFC
1933
AFT Forsyth & Company
Florida
$445K -$1.14K -20 -0.3%
PBO
1934
Peoples Bank (Ohio)
Ohio
$444K +$5.67K +100 +1%
CP
1935
Cumberland Partners
Ontario, Canada
$442K -$512K -9,020 -53%
BI
1936
Ballast Inc
Kentucky
$442K +$15.6K +275 +4%
BP
1937
BBR Partners
New York
$442K +$29.9K +527 +7%
MFW
1938
Mosaic Family Wealth
Missouri
$440K -$3.12K -55 -0.7%
HMS
1939
Hanseatic Management Services
New Mexico
$440K +$445K +7,835 New
GCM
1940
Grisanti Capital Management
New York
$439K
BWA
1941
Burt Wealth Advisors
Maryland
$438K +$13.2K +233 +3%
GC
1942
Gilbert & Cook
Iowa
$436K +$80.1K +1,411 +22%
TCM
1943
Teza Capital Management
Illinois
$436K +$440K +7,752 New
PFM
1944
Probabilities Fund Management
New York
$434K +$2.67K +47 +0.6%
CCM
1945
Condor Capital Management
New Jersey
$432K +$75.2K +1,325 +21%
BWM
1946
BT Wealth Management
Georgia
$432K +$454K +8,004 New
SMH
1947
Sanders Morris Harris
Texas
$431K -$13.1K -230 -3%
DE
1948
Day & Ennis
Georgia
$431K +$1.36K +24 +0.3%
CA
1949
Cambridge Advisors
Nebraska
$431K +$36.1K +636 +9%
PAA
1950
Peregrine Asset Advisers
Oregon
$430K -$4.82M -84,936 -92%