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Name Holding Trade Value Shares
Change
Change in
Stake
BBI
1951
Baxter Bros Inc
Connecticut
$444K +$13.3K +114 +3%
CYG
1952
Clean Yield Group
Vermont
$444K +$171K +1,464 +62%
AIFAIM
1953
American Institute for Advanced Investment Management
Arizona
$443K +$17.1K +147 +4%
PA
1954
Procyon Advisors
Connecticut
$443K +$76.8K +659 +21%
OCPWS
1955
One Charles Private Wealth Services
Massachusetts
$443K +$228K +1,956 +105%
CHA
1956
Cooper/Haims Advisors
New York
$442K +$11.7K +100 +3%
PFC
1957
Phocas Financial Corp
California
$441K
GAM
1958
Grandview Asset Management
Pennsylvania
$440K -$12.7K -109 -3%
FAG
1959
Financial Advisory Group
Texas
$440K +$57.6K +494 +15%
BA
1960
Bristlecone Advisors
Washington
$439K -$5.83K -50 -1%
WA
1961
WealthTrust Axiom
Pennsylvania
$439K
HIP
1962
HUB Investment Partners
Texas
$437K +$87.5K +751 +25%
ACM
1963
AlphaCrest Capital Management
New York
$436K -$2.14M -18,391 -83%
MFG
1964
Magnus Financial Group
New York
$436K +$1.75K +15 +0.4%
ACM
1965
Aljian Capital Management
Nevada
$436K +$4.66K +40 +1%
ESB
1966
Essex Savings Bank
Connecticut
$436K +$42.2K +362 +11%
CFA
1967
Capstone Financial Advisors
Illinois
$434K +$143K +1,230 +49%
BCM
1968
Birch Capital Management
Texas
$433K
FBT
1969
First Bank & Trust
South Dakota
$433K +$6.18K +53 +1%
HFM
1970
Harvest Fund Management
China
$432K -$318K -2,728 -42%
PCM
1971
Prelude Capital Management
New York
$432K -$133K -1,142 -23%
WR
1972
WD Rutherford
Oregon
$431K -$14.6K -125 -3%
RSWM
1973
Robertson Stephens Wealth Management
California
$431K +$16.3K +140 +4%
BO
1974
BRR OpCo
Ohio
$430K -$2.68K -23 -0.6%
Kayne Anderson Rudnick Investment Management
1975
Kayne Anderson Rudnick Investment Management
California
$429K -$2.21K -19 -0.5%