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Name Holding Trade Value Shares
Change 		Change in
Stake
DLG
1951
Daniel L. Goodwin
$441K +$7.15K +100 +2%
BIA
1952
BHK Investment Advisors
Alabama
$441K +$57.2K +800 +15%
FIM
1953
Fernwood Investment Management
Massachusetts
$440K -$22.9K -320 -5%
CGA
1954
Crescent Grove Advisors
Illinois
$436K +$41.5K +580 +11%
GMA
1955
Goldstein Munger & Associates
California
$436K +$93K +1,300 +28%
SBA
1956
Secrest Blakey & Associates
North Carolina
$436K +$430K +6,020 New
CA
1957
Cullinan Associates
Kentucky
$434K – – –
SAM
1958
Summit Asset Management
Tennessee
$434K +$28.6K +400 +7%
FA
1959
Fortis Advisors
Pennsylvania
$434K +$88.7K +1,240 +27%
BWM
1960
BigSur Wealth Management
Florida
$434K +$429K +6,000 New
SMH
1961
Sanders Morris Harris
Texas
$434K +$429K +6,000 New
TC
1962
Tairen Capital
Hong Kong
$434K +$429K +6,000 New
FHB
1963
First Hawaiian Bank
Hawaii
$433K – – –
LFR
1964
Lehman Financial Resources
Pennsylvania
$431K +$122K +1,700 +40%
JDR
1965
Jay D. Rosenbaum
$430K +$14.3K +200 +3%
ML
1966
McAdam LLC
Pennsylvania
$430K +$425K +5,940 New
GIM
1967
Goelzer Investment Management
Indiana
$428K -$117K -1,640 -22%
BCM
1968
Beddow Capital Management
Wyoming
$428K – – –
WCWM
1969
Willow Creek Wealth Management
California
$428K +$423K +5,920 New
TWM
1970
Titus Wealth Management
California
$427K +$422K +5,900 New
CHA
1971
Cooper/Haims Advisors
New York
$424K -$8.58K -120 -2%
DBIA
1972
Dumont & Blake Investment Advisors
New Jersey
$424K +$4.29K +60 +1%
MCP
1973
Mirador Capital Partners
California
$418K +$30K +420 +9%
SGK
1974
Steigerwald Gordon & Koch
Virginia
$415K -$25.7K -360 -6%
EM
1975
Excalibur Management
Massachusetts
$414K +$45.8K +640 +13%
77 78
79
80 81