|
501
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$621K
|
–
|
–
|
–
|
|
|
502
|
Weybosset Research & Management
Province,
Rhode Island
|
$621K
|
–
|
–
|
–
|
|
|
503
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$621K
|
–
|
–
|
–
|
|
|
504
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$621K
|
–
|
–
|
–
|
|
|
505
|
Davidson & Garrard
Lynchburg,
Virginia
|
$621K
|
+$599K
|
+3
|
New
|
|
|
506
|
Geneva Advisors
Chicago,
Illinois
|
$621K
|
+$599K
|
+3
|
New
|
|
|
507
|
IFC Holdings
Tampa,
Florida
|
$621K
|
+$599K
|
+3
|
New
|
|
|
508
|
M. Kraus & Co
Shelburne,
Vermont
|
$621K
|
+$20M
|
+100
|
+50%
|
|
|
509
|
Endurance Wealth Management
Providence,
Rhode Island
|
$620K
|
+$599K
|
+3
|
New
|
|
|
510
|
Vista Capital Partners
Portland,
Oregon
|
$439K
|
+$6.99M
|
+35
|
+1%
|
|
|
511
|
Peachtree Investment Advisors
Atlanta,
Georgia
|
$414K
|
-$20M
|
-100
|
-33%
|
|
|
512
|
GSA Capital Partners
London,
United Kingdom
|
$414K
|
-$799K
|
-4
|
-67%
|
|
|
513
|
Cannell & Spears
New York
|
$414K
|
-$400K
|
-2
|
-50%
|
|
|
514
|
SRH Advisors
Salina,
Kansas
|
$414K
|
-$200K
|
-1
|
-33%
|
|
|
515
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$414K
|
–
|
–
|
–
|
|
|
516
|
|
$414K
|
–
|
–
|
–
|
|
|
517
|
Allianz Asset Management
Munich,
Germany
|
$414K
|
–
|
–
|
–
|
|
|
518
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$414K
|
–
|
–
|
–
|
|
|
519
|
Appleton Partners
Boston,
Massachusetts
|
$414K
|
–
|
–
|
–
|
|
|
520
|
Avior Wealth Management
Omaha,
Nebraska
|
$414K
|
–
|
–
|
–
|
|
|
521
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$414K
|
–
|
–
|
–
|
|
|
522
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$414K
|
–
|
–
|
–
|
|
|
523
|
Baystate Wealth Management
Boston,
Massachusetts
|
$414K
|
–
|
–
|
–
|
|
|
524
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$414K
|
–
|
–
|
–
|
|
|
525
|
Biglari Capital Corp
San Antonio,
Texas
|
$414K
|
–
|
–
|
–
|
|
