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Name Holding Trade Value Shares
Change
Change in
Stake
ORI
1951
Oak Ridge Investments
Illinois
-$219K -6,904 Closed
FIM
1952
Fernwood Investment Management
Massachusetts
-$218K -6,862 Closed
Jones Financial Companies
1953
Jones Financial Companies
Missouri
-$212K -6,698 Closed
ICM
1954
IMS Capital Management
Oregon
-$207K -6,540 Closed
VAS
1955
Valicenti Advisory Services
New York
-$205K -6,459 Closed
RIM
1956
Reliant Investment Management
Tennessee
-$205K -6,450 Closed
MCWS
1957
McKinley Carter Wealth Services
West Virginia
-$205K -6,448 Closed
PHS
1958
Pekin Hardy Strauss
Illinois
-$204K -6,438 Closed
F
1959
Filament
Washington
-$203K -6,405 Closed
KA
1960
Klingman & Associates
New York
-$128K -4,040 Closed
TG
1961
TLP Group
Illinois
-$128K -4,026 Closed
ACM
1962
Argentus Capital Management
Texas
-$109K -3,423 Closed
FNBSF
1963
First National Bank Sioux Falls
South Dakota
-$85K -2,672 Closed
BBPWM
1964
Blue Bell Private Wealth Management
Pennsylvania
-$78K -2,439 Closed
BHIA
1965
Birch Hill Investment Advisors
Massachusetts
-$68K -2,130 Closed
JSAM
1966
J. Safra Asset Management
New York
-$66K -2,076 Closed
BCMIO
1967
Beacon Capital Management Inc (Ohio)
Ohio
-$63K -2,000 Closed
PFG
1968
Piershale Financial Group
Illinois
-$38K -1,210 Closed
LWA
1969
Lenox Wealth Advisors
New York
-$36K -1,124 Closed
AAC
1970
Asset Advisors Corp
Georgia
-$17K -546 Closed
HCM
1971
Herndon Capital Management
Georgia
-$15K -463 Closed
HS
1972
Horan Securities
United States
-$3K -100 Closed
CPA
1973
Cowen Prime Advisors
New York
-$1K -39 Closed