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Name Holding Trade Value Shares
Change
Change in
Stake
BFM
1951
Boothbay Fund Management
New York
– -$224K -7,055 Closed
ORI
1952
Oak Ridge Investments
Illinois
– -$219K -6,904 Closed
FIM
1953
Fernwood Investment Management
Massachusetts
– -$218K -6,862 Closed
Jones Financial Companies
1954
Jones Financial Companies
Missouri
– -$212K -6,698 Closed
ICM
1955
IMS Capital Management
Oregon
– -$207K -6,540 Closed
VAS
1956
Valicenti Advisory Services
New York
– -$205K -6,459 Closed
RIM
1957
Reliant Investment Management
Tennessee
– -$205K -6,450 Closed
MCWS
1958
McKinley Carter Wealth Services
West Virginia
– -$205K -6,448 Closed
PHS
1959
Pekin Hardy Strauss
Illinois
– -$204K -6,438 Closed
F
1960
Filament
Washington
– -$203K -6,405 Closed
KA
1961
Klingman & Associates
New York
– -$128K -4,040 Closed
TG
1962
TLP Group
Illinois
– -$128K -4,026 Closed
ACM
1963
Argentus Capital Management
Texas
– -$109K -3,423 Closed
FNBSF
1964
First National Bank Sioux Falls
South Dakota
– -$85K -2,672 Closed
BBPWM
1965
Blue Bell Private Wealth Management
Pennsylvania
– -$78K -2,439 Closed
BHIA
1966
Birch Hill Investment Advisors
Massachusetts
– -$68K -2,130 Closed
JSAM
1967
J. Safra Asset Management
New York
– -$66K -2,076 Closed
BCMIO
1968
Beacon Capital Management Inc (Ohio)
Ohio
– -$63K -2,000 Closed
PFG
1969
Piershale Financial Group
Illinois
– -$38K -1,210 Closed
LWA
1970
Lenox Wealth Advisors
New York
– -$36K -1,124 Closed
AAC
1971
Asset Advisors Corp
Georgia
– -$17K -546 Closed
HCM
1972
Herndon Capital Management
Georgia
– -$15K -463 Closed
HS
1973
Horan Securities
United States
– -$3K -100 Closed
CPA
1974
Cowen Prime Advisors
New York
– -$1K -39 Closed