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Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
1951
Shine Investment Advisory Services
Colorado
$237K
RBC
1952
Roble Belko & Company
Pennsylvania
$236K
WCM
1953
Weatherstone Capital Management
Colorado
$235K +$219K +6,138 New
FIM
1954
Fernwood Investment Management
Massachusetts
$235K +$220K +6,145 New
MA
1955
MCF Advisors
Kentucky
$233K -$57.1K -1,599 -21%
NAMP
1956
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$233K -$35.7K -1,000 -14%
JWA
1957
JFS Wealth Advisors
Pennsylvania
$233K +$143 +4 +0.1%
JPG
1958
Jordan Park Group
California
$232K +$216K +6,053 New
CHAM
1959
Clear Harbor Asset Management
Connecticut
$231K
FSCM
1960
Front Street Capital Management
Montana
$231K
CIC
1961
Cutler Investment Counsel
Oregon
$230K
SAM
1962
Security Asset Management
New York
$230K
LBC
1963
Lawrence B. Cohen
$230K +$215K +6,015 New
RW
1964
REDW Wealth
New Mexico
$229K
PWM
1965
Paulson Wealth Management
Illinois
$229K +$213K +5,967 New
SSG
1966
Summit Securities Group
New York
$226K +$211K +5,900 New
MBT
1967
Monroe Bank & Trust
Michigan
$223K +$208K +5,810 New
TIM
1968
Total Investment Management
Arizona
$223K +$208K +5,830 New
LCM
1969
Laurion Capital Management
New York
$222K -$5.34M -149,357 -96%
DLCIG
1970
D.L. Carlson Investment Group
New Hampshire
$222K -$23.2K -650 -10%
MSA
1971
Marino Stram & Associates
Massachusetts
$222K +$207K +5,784 New
BCA
1972
Berman Capital Advisors
Georgia
$222K +$207K +5,805 New
WA
1973
WealthTrust-Arizona
Arizona
$220K +$214 +6 +0.1%
WCM
1974
Wedge Capital Management
North Carolina
$219K +$204K +5,724 New
HHGA
1975
Halbert Hargrove Global Advisors
California
$216K +$202K +5,645 New