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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1951
WealthShield Partners
North Carolina
$283K +$7.17K +169 +3%
CAC
1952
Certified Advisory Corp
Florida
$281K +$149K +3,507 +115%
JWA
1953
JFS Wealth Advisors
Pennsylvania
$280K +$19.6K +462 +8%
CHAM
1954
Clear Harbor Asset Management
Connecticut
$279K +$20.9K +493 +8%
RGNCM
1955
R.G. Niederhoffer Capital Management
New York
$279K +$276K +6,500 New
SCG
1956
Sonata Capital Group
Washington
$279K +$276K +6,502 New
WCM
1957
Weatherstone Capital Management
Colorado
$278K +$14.3K +338 +6%
TIM
1958
Total Investment Management
Arizona
$278K +$27.5K +648 +11%
BFM
1959
Boothbay Fund Management
New York
$278K +$274K +6,472 New
AMIM
1960
Aull & Monroe Investment Management
Alabama
$277K – – –
EWM
1961
Empirical Wealth Management
Washington
$277K +$274K +6,452 New
F
1962
Filament
Washington
$275K – – –
CMBA
1963
C.M. Bidwell & Associates
Hawaii
$275K +$272K +6,410 New
CCA
1964
Clearwater Capital Advisors
Illinois
$274K – – –
ADMI
1965
Albert D. Mason Inc
Massachusetts
$274K +$271K +6,397 New
SFG
1966
StrategIQ Financial Group
Indiana
$273K -$12.6K -297 -4%
VNA
1967
VNBTrust National Association
Virginia
$273K – – –
BONST
1968
Bank of Nova Scotia Trust
Ontario, Canada
$272K -$7.76K -183 -3%
ACM
1969
Armbruster Capital Management
New York
$270K – – –
BMC
1970
Beaton Management Company
Massachusetts
$270K – – –
CWM
1971
Connecticut Wealth Management
Connecticut
$270K +$1.19K +28 +0.4%
UC
1972
Unio Capital
New Jersey
$270K +$267K +6,290 New
HR
1973
Howe & Rusling
New York
$269K -$6.69M -157,642 -96%
QPWM
1974
Quadrant Private Wealth Management
Pennsylvania
$269K -$123K -2,900 -32%
SAM
1975
Security Asset Management
New York
$268K +$10.6K +250 +4%
77 78
79
80 81