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Name Holding Trade Value Shares
Change
Change in
Stake
FC
1951
Fulcrum Capital
Washington
$316K -$13.4K -299 -4%
TIM
1952
Total Investment Management
Arizona
$316K +$225 +5 +0.1%
VNB
1953
Virginia National Bank
Virginia
$315K +$291K +6,465 New
VDBMI
1954
Van Den Berg Management I
Texas
$314K -$23.4K -520 -7%
MWM
1955
Merriman Wealth Management
Washington
$314K -$10.3K -229 -3%
AMIM
1956
Aull & Monroe Investment Management
Alabama
$314K
SAM
1957
Security Asset Management
New York
$314K +$9K +200 +3%
SCM
1958
Suffolk Capital Management
New York
$313K -$92.3K -2,053 -24%
CBA
1959
Coastal Bridge Advisors
Connecticut
$312K -$10.2K -226 -3%
WCM
1960
Weatherstone Capital Management
Colorado
$311K +$13.4K +299 +5%
DA
1961
DSC Advisors
Illinois
$309K +$41.3K +918 +17%
BA
1962
Birinyi Associates
Connecticut
$308K
SIAS
1963
Shine Investment Advisory Services
Colorado
$306K +$4.95K +110 +2%
CAL
1964
Capital Advisors Ltd
Ohio
$306K +$263K +5,840 +1,321%
CHP
1965
Cable Hill Partners
Oregon
$305K -$19.5K -433 -6%
JWA
1966
JFS Wealth Advisors
Pennsylvania
$305K -$12.9K -287 -4%
MCA
1967
Mercer Capital Advisers
New Jersey
$303K
MSA
1968
Marino Stram & Associates
Massachusetts
$303K +$360 +8 +0.1%
OA
1969
Oxbow Advisors
Texas
$302K -$48.6K -1,080 -15%
HCM
1970
Hengehold Capital Management
Ohio
$301K -$64.7K -1,438 -19%
FIM
1971
Fernwood Investment Management
Massachusetts
$301K
NCM
1972
Noesis Capital Mangement
Florida
$299K
MA
1973
MCF Advisors
Kentucky
$296K +$45 +1 +0%
MBT
1974
Monroe Bank & Trust
Michigan
$296K +$12.4K +275 +5%
ACP
1975
Aviance Capital Partners
Florida
$294K -$1.04M -23,099 -79%