We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1951
Fortis Advisors
Pennsylvania
$402K -$45.8K -1,000 -10%
CNB
1952
Camden National Bank
Maine
$402K +$83.3K +1,820 +24%
BCM
1953
Blume Capital Management
California
$401K -$46.4K -1,015 -10%
CP
1954
Camelot Portfolios
Ohio
$400K +$4.71K +103 +1%
F
1955
F3Logic
Minnesota
$400K +$423K +9,253 New
FFC
1956
First Financial Corp
Indiana
$399K -$18.3K -400 -4%
PCM
1957
Perritt Capital Management
Illinois
$397K +$9.2K +201 +2%
GC
1958
Gilbert & Cook
Iowa
$389K +$13.5K +295 +3%
BFPW
1959
BOK Financial Private Wealth
Colorado
$388K +$134K +2,926 +48%
ABP
1960
Arthur B. Page
$386K -$458 -10 -0.1%
RC
1961
Roundview Capital
New Jersey
$385K +$57.7K +1,260 +17%
DDPIC
1962
Deroy & Devereaux Private Investment Counsel
Michigan
$384K
DA
1963
Dillon & Associates
Michigan
$383K
CNC
1964
Citizens & Northern Corp
Pennsylvania
$381K -$21.7K -475 -5%
GIA
1965
Gladstone Institutional Advisory
Florida
$381K +$402K +8,788 New
PWAG
1966
Polaris Wealth Advisory Group
California
$380K +$27.5K +601 +7%
CAM
1967
Cidel Asset Management
Ontario, Canada
$377K
CA
1968
Capital Advantage
California
$377K +$2.47K +54 +0.6%
EF
1969
Empirical Finance
Pennsylvania
$376K -$38.2K -834 -9%
SAA
1970
Southeast Asset Advisors
Georgia
$376K +$1.83K +40 +0.5%
POIA
1971
Pin Oak Investment Advisors
Texas
$375K -$5.26K -115 -1%
GD
1972
Grandfield & Dodd
New York
$374K -$42.5K -928 -10%
FRM
1973
Fox Run Management
Connecticut
$372K +$393K +8,580 New
FWCM
1974
First Western Capital Management
California
$366K -$170K -3,716 -31%
MMG
1975
Monetary Management Group
Missouri
$366K -$45.8K -1,000 -11%