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Name Holding Trade Value Shares
Change 		Change in
Stake
JLBC
1951
J.L. Bainbridge & Co
Florida
$381K -$77.9K -962 -18%
KF
1952
Krilogy Financial
Missouri
$380K -$990K -12,228 -73%
AP
1953
Atwood & Palmer
Missouri
$380K -$20.2K -250 -5%
SDH
1954
Sloy Dahl & Holst
Washington
$380K +$13.4K +166 +5%
APW
1955
Aurora Private Wealth
New Jersey
$379K -$7.61K -94 -2%
PM
1956
Parametrica Management
Hong Kong
$379K +$363K +4,485 New
CA
1957
CGN Advisors
Kansas
$378K +$363K +4,480 New
CCM
1958
Cox Capital Management
Massachusetts
$377K -$203K -2,513 -36%
CNB
1959
Camden National Bank
Maine
$376K -$96.1K -1,187 -21%
PP
1960
PDS Planning
Ohio
$376K -$3.48K -43 -1%
PCP
1961
Proficio Capital Partners
Massachusetts
$376K +$50.8K +628 +16%
OFW
1962
Omnia Family Wealth
Florida
$375K +$3K +37 +0.8%
DAM
1963
Diamant Asset Management
Connecticut
$375K – – –
ARG
1964
Advisory Resource Group
Oklahoma
$375K +$8.58K +106 +2%
SIC
1965
Samalin Investment Counsel
New York
$375K +$41.5K +513 +13%
SP
1966
Successful Portfolios
Florida
$375K +$53.5K +661 +17%
CWC
1967
Carolinas Wealth Consulting
North Carolina
$374K +$49.5K +611 +16%
MFG
1968
Menard Financial Group
Texas
$370K -$3.72K -46 -1%
MWM
1969
Minot Wealth Management
Massachusetts
$370K +$108K +1,339 +44%
HA
1970
Harbor Advisors
Florida
$369K – – –
PA
1971
Perennial Advisors
New York
$368K -$34.1K -421 -9%
SWM
1972
Salvus Wealth Management
New Jersey
$368K +$327K +4,043 New
BI
1973
Blooom Inc
Kansas
$368K +$350K +4,323 New
IIC
1974
Integrated Investment Consultants
Michigan
$367K +$4.37K +54 +1%
EBSAM
1975
Eubel Brady & Suttman Asset Management
Ohio
$365K – – –
77 78
79
80 81