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Name Holding Trade Value Shares
Change 		Change in
Stake
FLI
1951
Family Legacy Inc
South Carolina
– -$357K -3,362 Closed
KIM
1952
Karpus Investment Management
New York
– -$313K -2,944 Closed
B
1953
Bridgeworth
Alabama
– -$301K -2,891 Closed
SMH
1954
Sanders Morris Harris
Texas
– -$303K -2,846 Closed
CPA
1955
Capital Planning Advisors
California
– -$284K -2,674 Closed
IAM
1956
ICM Asset Management
Washington
– -$256K -2,405 Closed
NPA
1957
Nichols & Pratt Advisers
Massachusetts
– -$246K -2,310 Closed
OA
1958
Opes Advisors
California
– -$249K -2,265 Closed
FIM
1959
Fernwood Investment Management
Massachusetts
– -$238K -2,241 Closed
AEPG
1960
American Economic Planning Group
New Jersey
– -$234K -2,201 Closed
DE
1961
Day & Ennis
Georgia
– -$223K -2,103 Closed
PBO
1962
Peoples Bank (Ohio)
Ohio
– -$222K -2,094 Closed
BFPW
1963
BOK Financial Private Wealth
Colorado
– -$222K -2,092 Closed
MCM
1964
Marathon Capital Management
Maryland
– -$221K -2,082 Closed
DWM
1965
Doyle Wealth Management
Florida
– -$220K -2,069 Closed
NIA
1966
Northstar Investment Advisors
Colorado
– -$214K -2,015 Closed
AIA
1967
AIMZ Investment Advisors
California
– -$213K -2,001 Closed
EVM
1968
Evelyn V. Moreno
– -$213K -2,000 Closed
RC
1969
RBF Capital
California
– -$213K -2,000 Closed
WRM
1970
Weybosset Research & Management
Rhode Island
– -$213K -2,000 Closed
LCM
1971
Lucas Capital Management
New Jersey
– -$212K -1,995 Closed
FPIS
1972
Financial Planning & Information Services
Wisconsin
– -$209K -1,968 Closed
AIA
1973
Allegis Investment Advisors
Idaho
– -$206K -1,941 Closed
CBB
1974
Citizens Business Bank
California
– -$204K -1,915 Closed
NP
1975
NS Partners
United Kingdom
– -$201K -1,895 Closed
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