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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1951
Lyell Wealth Management
California
$214K -$1.3M -12,628 -86%
NPT
1952
Nixon Peabody Trust
Massachusetts
$214K -$25.1K -244 -11%
MCM
1953
Marathon Capital Management
Maryland
$214K +$205K +1,994 New
PBO
1954
Peoples Bank (Ohio)
Ohio
$214K +$205K +1,994 New
SIM
1955
Sonora Investment Management
Arizona
$213K +$12.3K +119 +6%
FIM
1956
Fernwood Investment Management
Massachusetts
$213K +$204K +1,983 New
FLII
1957
First Long Island Investors
New York
$212K -$21.2K -206 -9%
MWM
1958
Mascoma Wealth Management
New Hampshire
$211K +$4.12K +40 +2%
PWPS
1959
Pinnacle Wealth Planning Services
Ohio
$211K +$202K +1,964 New
HGWM
1960
Harvest Group Wealth Management
Massachusetts
$209K +$200K +1,946 New
VIM
1961
Veritas Investment Management
United Kingdom
$208K – – –
WCM
1962
Wedge Capital Management
North Carolina
$207K +$199K +1,930 New
JSL
1963
JT Stratford LLC
Georgia
$205K -$1.72M -16,698 -90%
CIC
1964
Chase Investment Counsel
Virginia
$205K -$15.5K -150 -7%
EVM
1965
Evelyn V. Moreno
$205K +$196K +1,900 New
PGA
1966
Portland Global Advisors
Maine
$204K -$14.4K -140 -7%
WA
1967
WP Advisors
California
$204K +$196K +1,901 New
WA
1968
WealthTrust-Arizona
Arizona
$203K +$153K +1,488 +370%
ACG
1969
Allen Capital Group
Nebraska
$203K +$194K +1,885 New
WFMPM
1970
Woodley Farra Manion Portfolio Management
Indiana
$203K +$194K +1,885 New
RWMH
1971
Riverpoint Wealth Management Holdings
Illinois
$202K -$102K -986 -35%
KWMG
1972
King Wealth Management Group
Florida
$202K -$43.8K -425 -18%
TDC
1973
Thompson Davis & Co
Virginia
$202K +$135K +1,313 +230%
MTC
1974
McDaniel Terry & Co
Texas
$202K +$194K +1,882 New
SC
1975
SRB Corp
Massachusetts
$200K +$11.8K +115 +7%
77 78
79
80 81