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Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1951
Doliver Advisors
Texas
$262K -$46.2K -415 -16%
EWM
1952
Evermay Wealth Management
Virginia
$259K +$111 +1 +0%
PO
1953
Private Ocean
California
$259K +$223 +2 +0.1%
I
1954
INVST
Indiana
$258K -$19.3K -173 -7%
SFS
1955
Summit Financial Strategies
Ohio
$258K +$1.89K +17 +0.8%
AIS
1956
Accurate Investment Solutions
Pennsylvania
$256K -$53.8K -483 -18%
WC
1957
Whitney & Co
New York
$256K +$6.79K +61 +3%
HIIFS
1958
Harel Insurance Investments & Financial Services
Israel
$256K +$62.3K +560 +34%
SMH
1959
Sanders Morris Harris
Texas
$255K – – –
SFSG
1960
Stearns Financial Services Group
North Carolina
$255K +$10.2K +92 +4%
GAM
1961
Gemmer Asset Management
California
$253K +$61.1K +549 +34%
FDS
1962
First Dallas Securities
Texas
$252K – – –
GIP
1963
Greatmark Investment Partners
Georgia
$252K – – –
AA
1964
Alesco Advisors
New York
$252K +$111 +1 +0%
WCM
1965
Wedge Capital Management
North Carolina
$250K +$16.6K +149 +7%
AIS
1966
American Investment Services
Massachusetts
$249K – – –
HFA
1967
Huber Financial Advisors
Illinois
$247K -$16.4K -147 -7%
HWA
1968
Heritage Way Advisors
Illinois
$246K – – –
SIC
1969
Schwartz Investment Counsel
Michigan
$246K – – –
DE
1970
Day & Ennis
Georgia
$246K +$5.34K +48 +2%
CHA
1971
Carmichael Hill & Associates
Maryland
$244K -$23.9K -215 -9%
KF
1972
Krilogy Financial
Missouri
$244K -$20.4K -183 -8%
HCP
1973
Holt Capital Partners
Texas
$241K -$28.9K -260 -11%
GCA
1974
Gradient Capital Advisors
California
$241K +$230K +2,065 New
FIM
1975
Fernwood Investment Management
Massachusetts
$240K +$228K +2,051 New
77 78
79
80 81