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Name Holding Trade Value Shares
Change 		Change in
Stake
CHP
1951
Cable Hill Partners
Oregon
$263K -$2.89K -26 -1%
DA
1952
Doliver Advisors
Texas
$262K -$46.2K -415 -16%
EWM
1953
Evermay Wealth Management
Virginia
$259K +$111 +1 +0%
PO
1954
Private Ocean
California
$259K +$223 +2 +0.1%
I
1955
INVST
Indiana
$258K -$19.3K -173 -7%
SFS
1956
Summit Financial Strategies
Ohio
$258K +$1.89K +17 +0.8%
AIS
1957
Accurate Investment Solutions
Pennsylvania
$256K -$53.8K -483 -18%
WC
1958
Whitney & Co
New York
$256K +$6.79K +61 +3%
HIIFS
1959
Harel Insurance Investments & Financial Services
Israel
$256K +$62.3K +560 +34%
SMH
1960
Sanders Morris Harris
Texas
$255K – – –
SFSG
1961
Stearns Financial Services Group
North Carolina
$255K +$10.2K +92 +4%
GAM
1962
Gemmer Asset Management
California
$253K +$61.1K +549 +34%
FDS
1963
First Dallas Securities
Texas
$252K – – –
GIP
1964
Greatmark Investment Partners
Georgia
$252K – – –
AA
1965
Alesco Advisors
New York
$252K +$111 +1 +0%
WCM
1966
Wedge Capital Management
North Carolina
$250K +$16.6K +149 +7%
AIS
1967
American Investment Services
Massachusetts
$249K – – –
HFA
1968
Huber Financial Advisors
Illinois
$247K -$16.4K -147 -7%
HWA
1969
Heritage Way Advisors
Illinois
$246K – – –
SIC
1970
Schwartz Investment Counsel
Michigan
$246K – – –
DE
1971
Day & Ennis
Georgia
$246K +$5.34K +48 +2%
CHA
1972
Carmichael Hill & Associates
Maryland
$244K -$23.9K -215 -9%
KF
1973
Krilogy Financial
Missouri
$244K -$20.4K -183 -8%
HCP
1974
Holt Capital Partners
Texas
$241K -$28.9K -260 -11%
GCA
1975
Gradient Capital Advisors
California
$241K +$230K +2,065 New
77 78
79
80 81