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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1951
Alerus Financial
North Dakota
$392K – – –
FCAG
1952
First Capital Advisors Group
New Jersey
$390K -$9.55K -84 -2%
ADMI
1953
Albert D. Mason Inc
Massachusetts
$389K – – –
AIA
1954
Alera Investment Advisors
Illinois
$388K +$402K +3,535 New
FNC
1955
First National Corp
Massachusetts
$388K +$402K +3,535 New
UBV
1956
United Bank (Virginia)
Virginia
$387K +$34.3K +302 +9%
MIM
1957
Miller Investment Management
Pennsylvania
$386K – – –
KA
1958
Klingman & Associates
New York
$385K – – –
9WM
1959
9258 Wealth Management
Ohio
$383K +$397K +3,491 New
WPW
1960
Winthrop Partners - WNY
New York
$383K – – –
RPAM
1961
Rhenman & Partners Asset Management
Sweden
$382K – – –
ATFA
1962
All Terrain Financial Advisors
Minnesota
$382K +$11.4K +100 +3%
CFA
1963
Capstone Financial Advisors
Illinois
$382K +$22.1K +194 +6%
LPIC
1964
LeJeune Puetz Investment Counsel
Michigan
$382K +$56.8K +500 +17%
AJ
1965
Ashburton (Jersey)
Jersey
$380K +$118K +1,040 +43%
BWP
1966
Bernardo Wealth Planning
Pennsylvania
$380K +$394K +3,465 New
CIM
1967
CIM Investment Management
Pennsylvania
$378K -$424K -3,730 -52%
WA
1968
Waverly Advisors
Alabama
$376K -$1.26M -11,061 -76%
BA
1969
BKS Advisors
Michigan
$374K -$174K -1,534 -31%
WG
1970
Welch Group
Alabama
$374K -$227 -2 -0.1%
GAB
1971
German American Bancorp
Indiana
$372K +$42.8K +376 +12%
GCC
1972
Guardian Capital (Canada)
Ontario, Canada
$370K +$383K +3,370 New
WCM
1973
Whitener Capital Management
North Carolina
$369K +$113K +991 +42%
JWBC
1974
John W. Bristol & Co
New York
$367K +$417K +3,670 New
AOWM
1975
Alpha Omega Wealth Management
Virginia
$365K -$11.4K -100 -3%
77 78
79
80 81