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Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1951
Gladstone Institutional Advisory
Florida
$754K +$375K +2,828 +110%
BA
1952
Birinyi Associates
Connecticut
$753K -$133K -1,000 -16%
AIMCA
1953
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$750K -$22.5M -169,494 -97%
CSM
1954
CAMG Solamere Management
North Carolina
$748K -$19K -143 -3%
FFG
1955
Frisch Financial Group
New York
$746K -$296K -2,234 -29%
CPC
1956
Cookson Peirce & Co
Pennsylvania
$746K +$33.2K +250 +5%
PWPS
1957
Pinnacle Wealth Planning Services
Ohio
$746K +$137K +1,035 +24%
EP
1958
Edgestream Partners
New Jersey
$744K -$490K -3,695 -41%
CAC
1959
Certified Advisory Corp
Florida
$742K -$42.8K -323 -6%
NCM
1960
Neumann Capital Management
California
$742K – – –
IFAM
1961
Institutional & Family Asset Management
Colorado
$742K +$168K +1,266 +31%
PVWM
1962
Point View Wealth Management
New Jersey
$741K -$5.83K -44 -0.8%
CG
1963
Cynosure Group
Utah
$741K +$704K +5,308 New
PCG
1964
Private Capital Group
Connecticut
$739K -$595K -4,488 -39%
EWM
1965
Evermay Wealth Management
Virginia
$737K +$12.5K +94 +2%
COI
1966
Capital One Investing
Virginia
$735K -$153K -1,154 -18%
FWM
1967
Foresight Wealth Management
Utah
$735K +$39.8K +300 +6%
BSPF
1968
British Steel Pension Fund
United Kingdom
$734K -$762K -5,745 -52%
WIM
1969
Wittenberg Investment Management
Massachusetts
$734K – – –
EIP
1970
Ellis Investment Partners
Pennsylvania
$729K – – –
MSFP
1971
Mark Sheptoff Financial Planning
Connecticut
$729K +$146K +1,100 +27%
CPIA
1972
Cornell Pochily Investment Advisors
New York
$727K +$6.9K +52 +1%
AWA
1973
AmeriServ Wealth Advisors
Pennsylvania
$726K +$66.3K +500 +11%
SAM
1974
Silphium Asset Management
United Kingdom
$726K -$189K -1,425 -22%
GSWM
1975
Golden State Wealth Management
California
$725K +$28.5K +215 +4%
77 78
79
80 81