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Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
1951
First Heartland Consultants
Missouri
$792K -$72.1K -577 -8%
RIG
1952
Roosevelt Investment Group
New York
$792K -$27.5K -220 -3%
FWM
1953
Foresight Wealth Management
Utah
$792K -$7.25K -58 -0.9%
FM
1954
Foster & Motley
Ohio
$792K +$62K +496 +8%
MSR
1955
Main Street Research
Connecticut
$790K +$226K +1,811 +40%
LC
1956
Landaas & Company
Wisconsin
$789K – – –
FWP
1957
FAS Wealth Partners
Kansas
$788K +$6.38K +51 +0.8%
PPP
1958
Private Portfolio Partners
New Jersey
$787K +$118K +942 +17%
GCM
1959
Galibier Capital Management
Ontario, Canada
$787K -$312K -2,500 -28%
LB
1960
Legacy Bridge
Iowa
$784K -$9.38K -75 -1%
MA
1961
MCF Advisors
Kentucky
$782K -$60.4K -483 -7%
NERM
1962
New England Research & Management
Illinois
$781K -$15.6K -125 -2%
BCP
1963
Berkeley Capital Partners
Georgia
$779K +$16.4K +131 +2%
W
1964
WealthStone
Ohio
$779K +$290K +2,322 +59%
CIC
1965
Chilton Investment Company
Connecticut
$778K -$97.2K -778 -11%
WR
1966
Watson Rebecca
$778K -$31.9K -255 -4%
WPA
1967
West Paces Advisors
Georgia
$778K -$9.13K -73 -1%
PFC
1968
Phocas Financial Corp
California
$776K -$831K -6,651 Closed
EPA
1969
Element Pointe Advisors
Florida
$775K +$303K +2,421 +63%
HIS
1970
Horizon Investment Services
Indiana
$774K -$150K -1,200 -16%
BPCA
1971
Bank Pictet & Cie (Asia)
Singapore
$774K – – –
CWM
1972
Connecticut Wealth Management
Connecticut
$773K +$307K +2,454 +65%
MFG
1973
Merit Financial Group
Georgia
$772K -$38.6K -309 -5%
FCCM
1974
First City Capital Management
Georgia
$772K +$350K +2,802 +85%
PAM
1975
Paradigm Asset Management
New York
$769K -$137K -1,100 -15%
77 78
79
80 81