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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1951
Cidel Asset Management
Ontario, Canada
$252K +$233K +1,653 New
WCM
1952
Westend Capital Management
California
$251K +$232K +1,646 New
DWM
1953
Dakota Wealth Management
Florida
$250K -$294K -2,081 -56%
HI
1954
Horizon Investments
North Carolina
$248K -$519K -3,673 -69%
WCM
1955
Windward Capital Management
California
$247K +$229K +1,623 New
ICM
1956
IMS Capital Management
Oregon
$246K -$175K -1,242 -43%
GI
1957
Gradient Investments
Minnesota
$244K -$3.51M -24,870 -94%
CIC
1958
Cornercap Investment Counsel
Georgia
$239K +$5.22K +37 +2%
CF
1959
CenterStar Fund
Illinois
$237K
DSN
1960
D. Scott Neal
Kentucky
$234K
PBT
1961
Pictet Bank & Trust
Bahamas
$232K
PIM
1962
Progressive Investment Management
Oregon
$232K
EM
1963
Emancipation Management
New York
$227K +$210K +1,490 New
CC
1964
Cadinha & Co
Hawaii
$225K -$5.93K -42 -3%
LWM
1965
LBA Wealth Management
Florida
$225K +$58.3K +413 +39%
RTS
1966
Round Table Services
New Jersey
$225K +$209K +1,478 New
UBV
1967
United Bank (Virginia)
Virginia
$224K
TA
1968
Teton Advisors
New York
$223K
H
1969
Hexavest
Quebec, Canada
$222K -$2.26K -16 -1%
RMC
1970
Regis Management Company
California
$217K -$333K -2,358 -62%
PCMC
1971
Paragon Capital Management (Colorado)
Colorado
$217K
BIA
1972
Barry Investment Advisors
Massachusetts
$217K +$1.55K +11 +0.8%
CAL
1973
Capital Advisors Ltd
Ohio
$216K
RCM
1974
Reynolds Capital Management
Nevada
$213K -$283K -2,003 -59%
FBFS
1975
First Business Financial Services
Wisconsin
$212K -$7.77K -55 -4%