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Name Holding Trade Value Shares
Change 		Change in
Stake
BP
1951
Ballentine Partners
Massachusetts
$211K -$1.54M -10,316 -87%
UBV
1952
United Bank (Virginia)
Virginia
$209K – – –
RMC
1953
Regis Management Company
California
$207K +$5.52K +37 +3%
WA
1954
Winfield Associates
Ohio
$207K +$5.97K +40 +3%
BIA
1955
Barry Investment Advisors
Massachusetts
$205K +$1.49K +10 +0.7%
TIM
1956
Tortoise Investment Management
New York
$203K – – –
MTIM
1957
Marathon Trading Investment Management
Pennsylvania
$202K +$3.13K +21 +1%
LWMG
1958
Lakeside Wealth Management Group
$202K +$212K +1,422 New
BC
1959
Barnett & Company
Tennessee
$199K +$23.3K +156 +13%
CAL
1960
Capital Advisors Ltd
Ohio
$197K – – –
FWC
1961
First Washington Corp
Washington
$193K -$77.9K -522 -28%
TCM
1962
Tuttle Capital Management
Connecticut
$191K +$201K +1,345 New
H
1963
Hexavest
Quebec, Canada
$183K -$20.1K -135 -9%
CHP
1964
Cable Hill Partners
Oregon
$180K +$53.1K +356 +38%
SHJ
1965
Sharkey, Howes & Javer
Colorado
$179K – – –
BL
1966
Balentine LLC
Georgia
$179K +$2.83K +19 +2%
CWM
1967
Cranbrook Wealth Management
Michigan
$177K – – –
CFN
1968
Cordasco Financial Network
Florida
$176K – – –
JIR
1969
James Investment Research
Ohio
$173K – – –
NHFG
1970
New Harbor Financial Group
Massachusetts
$172K +$57.1K +383 +46%
CFG
1971
CKW Financial Group
Hawaii
$166K – – –
TCCM
1972
Timber Creek Capital Management
Massachusetts
$163K +$109K +732 +176%
RFWA
1973
RPg Family Wealth Advisory
Massachusetts
$156K -$108K -726 -40%
RS
1974
Robeco Schweiz
Switzerland
$151K – – –
DPA
1975
Delphi Private Advisors
California
$149K -$13.6K -91 -8%
77 78
79
80 81