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Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
1951
Moisand Fitzgerald Tamayo
Florida
$204K +$213K +1,763 New
PCMI
1952
Paradigm Capital Management Inc
New York
$203K – – –
ACM
1953
AUA Capital Management
Pennsylvania
$202K – – –
TCM
1954
TD Capital Management
Tennessee
$201K -$5.44K -45 -3%
BCM
1955
Bienville Capital Management
New York
$200K – – –
CRM
1956
Cramer Rosenthal McGlynn
Connecticut
$199K – – –
FMP
1957
Financial Management Professionals
Texas
$196K -$10.8K -89 -5%
CIA
1958
Cascade Investment Advisors
Oregon
$195K – – –
MIAN
1959
Mariner Independent Advisor Network
Kansas
$187K -$4.81M -39,765 -96%
DSN
1960
D. Scott Neal
Kentucky
$181K -$230K -1,906 -55%
PCFFS
1961
Pacific Center for Financial Services
California
$181K – – –
RCWMU
1962
Rothschild & Co Wealth Management (UK)
United Kingdom
$175K – – –
OFS
1963
Orrstown Financial Services
Pennsylvania
$172K -$19K -157 -10%
CHP
1964
Cable Hill Partners
Oregon
$167K -$3.14K -26 -2%
CAL
1965
Capital Advisors Ltd
Ohio
$167K +$6.29K +52 +4%
BL
1966
Balentine LLC
Georgia
$165K -$24.4K -202 -12%
BA
1967
Bristlecone Advisors
Washington
$164K +$171K +1,413 New
FWC
1968
First Washington Corp
Washington
$157K – – –
WAS
1969
WESPAC Advisors SoCal
California
$141K – – –
RWG
1970
Regal Wealth Group
California
$137K -$271K -2,241 -66%
CFG
1971
CKW Financial Group
Hawaii
$135K -$71.5K -591 -34%
PFO
1972
Pathstone Family Office
New Jersey
$127K -$243K -2,013 -65%
LD
1973
Lipe & Dalton
New York
$122K -$70.7K -585 -36%
CWM
1974
Cranbrook Wealth Management
Michigan
$121K – – –
IP
1975
Isthmus Partners
Wisconsin
$118K – – –
77 78
79
80 81