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Name Holding Trade Value Shares
Change 		Change in
Stake
SIMM
1951
Stillwater Investment Management (Minnesota)
Minnesota
$250K +$20.3K +101 +9%
SICM
1952
Sustainable Insight Capital Management
New York
$249K -$33.6K -167 -12%
WA
1953
WealthTrust-Arizona
Arizona
$248K +$403 +2 +0.2%
KWMG
1954
King Wealth Management Group
Florida
$245K +$3.22K +16 +1%
PGA
1955
Portland Global Advisors
Maine
$245K +$239K +1,185 New
WPC
1956
White Pine Capital
Minnesota
$244K -$4.03K -20 -2%
FRA
1957
Front Row Advisors
California
$244K -$1.01K -5 -0.4%
GSBTD
1958
Glenview State Bank Trust Department
Illinois
$244K – – –
CNB
1959
Camden National Bank
Maine
$243K -$14.3K -71 -6%
BWA
1960
Burt Wealth Advisors
Maryland
$243K +$60.6K +301 +34%
IWP
1961
Icon Wealth Partners
Texas
$242K -$34.2K -170 -13%
KMC
1962
Kirr Marbach & Co
Indiana
$242K – – –
OC
1963
Oakmont Corp
California
$242K – – –
VNA
1964
Valley National Advisers
Pennsylvania
$242K +$12.3K +61 +6%
CCMW
1965
Cypress Capital Management (Wyoming)
Wyoming
$241K – – –
FIMG
1966
Financial & Investment Management Group
Michigan
$241K – – –
APG
1967
Abacus Planning Group
South Carolina
$240K – – –
MC
1968
Miles Capital
Iowa
$238K -$2.42K -12 -1%
AWM
1969
AllSquare Wealth Management
New York
$237K -$6.24K -31 -3%
AA
1970
Alesco Advisors
New York
$237K +$230K +1,142 New
PCM
1971
Poehling Capital Management
Wisconsin
$233K – – –
RWM
1972
Ritholtz Wealth Management
New York
$232K -$93.4K -464 -29%
WA
1973
Wealth Architects
California
$231K -$24.6K -122 -10%
WSC
1974
Wellington Shields & Co
New York
$231K – – –
WDL
1975
Well Done LLC
Michigan
$230K – – –
77 78
79
80 81