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Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
1951
Simon Quick Advisors
New Jersey
$301K +$85.9K +479 +38%
HFA
1952
Huber Financial Advisors
Illinois
$300K – – –
CA
1953
Cornerstone Advisory
Maryland
$300K +$4.12K +23 +1%
EIP
1954
Ellis Investment Partners
Pennsylvania
$299K +$312K +1,741 New
CAM
1955
Cidel Asset Management
Ontario, Canada
$298K +$538 +3 +0.2%
GIM
1956
Groesbeck Investment Management
New Jersey
$297K -$84.6K -472 -21%
PD
1957
Planning Directions
Pennsylvania
$294K +$46.4K +259 +18%
CSPIA
1958
Cary Street Partners Investment Advisory
Virginia
$293K +$306K +1,707 New
MWM
1959
Mascoma Wealth Management
New Hampshire
$291K +$54K +301 +22%
SCP
1960
Seizert Capital Partners
Michigan
$289K -$16.3K -91 -5%
ACM
1961
Armbruster Capital Management
New York
$289K – – –
BC
1962
Barnett & Company
Tennessee
$289K – – –
HCM
1963
HMS Capital Management
Tennessee
$288K – – –
OMC
1964
Overbrook Management Corp
New York
$288K – – –
TCM
1965
Towercrest Capital Management
Pennsylvania
$287K +$1.61K +9 +0.5%
BWCS
1966
Beirne Wealth Consulting Services
Connecticut
$287K +$299K +1,669 New
DSAM
1967
Dock Street Asset Management
Florida
$286K – – –
SICM
1968
Sustainable Insight Capital Management
New York
$286K +$83.6K +466 +39%
AIA
1969
Alera Investment Advisors
Illinois
$286K +$299K +1,666 New
LBC
1970
Lawrence B. Cohen
$285K +$13.1K +73 +5%
SCA
1971
Sippican Capital Advisors
Massachusetts
$284K – – –
MTC
1972
McDaniel Terry & Co
Texas
$284K +$1.61K +9 +0.5%
PCMK
1973
Paragon Capital Management (Kansas)
Kansas
$284K +$72.4K +404 +32%
ACP
1974
Arcus Capital Partners
Georgia
$282K +$6.81K +38 +2%
FRM
1975
Fox Run Management
Connecticut
$282K +$294K +1,639 New
77 78
79
80 81