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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1951
Windsor Capital Management
Arizona
$590K -$453 -2 -0.1%
EMB
1952
Elefante Mark B
$590K +$5.66K +25 +0.9%
MAS
1953
Managed Account Services
Florida
$587K – – –
CCP
1954
Clarkston Capital Partners
Michigan
$585K +$21.3K +94 +4%
RTC
1955
Riverview Trust Company
Washington
$584K – – –
PLFAM
1956
Pineno Levin & Ford Asset Management
Virginia
$583K – – –
RIA
1957
Regal Investment Advisors
Michigan
$582K -$39.6K -175 -6%
TCB
1958
Texas Capital Bancshares
Texas
$582K -$4.76K -21 -0.8%
ACM
1959
AUA Capital Management
Pennsylvania
$581K -$84.9K -375 -12%
KFI
1960
Key Financial Inc
Pennsylvania
$581K +$602K +2,659 New
GWS
1961
Glassman Wealth Services
Virginia
$580K -$38K -168 -6%
M
1962
MOTCO
Texas
$580K +$69.8K +308 +13%
PA
1963
PSI Advisors
Florida
$580K +$602K +2,656 New
GSBTD
1964
Glenview State Bank Trust Department
Illinois
$579K -$51K -225 -8%
LFG
1965
Larson Financial Group
Missouri
$579K +$3.4K +15 +0.6%
SFG
1966
Sowa Financial Group
Rhode Island
$579K +$600K +2,651 New
NSB
1967
Norway Savings Bank
Maine
$577K -$200K -881 -25%
TIA
1968
Traphagen Investment Advisors
New Jersey
$576K +$39.2K +173 +7%
CAM
1969
Claret Asset Management
Quebec, Canada
$576K -$15.6K -69 -3%
DDC
1970
DF Dent & Co
Maryland
$576K +$1.13K +5 +0.2%
MCA
1971
Mercer Capital Advisers
New Jersey
$575K – – –
PAS
1972
Partnervest Advisory Services
California
$573K -$326K -1,440 -35%
PHS
1973
Pekin Hardy Strauss
Illinois
$571K – – –
KWA
1974
KCS Wealth Advisory
California
$571K +$21.3K +94 +4%
WI
1975
WrapManager Inc
California
$569K +$16.8K +74 +3%
77 78
79
80 81