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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1951
Seelaus Asset Management
New Jersey
$306K +$289K +6,623 New
AA
1952
Alesco Advisors
New York
$305K – – –
FNBOO
1953
First National Bank of Omaha
Nebraska
$305K +$1.53K +35 +0.5%
CCA
1954
Clearwater Capital Advisors
Illinois
$304K +$43.6K +1,000 +18%
GVT
1955
Genesee Valley Trust
New York
$303K -$17.5K -400 -6%
PL
1956
Plancorp LLC
Missouri
$303K +$13.1K +300 +5%
LCM
1957
Leisure Capital Management
California
$303K +$18.2K +416 +7%
HI
1958
Hendershot Investments
Virginia
$300K +$161K +3,700 +132%
PCM
1959
Palisade Capital Management
New Jersey
$300K +$284K +6,504 New
DT
1960
Diversified Trust
Tennessee
$299K +$18.9K +432 +7%
MMA
1961
Miracle Mile Advisors
California
$297K – – –
HIIFS
1962
Harel Insurance Investments & Financial Services
Israel
$297K +$13.1K +300 +5%
MFBTD
1963
MB Financial Bank - Trust Department
Illinois
$297K +$74.3K +1,702 +36%
BBA
1964
Braun-Bostich & Associates
Pennsylvania
$297K +$281K +6,432 New
TWM
1965
Titus Wealth Management
California
$296K +$280K +6,410 New
RWA
1966
RGT Wealth Advisors
Texas
$293K -$48.7K -1,116 -15%
PA
1967
Parkside Advisors
California
$292K – – –
SSA
1968
South Street Advisors
New York
$290K – – –
WAG
1969
Winthrop Advisory Group
Massachusetts
$289K +$298K +6,822 New
ACG
1970
Allen Capital Group
Nebraska
$288K +$272K +6,238 New
BCP
1971
Berkeley Capital Partners
Georgia
$288K +$272K +6,244 New
SWM
1972
Segment Wealth Management
Texas
$287K -$43.1K -987 -14%
WAAG
1973
Wealth Alliance Advisory Group
Kansas
$286K +$271K +6,199 New
ARMC
1974
American Research & Management Company
Massachusetts
$285K +$187K +4,277 +225%
CHA
1975
Cooper/Haims Advisors
New York
$284K +$268K +6,145 New
77 78
79
80 81