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Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1951
Gemmer Asset Management
California
$130K -$22.8K -476 -15%
FTI
1952
Fiduciary Trust International
Massachusetts
$127K +$129K +2,692 New
PCTC
1953
Perkins Coie Trust Company
Washington
$119K – – –
SMG
1954
Spectrum Management Group
Indiana
$116K – – –
TIM
1955
Tortoise Investment Management
New York
$116K – – –
CHP
1956
Cable Hill Partners
Oregon
$116K +$42.4K +885 +57%
EWM
1957
Executive Wealth Management
Michigan
$116K +$117K +2,443 New
MFBTD
1958
MB Financial Bank - Trust Department
Illinois
$114K – – –
LWM
1959
Lenox Wealth Management
Ohio
$114K +$9.29K +194 +9%
APW
1960
Acima Private Wealth
Virginia
$114K +$115K +2,412 New
FQ
1961
First Quadrant
California
$112K -$469K -9,803 -81%
EWM
1962
Endurance Wealth Management
Rhode Island
$112K +$19.1K +400 +20%
AIA
1963
Alera Investment Advisors
Illinois
$112K +$113K +2,370 New
PRC
1964
Pearl River Capital
Michigan
$111K +$112K +2,344 New
TWMP
1965
Taylor Wealth Management Partners
Massachusetts
$109K – – –
MWC
1966
MKD Wealth Coaches
Michigan
$109K +$110K +2,308 New
WA
1967
WealthTrust-Arizona
Arizona
$108K +$526 +11 +0.5%
TVWM
1968
Tower View Wealth Management
Wisconsin
$107K -$123K -2,569 -53%
BWA
1969
BDO Wealth Advisors
Florida
$105K -$34.7K -724 -25%
LD
1970
Lipe & Dalton
New York
$99K – – –
CFA
1971
Clarfeld Financial Advisors
New York
$99K +$100K +2,092 New
CFD
1972
Creative Financial Designs
Indiana
$97K -$18.8K -393 -16%
PO
1973
Private Ocean
California
$94K +$45.4K +948 +91%
WCMN
1974
Westchester Capital Management (Nebraska)
Nebraska
$93K – – –
KIG
1975
Kessler Investment Group
Indiana
$93K +$3.83K +80 +4%
77 78
79
80 81