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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1951
Northwest Capital Management
Oregon
$201K +$194K +3,955 New
FQ
1952
First Quadrant
California
$200K -$3.19K -65 -2%
TWA
1953
TCI Wealth Advisors
Arizona
$191K -$8.53K -174 -4%
BEAM
1954
Baker Ellis Asset Management
Washington
$188K -$9.8K -200 -5%
BCI
1955
Brinker Capital Investments
Pennsylvania
$188K +$20K +409 +12%
LWM
1956
Lenox Wealth Management
Ohio
$187K – – –
AIM
1957
Advantage Investment Management
Iowa
$184K -$2.55K -52 -1%
GAM
1958
Gemmer Asset Management
California
$184K +$14.4K +294 +9%
BEI
1959
Benjamin Edwards Inc
Missouri
$183K +$108K +2,199 +158%
PWP
1960
Personal Wealth Partners
Minnesota
$183K +$176K +3,587 New
LWA
1961
Lenox Wealth Advisors
New York
$175K +$103K +2,100 +156%
TVWM
1962
Tower View Wealth Management
Wisconsin
$172K +$20.6K +420 +14%
LFG
1963
LifePlan Financial Group
Ohio
$171K – – –
AC
1964
Avestar Capital
New York
$169K -$6.42K -131 -3%
DOA
1965
D'Orazio & Associates
Virginia
$166K -$2.06K -42 -1%
SAM
1966
Security Asset Management
New York
$163K -$78.4K -1,600 -33%
AFIA
1967
America First Investment Advisors
Nebraska
$163K -$9.8K -200 -6%
SLF
1968
Sun Life Financial
Ontario, Canada
$159K -$169K -3,451 -53%
PCTC
1969
Perkins Coie Trust Company
Washington
$159K +$29.2K +595 +24%
BWP
1970
Baldwin Wealth Partners
Massachusetts
$154K – – –
IWA
1971
Intercontinental Wealth Advisors
Texas
$154K – – –
AIP
1972
Almanack Investment Partners
Pennsylvania
$154K +$147K +3,000 New
ACM
1973
AUA Capital Management
Pennsylvania
$153K – – –
GCM
1974
Gladius Capital Management
Illinois
$151K +$143K +2,909 New
SL
1975
Salomon & Ludwin
Virginia
$149K +$100K +2,040 +231%
77 78
79
80 81