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Name Holding Trade Value Shares
Change 		Change in
Stake
CHP
1951
Cable Hill Partners
Oregon
$310K – – –
UF
1952
Univest Financial
Pennsylvania
$310K – – –
BCM
1953
Becker Capital Management
Oregon
$308K +$30.8K +641 +11%
AWM
1954
Apollon Wealth Management
South Carolina
$306K +$84K +1,747 +39%
CSM
1955
CAMG Solamere Management
North Carolina
$305K -$11.8K -246 -4%
AFAS
1956
Acorn Financial Advisory Services
Virginia
$305K +$38.4K +798 +15%
AGA
1957
Arkos Global Advisors
Texas
$304K – – –
SCCM
1958
Schafer Cullen Capital Management
New York
$303K – – –
DDPIC
1959
Deroy & Devereaux Private Investment Counsel
Michigan
$302K – – –
SCM
1960
Smith Capital Management
Arkansas
$302K +$3.22K +67 +1%
REMPR
1961
Roof Eidam Maycock Peralta (REMP)
California
$301K -$8.66K -180 -3%
CCB
1962
Cutter & Co Brokerage
Missouri
$301K +$289 +6 +0.1%
PJSIMP
1963
P.J. Schmidt Investment Management (PJS)
Wisconsin
$301K +$57.8K +1,202 +25%
TC
1964
Truvestments Capital
Florida
$299K -$69.6K -1,447 -19%
JLBC
1965
J.L. Bainbridge & Co
Florida
$299K +$8.85K +184 +3%
SS
1966
Sunbelt Securities
Texas
$298K -$40.6K -844 -12%
BI
1967
Ballast Inc
Kentucky
$298K +$53.8K +1,118 +23%
GSWM
1968
Golden State Wealth Management
California
$295K -$302K -6,274 -51%
FSA
1969
Fort Sheridan Advisors
Illinois
$294K -$577 -12 -0.2%
IRC
1970
Investors Research Corp
Georgia
$294K +$20.4K +425 +8%
BAAM
1971
Baker Avenue Asset Management
California
$294K +$35.2K +731 +14%
VCM
1972
Vision Capital Management
Oregon
$293K – – –
EI
1973
Ellevest Inc
New York
$291K +$29.6K +616 +12%
MWM
1974
Minot Wealth Management
Massachusetts
$290K -$976K -20,303 -78%
OIA
1975
Optimum Investment Advisors
Illinois
$290K -$75.5K -1,569 -21%
77 78
79
80 81