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Name Holding Trade Value Shares
Change 		Change in
Stake
SWK
1951
Stephen W. Kidder
$612K -$111K -1,950 -16%
CC
1952
Cadinha & Co
Hawaii
$611K -$9.08M -159,825 -94%
AIM
1953
Aspen Investment Management
Michigan
$610K +$1.14K +20 +0.2%
KWMG
1954
King Wealth Management Group
Florida
$608K +$966 +17 +0.2%
RSWM
1955
Robertson Stephens Wealth Management
California
$608K -$3.41K -60 -0.6%
ACM
1956
Argent Capital Management
Missouri
$608K -$50K -880 -8%
AA
1957
Advisory Alpha
Michigan
$607K +$81K +1,426 +16%
WDC
1958
Woodward Diversified Capital
California
$607K -$20.7K -364 -3%
CSI
1959
Cross Staff Investments
New York
$607K +$33.2K +584 +6%
MCM
1960
Maple Capital Management
Vermont
$607K -$16.5K -290 -3%
RGF
1961
Retirement Guys Formula
Ohio
$607K -$17.9K -315 -3%
OL
1962
OneFund LLC
Florida
$606K +$584K +10,289 New
MFWP
1963
Mosaic Family Wealth Partners
Missouri
$606K +$17K +300 +3%
DWMS
1964
Dominguez Wealth Management Solutions
Virginia
$606K -$43.1K -759 -7%
THWM
1965
Taylor Hoffman Wealth Management
Virginia
$606K – – –
GSB
1966
Greenfield Savings Bank
Massachusetts
$605K -$9.71K -171 -2%
RMC
1967
Resources Management Corp
Connecticut
$605K -$25.6K -450 -4%
BMCM
1968
Burns Matteson Capital Management
New York
$604K – – –
SIS
1969
Strategic Investment Solutions
Illinois
$602K -$11.8M -208,003 -95%
GIA
1970
GHP Investment Advisors
Colorado
$602K -$46K -810 -7%
BSB
1971
Bangor Savings Bank
Maine
$601K -$42.6K -750 -7%
LAM
1972
Lingohr Asset Management
Germany
$601K – – –
SIG
1973
Spinnaker Investment Group
California
$600K -$27.9K -492 -5%
CAM
1974
Cubic Asset Management
Massachusetts
$600K -$1.14K -20 -0.2%
CCFCSB
1975
Cape Cod Five Cents Savings Bank
Massachusetts
$598K -$580K -10,218 -50%
77 78
79
80 81