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Name Holding Trade Value Shares
Change 		Change in
Stake
LSC
1951
Lesa Sroufe & Co
Washington
$414K +$1.45K +8 +0.4%
MCA
1952
Mercer Capital Advisers
New Jersey
$413K -$235K -1,300 -38%
TC
1953
Trilogy Capital
California
$412K +$86.7K +480 +29%
ACM
1954
AUA Capital Management
Pennsylvania
$410K – – –
ZIC
1955
ZWJ Investment Counsel
Georgia
$408K -$88.2K -488 -19%
CCM
1956
Carlson Capital Management
Minnesota
$408K +$361 +2 +0.1%
RWM
1957
Ritholtz Wealth Management
New York
$406K +$64.9K +359 +21%
HPCM
1958
High Pointe Capital Management
Illinois
$405K – – –
CAC
1959
Certified Advisory Corp
Florida
$404K -$17.3K -96 -4%
DWM
1960
Dynasty Wealth Management
Florida
$404K +$16.1K +89 +4%
HCM
1961
Harvest Capital Management
New Hampshire
$401K +$2.17K +12 +0.6%
BAAM
1962
Baker Avenue Asset Management
California
$400K -$654K -3,619 -64%
LIA
1963
LBMC Investment Advisors
Tennessee
$399K +$17.2K +95 +5%
ME
1964
McIlrath & Eck
Washington
$398K -$121K -667 -25%
11A
1965
10-15 Associates
New York
$398K +$27.1K +150 +8%
FPFS
1966
First Personal Financial Services
North Carolina
$393K -$763K -4,224 -68%
FC
1967
Financial Consulate
Maryland
$393K – – –
WPA
1968
West Paces Advisors
Georgia
$393K +$181 +1 +0%
GWS
1969
Glassman Wealth Services
Virginia
$392K -$35.1K -194 -9%
AAIM
1970
American Assets Investment Management
California
$392K – – –
SFWA
1971
Summit Financial Wealth Advisors
Louisiana
$390K – – –
PC
1972
Pecaut & Co
Iowa
$390K +$22.6K +125 +7%
JWM
1973
JGP Wealth Management
Oregon
$390K +$362K +2,005 New
EMG
1974
Ellington Management Group
Connecticut
$389K -$831K -4,600 -70%
SFM
1975
Systematic Financial Management
New Jersey
$389K – – –
77 78
79
80 81