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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1926
Coho Partners
Pennsylvania
$318K – – –
AA
1927
Alesco Advisors
New York
$316K -$12.5K -275 -4%
ZAM
1928
Zevin Asset Management
Massachusetts
$315K +$16.2K +355 +5%
TIM
1929
Tortoise Investment Management
New York
$315K +$18.3K +400 +6%
EWM
1930
Evermay Wealth Management
Virginia
$314K -$23.6K -518 -7%
SHJ
1931
Sharkey, Howes & Javer
Colorado
$314K -$6.43K -141 -2%
SSA
1932
South Street Advisors
New York
$313K -$4.75K -104 -1%
DAM
1933
Doheny Asset Management
California
$310K +$320K +7,021 New
FIM
1934
Fernwood Investment Management
Massachusetts
$309K +$18.3K +400 +6%
FWM
1935
Focused Wealth Management
New York
$307K -$88.7K -1,945 -22%
PAS
1936
Professional Advisory Services
Florida
$306K – – –
VIA
1937
Vantage Investment Advisors
Pennsylvania
$305K -$170K -3,735 -35%
RIG
1938
Renaissance Investment Group
Massachusetts
$304K -$22.8K -500 -7%
BCM
1939
Brown Capital Management
Maryland
$304K – – –
CCA
1940
Conestoga Capital Advisors
Pennsylvania
$303K – – –
VCM
1941
Vigilant Capital Management
Maine
$302K +$251K +5,500 +407%
KTC
1942
Kistler-Tiffany Companies
Pennsylvania
$300K +$10.3K +225 +3%
AW
1943
Alpha Windward
Massachusetts
$299K -$7.99K -175 -3%
REMPR
1944
Roof Eidam Maycock Peralta (REMP)
California
$299K -$4.56K -100 -1%
PCM
1945
Perkins Capital Management
Minnesota
$298K – – –
RC
1946
RBF Capital
California
$298K – – –
WCM
1947
Windsor Capital Management
Arizona
$298K +$51K +1,118 +20%
LSA
1948
L & S Advisors
California
$298K +$308K +6,741 New
MWM
1949
Modera Wealth Management
New Jersey
$297K +$77.9K +1,708 +34%
HI
1950
Hudock Inc
Pennsylvania
$295K -$15.2K -333 -5%
76 77
78
79 80