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Name Holding Trade Value Shares
Change 		Change in
Stake
SHJ
1951
Sharkey, Howes & Javer
Colorado
$295K +$315K +7,244 New
DGI
1952
Disciplined Growth Investors
Minnesota
$294K +$315K +7,225 New
ST
1953
Spot Trading
Illinois
$293K -$17.7M -405,931 -98%
CP
1954
Coho Partners
Pennsylvania
$293K – – –
SSA
1955
South Street Advisors
New York
$292K – – –
RHBC
1956
R.H. Bluestein & Co
Michigan
$291K -$23.9K -548 -7%
OAM
1957
Oberweis Asset Management
Illinois
$291K – – –
AWS
1958
Aris Wealth Services
Pennsylvania
$291K +$21.8K +500 +8%
BB
1959
Bell Bank
North Dakota
$290K +$20.5K +470 +7%
PFA
1960
Paradigm Financial Advisors
Missouri
$289K -$182K -4,173 -37%
HI
1961
Hudock Inc
Pennsylvania
$286K -$541K -12,435 -64%
AW
1962
Alpha Windward
Massachusetts
$282K -$5.05K -116 -2%
PAS
1963
Professional Advisory Services
Florida
$282K – – –
HFS
1964
Haverford Financial Services
Pennsylvania
$281K +$301K +6,908 New
BCM
1965
Brown Capital Management
Maryland
$280K – – –
CRC
1966
Curi RMB Capital
Illinois
$280K +$23.8K +547 +9%
REMPR
1967
Roof Eidam Maycock Peralta (REMP)
California
$279K -$1.1M -25,170 -79%
CCA
1968
Conestoga Capital Advisors
Pennsylvania
$279K – – –
ZAM
1969
Zevin Asset Management
Massachusetts
$276K +$29K +666 +11%
PCM
1970
Perkins Capital Management
Minnesota
$275K -$29.4K -675 -9%
KL
1971
KWMG LLC
Kansas
$275K +$2.52K +58 +1%
RC
1972
RBF Capital
California
$275K +$21.8K +500 +8%
SHWM
1973
Smith & Howard Wealth Management
Georgia
$275K +$295K +6,765 New
TIM
1974
Tortoise Investment Management
New York
$273K +$58.5K +1,343 +25%
BHA
1975
Beech Hill Advisors
New York
$272K – – –
77 78
79
80 81