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Name Holding Trade Value Shares
Change
Change in
Stake
QAM
1951
QCI Asset Management
New York
$81K +$3.45K +108 +5%
CIA
1952
Cascade Investment Advisors
Oregon
$79.9K +$76.3K +2,392 New
AA
1953
AlphaMark Advisors
Kentucky
$77K -$3.35K -105 -4%
VC
1954
Vestor Capital
Illinois
$77K
IC
1955
IKOS CIF
Cyprus
$75K -$840K -26,326 -92%
TIM
1956
Tortoise Investment Management
New York
$75K
GBT
1957
Grove Bank & Trust
Florida
$75K +$51.8K +1,623 +258%
TJHA
1958
Thomas J. Herzfeld Advisors
Florida
$70K +$23.2K +728 +54%
HHMI
1959
Howard Hughes Medical Institute
Maryland
$61K -$297K -9,293 -84%
LBG
1960
Lloyds Banking Group
United Kingdom
$60K
FNBSF
1961
First National Bank Sioux Falls
South Dakota
$57K
RWM
1962
Raffa Wealth Management
District of Columbia
$56.3K
LWM
1963
Lenox Wealth Management
Ohio
$56K -$8.68K -272 -14%
WI
1964
Wintrust Investments
Illinois
$55K +$817K +25,592 New
LIM
1965
Lagoda Investment Management
New York
$54K
KAS
1966
Kemnay Advisory Services
New York
$53K
WAS
1967
WESPAC Advisors SoCal
California
$51.2K
WAP
1968
Wealthcare Advisory Partners
Pennsylvania
$50K +$47.5K +1,488 New
CFN
1969
Cordasco Financial Network
Florida
$45K
SHJ
1970
Sharkey, Howes & Javer
Colorado
$44K
SAC
1971
Smith Affiliated Capital
New York
$35.2K
LGWM
1972
Litman Gregory Wealth Management
California
$35K
CA
1973
CapWealth Advisors
Tennessee
$34K -$12K -377 -27%
IP
1974
Isthmus Partners
Wisconsin
$27K
IF
1975
Ironwood Financial
Arizona
$26K