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Name Holding Trade Value Shares
Change
Change in
Stake
SM
1951
Salzhauer Michael
$201K
PFC
1952
Phocas Financial Corp
California
$200K -$819K -25,972 -81%
RFWA
1953
RPg Family Wealth Advisory
Massachusetts
$198K +$93.3K +2,959 +91%
AIM
1954
Acrospire Investment Management
Illinois
$198K +$126K +4,006 +181%
PCFFS
1955
Pacific Center for Financial Services
California
$197K +$4.16K +132 +2%
SAM
1956
Shamrock Asset Management
Texas
$193K -$25.9K -821 -12%
SQA
1957
Simon Quick Advisors
New Jersey
$193K -$18.3K -581 -9%
BL
1958
Balentine LLC
Georgia
$193K -$2.18K -69 -1%
AIM
1959
Acropolis Investment Management
Missouri
$188K +$11.7K +371 +7%
TIM
1960
Tortoise Investment Management
New York
$185K -$11.1K -351 -6%
SIAP
1961
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$179K +$23.3K +740 +15%
CWM
1962
Catamount Wealth Management
Connecticut
$175K
SA
1963
SpiderRock Advisors
Delaware
$175K
VWA
1964
V Wealth Advisors
Kansas
$173K -$187K -5,932 -52%
PA
1965
Perennial Advisors
New York
$172K +$12.5K +396 +8%
CWM
1966
Cranbrook Wealth Management
Michigan
$168K
FWC
1967
First Washington Corp
Washington
$168K
SM
1968
SG3 Management
Puerto Rico
$168K +$166K +5,270 New
LA
1969
Legacy Advisors
Pennsylvania
$164K +$50.1K +1,589 +44%
PG
1970
Patten Group
Tennessee
$163K -$11.1K -353 -6%
NCM
1971
Nelson Capital Management
California
$161K +$6.65K +211 +4%
CIA
1972
Cascade Investment Advisors
Oregon
$157K +$73.1K +2,319 +89%
LD
1973
Lipe & Dalton
New York
$155K +$9.96K +316 +7%
FMP
1974
Financial Management Professionals
Texas
$151K
HCA
1975
Heck Capital Advisors
Wisconsin
$149K -$11.3K -359 -7%