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Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
1926
Westover Capital Advisors
Delaware
$246K – – –
LCM
1927
Lewis Capital Management
California
$246K – – –
SAF
1928
Smith Anglin Financial
Texas
$245K -$14.1K -144 -5%
SCA
1929
Stuart Chaussee & Associates
California
$245K – – –
VC
1930
Vestor Capital
Illinois
$245K -$105K -1,070 -29%
KA
1931
Klingman & Associates
New York
$245K -$167K -1,699 -39%
HA
1932
Hofer & Associates
California
$245K -$22.1K -225 -8%
JFA
1933
JNBA Financial Advisors
Minnesota
$245K +$1.96K +20 +0.8%
DCBT
1934
Dakota Community Bank & Trust
North Dakota
$245K +$982 +10 +0.4%
MCP
1935
Mirador Capital Partners
California
$244K +$33.9K +345 +15%
LCM
1936
Liberty Capital Management
Michigan
$243K – – –
PWMG
1937
Prestige Wealth Management Group
New Jersey
$243K +$4.22K +43 +2%
GFP
1938
Gryphon Financial Partners
Ohio
$242K +$8.15K +83 +3%
SC
1939
Sonen Capital
California
$242K +$36.7K +374 +16%
PCMC
1940
Private Capital Management (Colorado)
Colorado
$241K +$3.34K +34 +1%
MMPW
1941
Mitchell McLeod Pugh & Williams
Alabama
$241K +$39.3K +400 +18%
TFP
1942
Tilia Fiduciary Partners
North Carolina
$240K +$22.3K +227 +9%
BWM
1943
Baystate Wealth Management
Massachusetts
$238K +$17K +173 +7%
TCPWM
1944
Traverso Chambers Private Wealth Management
California
$238K +$2.06K +21 +0.8%
FBFS
1945
First Business Financial Services
Wisconsin
$238K +$13.8K +141 +6%
AM
1946
Atwater Malick
Pennsylvania
$237K – – –
VC
1947
Vicus Capital
Pennsylvania
$237K +$255K +2,600 New
AWM
1948
AllSquare Wealth Management
New York
$237K – – –
IDBONY
1949
Israel Discount Bank of New York
New York
$237K – – –
GJCM
1950
Grand Jean Capital Management
California
$237K +$294 +3 +0.1%
76 77
78
79 80