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Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1951
Delta Asset Management
Tennessee
$18K -$6.94K -87 -29%
DRS
1952
Deane Retirement Strategies
Louisiana
$18K – – –
HB
1953
Horizon Bancorp
Indiana
$18K – – –
TCM
1954
TD Capital Management
Tennessee
$18K +$80 +1 +0.5%
CFFP
1955
Center for Financial Planning
Michigan
$18K +$8.38K +105 +97%
FWM
1956
Filbrandt Wealth Management
Wisconsin
$17K -$80 -1 -0.5%
AP
1957
Atwood & Palmer
Missouri
$17K – – –
CWM
1958
Cranbrook Wealth Management
Michigan
$17K – – –
OAJ
1959
Ogorek Anthony Joseph
New York
$17K – – –
CHA
1960
Carmichael Hill & Associates
Maryland
$17K +$80 +1 +0.5%
RWG
1961
Regal Wealth Group
California
$17K +$80 +1 +0.5%
JGIA
1962
Jackson Grant Investment Advisers
Connecticut
$16K – – –
SWM
1963
Selective Wealth Management
Virginia
$16K – – –
TCCM
1964
Timber Creek Capital Management
Massachusetts
$15K – – –
ECM
1965
Estabrook Capital Management
New York
$14.4K – – –
TFM
1966
TFC Financial Management
Massachusetts
$14K +$13.2K +166 New
JSC
1967
Jackson Square Capital
California
$13K – – –
FP
1968
Financial Perspectives
Minnesota
$12.2K +$80 +1 +0.7%
RBC
1969
Roble Belko & Company
Pennsylvania
$12K +$1.12K +14 +11%
PCM
1970
Prelude Capital Management
New York
$11K -$382K -4,791 -97%
BFG
1971
Baron Financial Group
New Jersey
$10.3K +$9.57K +120 New
TSW
1972
Thompson Siegel & Walmsley
Virginia
$10K -$399K -5,000 -98%
MFT
1973
Moisand Fitzgerald Tamayo
Florida
$10K – – –
TJHA
1974
Thomas J. Herzfeld Advisors
Florida
$10K – – –
CCM
1975
Chiron Capital Management
Florida
$10K +$9.57K +120 New
77 78
79
80 81