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Name Holding Trade Value Shares
Change 		Change in
Stake
SAC
1951
Smith Affiliated Capital
New York
$19.5K – – –
BCFS
1952
Butensky & Cohen Financial Security
Florida
$19K -$11.8K -236 -37%
TCM
1953
TD Capital Management
Tennessee
$19K – – –
WAP
1954
Wealthcare Advisory Partners
Pennsylvania
$19K – – –
IUHSA
1955
Itau Unibanco Holding S.A.
Brazil
$18K +$18.6K +370 New
MAS
1956
Madden Advisory Services
Florida
$16K +$17.4K +347 New
RI
1957
Redwood Investments
Massachusetts
$15K – – –
WA
1958
WealthTrust-Arizona
Arizona
$15K – – –
UWPG
1959
Ullmann Wealth Partners Group
Florida
$14K +$14.7K +293 New
RBC
1960
Roble Belko & Company
Pennsylvania
$13K -$15.1K -300 -54%
BCI
1961
Brinker Capital Investments
Pennsylvania
$13K – – –
IF
1962
Ironwood Financial
Arizona
$12K +$2.76K +55 +28%
HIM
1963
Hillsdale Investment Management
Ontario, Canada
$11K -$329K -6,553 -97%
NYLT
1964
New York Life Trust
New York
$9K -$174K -3,475 -95%
FMP
1965
Financial Management Professionals
Texas
$9K +$8.73K +174 +600%
HS
1966
Horan Securities
United States
$9K +$9.78K +195 New
FCA
1967
Florence Capital Advisors
New York
$7K – – –
LBG
1968
Lloyds Banking Group
United Kingdom
$7K – – –
VIMU
1969
Veritas Investment Management (UK)
United Kingdom
$7K – – –
IAS
1970
INR Advisory Services
Pennsylvania
$7K +$6.82K +136 New
AWA
1971
Artemis Wealth Advisors
New York
$6.97K – – –
SLF
1972
Sun Life Financial
Ontario, Canada
$6.83K +$16.7K +333 New
BIMC
1973
Benson Investment Management Company
Virginia
$4K – – –
SGAM
1974
Smith Group Asset Management
Texas
$3K – – –
TCCM
1975
Timber Creek Capital Management
Massachusetts
$2K -$12.5K -250 -83%
77 78
79
80 81