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Name Holding Trade Value Shares
Change 		Change in
Stake
JGUA
1951
John G. Ullman & Associates
New York
$221K +$232K +4,625 New
VSWA
1952
Vontobel Swiss Wealth Advisors
Switzerland
$219K – – –
BCM
1953
Breiter Capital Management
Florida
$217K +$11.8K +234 +5%
PEA
1954
Pacific Edge Advisors
California
$216K +$227K +4,520 New
B
1955
Bellecapital
Switzerland
$215K – – –
EPP
1956
ETF Portfolio Partners
Kansas
$215K – – –
HCC
1957
Hirtle Callaghan & Co
Pennsylvania
$215K – – –
GCA
1958
Gradient Capital Advisors
California
$214K -$14.3K -284 -6%
SFC
1959
SYM Financial Corp
Indiana
$213K -$45.2K -900 -17%
HCM
1960
Harvest Capital Management
New Hampshire
$213K – – –
WAM
1961
Winslow Asset Management
Ohio
$213K – – –
CF
1962
Corrigan Financial
Rhode Island
$212K -$37.5K -746 -14%
IWA
1963
Inspirion Wealth Advisors
Illinois
$211K -$9.85K -196 -4%
OLA
1964
Oliver Luxxe Assets
New Jersey
$211K -$1.86K -37 -0.8%
CCA
1965
Clearwater Capital Advisors
Illinois
$210K -$22.7K -451 -9%
MIH
1966
Meitav Investment House
Israel
$210K -$3.57K -71 -2%
TIM
1967
Total Investment Management
Arizona
$210K +$221K +4,402 New
BA
1968
Bristlecone Advisors
Washington
$208K -$336K -6,690 -61%
PGA
1969
Portland Global Advisors
Maine
$206K -$4.42K -88 -2%
LCM
1970
Leisure Capital Management
California
$206K -$1.36K -27 -0.6%
SCM
1971
Silvant Capital Management
Georgia
$206K +$216K +4,304 New
HIS
1972
Horizon Investment Services
Indiana
$206K +$217K +4,310 New
IA
1973
Independence Advisors
Pennsylvania
$205K +$3.97K +79 +2%
RPC
1974
Rossmore Private Capital
Connecticut
$204K +$12.8K +255 +6%
FLII
1975
First Long Island Investors
New York
$203K -$86.1K -1,714 -29%
77 78
79
80 81