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Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
1951
The Family Firm
Maryland
$269K -$22K -416 -8%
AWS
1952
AJ Wealth Strategies
New York
$269K – – –
KTA
1953
Keeley-Teton Advisors
Illinois
$269K +$267K +5,037 New
CIA
1954
CCM Investment Advisers
South Carolina
$268K -$142K -2,675 -35%
CAG
1955
Crestwood Advisors Group
Massachusetts
$268K -$45.1K -852 -14%
CCA
1956
Conestoga Capital Advisors
Pennsylvania
$268K – – –
DIA
1957
Davidson Investment Advisors
Montana
$267K -$41.6K -786 -14%
AC
1958
Allstate Corporation
Illinois
$266K -$5.24K -99 -2%
ANTB
1959
AMG National Trust Bank
Colorado
$265K – – –
BIA
1960
BHK Investment Advisors
Alabama
$265K – – –
EIA
1961
Eldridge Investment Advisors
New Hampshire
$263K -$16.4K -310 -6%
BC
1962
Banced Corp
Illinois
$259K -$11.4K -216 -4%
BAAM
1963
Baker Avenue Asset Management
California
$259K +$256K +4,844 New
SPI
1964
Santori & Peters Inc
Pennsylvania
$258K +$28.1K +531 +12%
TIM
1965
Total Investment Management
Arizona
$256K +$847 +16 +0.3%
SMM
1966
Stadion Money Management
Georgia
$255K -$56.3K -1,064 -18%
CS
1967
Cannell & Spears
New York
$255K -$1.91K -36 -0.7%
MAS
1968
Managed Account Services
Florida
$254K – – –
ODG
1969
O'Dell Group
Ohio
$254K +$2.17K +41 +0.9%
PGA
1970
Portland Global Advisors
Maine
$253K -$26.5K -500 -10%
KA
1971
Klingman & Associates
New York
$253K – – –
MMM
1972
Mendel Money Management
Illinois
$252K +$249K +4,712 New
AW
1973
Alpha Windward
Massachusetts
$251K -$7.25K -137 -3%
AEPG
1974
American Economic Planning Group
New Jersey
$251K +$3.18K +60 +1%
RGNCM
1975
R.G. Niederhoffer Capital Management
New York
$251K +$249K +4,700 New
77 78
79
80 81