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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1926
Barber Financial Group
Kansas
$455K +$109 +1 +0%
WA
1927
Wealth Architects
California
$454K -$5.11K -47 -1%
BCCM
1928
Bridge Creek Capital Management
Massachusetts
$454K – – –
Klingman & Associates
1929
Klingman & Associates
New York
$454K +$23.5K +216 +6%
OMIC
1930
Old Mission Investment Co
Michigan
$453K +$48.6K +447 +12%
LC
1931
Landaas & Company
Wisconsin
$453K – – –
SCM
1932
Southport Capital Management
Tennessee
$452K +$34K +313 +8%
FFIC
1933
First Fiduciary Investment Counsel
Ohio
$451K – – –
FWM
1934
FSA Wealth Management
Massachusetts
$451K – – –
VHAM
1935
Van Hulzen Asset Management
California
$451K – – –
FFA
1936
Founders Financial Alliance
North Carolina
$451K +$48.9K +450 +12%
IA
1937
Insight Advisors
Pennsylvania
$451K +$448K +4,118 New
SFP
1938
Sandbox Financial Partners
Maryland
$451K +$448K +4,118 New
EH
1939
Employers Holdings
Nevada
$450K – – –
CF
1940
Corrigan Financial
Rhode Island
$448K +$47.3K +435 +12%
CIP
1941
Convergence Investment Partners
Florida
$448K +$10K +92 +2%
NIM
1942
NuWave Investment Management
New Jersey
$447K +$430K +3,952 +2,994%
HCM
1943
Hollencrest Capital Management
California
$446K -$26.1K -240 -6%
Wedge Capital Management
1944
Wedge Capital Management
North Carolina
$446K – – –
CFS
1945
Cannon Financial Strategists
Georgia
$445K – – –
NAM
1946
NorthCoast Asset Management
Connecticut
$443K +$28.5K +262 +7%
SHA
1947
Seneca House Advisors
Virginia
$442K +$20.3K +187 +5%
LB
1948
Legacy Bridge
Iowa
$441K – – –
TSS
1949
Two Sigma Securities
New York
$441K +$438K +4,027 New
HWMG
1950
Hurlow Wealth Management Group
Indiana
$440K – – –