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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1951
Endurance Wealth Management
Rhode Island
$101K +$42.5K +500 +71%
LWM
1952
Lenox Wealth Management
Ohio
$96K +$36K +424 +58%
LWM
1953
Liberty Wealth Management
California
$93K -$50K -589 -35%
GWS
1954
Glassman Wealth Services
Virginia
$93K -$7.48K -88 -7%
HI
1955
Hudock Inc
Pennsylvania
$90K +$46.7K +550 +105%
GWAG
1956
Garrett Wealth Advisory Group
Texas
$85.6K +$86.9K +1,023 New
GCM
1957
Grisanti Capital Management
New York
$83K
TAIM
1958
TD Ameritrade Investment Management
Nebraska
$83K +$58.5K +688 +226%
GSWM
1959
Golden State Wealth Management
California
$82K
FA
1960
Fortis Advisors
Pennsylvania
$79K +$29.7K +349 +58%
FWM
1961
Focused Wealth Management
New York
$78K
EARNEST Partners
1962
EARNEST Partners
Georgia
$72K
EWA
1963
Evolution Wealth Advisors
Florida
$68K -$153K -1,800 -69%
TIM
1964
Tortoise Investment Management
New York
$68K -$8.5K -100 -11%
TF
1965
TimeScale Financial
Massachusetts
$65K -$850 -10 -1%
FMP
1966
Financial Management Professionals
Texas
$65K
AM
1967
Atwater Malick
Pennsylvania
$65K +$65.6K +772 New
HIM
1968
Hillsdale Investment Management
Ontario, Canada
$64K
BL
1969
Balentine LLC
Georgia
$61K -$7.56K -89 -11%
BRC
1970
Bell Rock Capital
Delaware
$60K +$17.2K +202 +39%
FCMT
1971
Founders Capital Management (Texas)
Texas
$54K
TVWM
1972
Tower View Wealth Management
Wisconsin
$51K -$33.8K -398 -39%
EI
1973
Ellevest Inc
New York
$50K +$1.87K +22 +4%
LWA
1974
Lenox Wealth Advisors
New York
$49K -$152K -1,785 -75%
BSPF
1975
British Steel Pension Fund
United Kingdom
$49K -$34.6K -407 -41%