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Name Holding Trade Value Shares
Change
Change in
Stake
BO
1951
BRR OpCo
Ohio
$465K +$28K +228 +6%
ACP
1952
Aveo Capital Partners
Colorado
$462K +$5.65K +46 +1%
GWSG
1953
GPS Wealth Strategies Group
Colorado
$461K -$8.85K -72 -2%
LCS
1954
Levin Capital Strategies
New York
$461K – – –
DIA
1955
Davidson Investment Advisors
Montana
$460K -$112K -913 -19%
GAM
1956
Gould Asset Management
California
$460K -$3.69K -30 -0.8%
IA
1957
Insight Advisors
Pennsylvania
$458K -$62.5K -509 -13%
MFG
1958
Magnus Financial Group
New York
$457K +$13.9K +113 +3%
GIM
1959
Goelzer Investment Management
Indiana
$455K -$1.21M -9,856 -72%
RWA
1960
Redhawk Wealth Advisors
Minnesota
$455K -$653K -5,312 -58%
BBI
1961
Baxter Bros Inc
Connecticut
$452K – – –
FPA
1962
First Pacific Advisors
California
$452K – – –
VST
1963
Van Strum & Towne
California
$452K – – –
DA
1964
Detalus Advisors
Missouri
$451K -$5.53K -45 -1%
OCPWS
1965
One Charles Private Wealth Services
Massachusetts
$451K – – –
FWP
1966
FAS Wealth Partners
Kansas
$451K +$56.5K +460 +14%
C
1967
Certuity
Florida
$450K -$8.85K -72 -2%
PFC
1968
Phocas Financial Corp
California
$450K – – –
TFF
1969
The Family Firm
Maryland
$450K +$1.23K +10 +0.3%
WA
1970
WealthTrust Axiom
Pennsylvania
$450K +$3.07K +25 +0.7%
AIFAIM
1971
American Institute for Advanced Investment Management
Arizona
$448K -$3.69K -30 -0.8%
BA
1972
Bristlecone Advisors
Washington
$448K – – –
FAG
1973
Financial Advisory Group
Texas
$448K +$246 +2 +0.1%
CPA
1974
Clear Perspective Advisors
Illinois
$444K +$38.6K +314 +9%
GWCM
1975
Godshalk Welsh Capital Management
Pennsylvania
$443K -$6.14K -50 -1%