Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1951
Gould Asset Management
California
$444K -$3.2K -30 -0.6%
VC
1952
Vicus Capital
Pennsylvania
$444K +$1.6K +15 +0.3%
CIC
1953
Cutler Investment Counsel
Oregon
$443K +$1.81K +17 +0.4%
BFG
1954
Barber Financial Group
Kansas
$442K -$1.49K -14 -0.3%
MCM
1955
Mengis Capital Management
Oregon
$441K -$16K -150 -3%
BMC
1956
Beaton Management Company
Massachusetts
$441K -$10.7K -100 -2%
TCB
1957
Texas Capital Bancshares
Texas
$441K -$1.28K -12 -0.3%
ACS
1958
Archford Capital Strategies
Illinois
$441K +$18.3K +172 +4%
DF
1959
Donoghue Forlines
Massachusetts
$440K -$345K -3,237 -42%
FL
1960
Fort LP
Maryland
$440K -$294K -2,762 -38%
AIM
1961
Alhambra Investment Management
Florida
$440K -$5.33K -50 -1%
CISOA
1962
Capital Investment Services of America
Wisconsin
$440K +$18.9K +177 +4%
CBFP
1963
Cedar Brook Financial Partners
Ohio
$440K +$13.6K +128 +3%
VWM
1964
Valley Wealth Managers
New Jersey
$439K -$28.5K -267 -6%
LF
1965
Lantz Financial
Illinois
$439K +$107 +1 +0%
BC
1966
Brio Consultants
California
$439K +$476K +4,463 New
LHC
1967
Little House Capital
Massachusetts
$438K +$49.6K +465 +11%
PBF
1968
Petix & Botte Financial
California
$437K +$32.3K +303 +7%
CG
1969
Clarus Group
Texas
$436K – – –
NCM
1970
Northwest Capital Management
Oregon
$436K +$107 +1 +0%
AA
1971
Alta Advisers
United Kingdom
$435K +$480K +4,500 New
HWMG
1972
Hurlow Wealth Management Group
Indiana
$434K -$9.59K -90 -2%
GHA
1973
GW Henssler & Associates
Georgia
$434K -$9.49K -89 -2%
SCA
1974
St. Clair Advisors
Ohio
$433K +$89K +835 +23%
NRW
1975
Nova R Wealth
Kansas
$433K -$320 -3 -0.1%