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Name Holding Trade Value Shares
Change
Change in
Stake
MA
1951
MCF Advisors
Kentucky
$41K +$39.1K +84 New
CH
1952
Canton Hathaway
Rhode Island
$40K
RIM
1953
Rockbridge Investment Management
New York
$40K
MAM
1954
Magellan Asset Management
Australia
$39K +$36.7K +79 New
IRC
1955
Investors Research Corp
Georgia
$38K
SFG
1956
Sowa Financial Group
Rhode Island
$38K
NR
1957
Newfound Research
Massachusetts
$38K +$36.3K +78 New
CMA
1958
Cedar Mountain Advisors
Oregon
$37K
FPB
1959
First PREMIER Bank
South Dakota
$37K
BAMG
1960
Brand Asset Management Group
Missouri
$35K
EWA
1961
Evolution Wealth Advisors
Florida
$34K
SC
1962
Steph & Co
Wisconsin
$32K
HCA
1963
Horan Capital Advisors
Ohio
$32K +$30.2K +65 New
LWANC
1964
Laurel Wealth Advisors (North Carolina)
North Carolina
$31K
LFG
1965
LifePlan Financial Group
Ohio
$30K
CT
1966
Clearstead Trust
Maine
$29K -$9.3K -20 -25%
FEG
1967
Financial Enhancement Group
Indiana
$29K
GWMIA
1968
Global Wealth Management Investment Advisory
Florida
$29K
1IA
1969
1834 Investment Advisors
Wisconsin
$28K -$34.9K -75 -57%
IF
1970
Ironwood Financial
Arizona
$28K
RBC
1971
Roble Belko & Company
Pennsylvania
$28K +$18.1K +39 +217%
SWM
1972
Sugarloaf Wealth Management
Georgia
$27K
SIS
1973
Sound Income Strategies
Florida
$26K +$1.4K +3 +6%
EWM
1974
Edge Wealth Management
New York
$26K +$1.86K +4 +8%
MSFP
1975
Mark Sheptoff Financial Planning
Connecticut
$25K -$72.1K -155 -76%