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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1951
Cranbrook Wealth Management
Michigan
$50K
BAMG
1952
Brand Asset Management Group
Missouri
$48K -$6.12K -28 -11%
PCA
1953
Providence Capital Advisors
North Carolina
$47K +$50K +229 New
CA
1954
Crewe Advisors
Utah
$45K
AJ
1955
Ashburton (Jersey)
Jersey
$42K
SWM
1956
Sugarloaf Wealth Management
Georgia
$41K -$8.3K -38 -16%
EWM
1957
Edge Wealth Management
New York
$41K
MWA
1958
Moser Wealth Advisors
Washington
$41K
SC
1959
Solstein Capital
California
$41K
TIM
1960
Tortoise Investment Management
New York
$41K
GG
1961
Gleason Group
Kentucky
$40K -$9.83K -45 -19%
CCA
1962
Column Capital Advisors
Indiana
$39K +$21K +96 +98%
BC
1963
Barnett & Company
Tennessee
$38K -$874 -4 -2%
CG
1964
Cutler Group
California
$37K
1IA
1965
1834 Investment Advisors
Wisconsin
$36K
ST
1966
Sageworth Trust
Pennsylvania
$35K
LPWM
1967
Lake Point Wealth Management
Texas
$34K +$34.7K +159 +1,590%
CCM
1968
Cribstone Capital Management
Maine
$32K -$20.1K -92 -37%
BC
1969
Belmont Capital
California
$30K
IF
1970
Ironwood Financial
Arizona
$30K
HI
1971
Hoey Investments
Pennsylvania
$26K -$262K -1,201 -90%
MCM
1972
McMillion Capital Management
North Carolina
$24K +$12.9K +59 +97%
LSA
1973
Lion Street Advisors
Texas
$23K +$24.2K +111 New
AS
1974
Altshuler Shaham
Israel
$22K -$14.4K -66 -38%
SL
1975
Salomon & Ludwin
Virginia
$22K