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Name Holding Trade Value Shares
Change
Change in
Stake
WCA
1951
Westover Capital Advisors
Delaware
$201K -$10.1K -44 -4%
RTS
1952
Round Table Services
New Jersey
$201K +$217K +944 New
CBFP
1953
Cedar Brook Financial Partners
Ohio
$200K -$31.1K -135 -13%
WBC
1954
West Branch Capital
Massachusetts
$199K -$30.4K -132 -12%
COCM
1955
Charter Oak Capital Management
New Hampshire
$195K +$2.76K +12 +1%
JWA
1956
JFS Wealth Advisors
Pennsylvania
$194K
SCA
1957
Stonebridge Capital Advisors
Minnesota
$182K -$182K -791 -48%
HFM
1958
Harvest Fund Management
China
$181K -$220K -956 -53%
HDIM
1959
Hanson & Doremus Investment Management
Vermont
$181K -$4.6K -20 -2%
JFA
1960
JNBA Financial Advisors
Minnesota
$179K
RAM
1961
Riggs Asset Management
Pennsylvania
$178K -$5.74M -24,955 -97%
FNBOSM
1962
First National Bank of South Miami
Florida
$177K -$51.1K -222 -21%
SWM
1963
Selective Wealth Management
Virginia
$174K +$173K +750 +1,071%
FCMT
1964
Founders Capital Management (Texas)
Texas
$174K +$188K +817 New
HBT
1965
Hills Bank & Trust
Iowa
$169K +$4.6K +20 +3%
CFFP
1966
Center for Financial Planning
Michigan
$166K -$179K -778 -50%
WR
1967
WD Rutherford
Oregon
$164K
CTB
1968
Country Trust Bank
Illinois
$160K
WLPWM
1969
Walled Lake Planning & Wealth Management
Illinois
$158K +$34.5K +150 +25%
HA
1970
Herold Advisors
New York
$155K +$168K +732 New
CPWM
1971
Cypress Point Wealth Management
Texas
$153K
TJHA
1972
Thomas J. Herzfeld Advisors
Florida
$152K
ACM
1973
AUA Capital Management
Pennsylvania
$149K
GFPC
1974
Global Financial Private Client
Florida
$146K +$69K +300 +79%
MHR
1975
Matthew Hamilton Rosenberg
$139K +$23K +100 +18%