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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1951
Southport Capital Management
Tennessee
$898K +$6.65K +80 +0.7%
AI
1952
Accredited Investors
Minnesota
$898K +$24.9K +300 +3%
SIAS
1953
Shine Investment Advisory Services
Colorado
$894K +$9.98K +120 +1%
FPFS
1954
First Personal Financial Services
North Carolina
$891K +$341K +4,100 +53%
OWA
1955
Outlook Wealth Advisors
Texas
$889K +$981K +11,800 New
SA
1956
Sicart Associates
New York
$888K -$66.5K -800 -6%
PW
1957
Price Wealth
Texas
$888K – – –
OPA
1958
Old Port Advisors
Maine
$888K +$905K +10,880 New
CG
1959
Corundum Group
Colorado
$888K +$983K +11,820 New
AIM
1960
Advantage Investment Management
Iowa
$886K +$54.9K +660 +6%
MS
1961
Mizuho Securities
Japan
$885K +$979K +11,780 New
SWK
1962
Stephen W. Kidder
$883K +$336K +4,040 +52%
AAM
1963
American Asset Management
Florida
$879K +$64.8K +780 +7%
DBRC
1964
D.B. Root & Company
Pennsylvania
$877K +$49.9K +600 +5%
MHIC
1965
Marble Harbor Investment Counsel
Massachusetts
$874K +$94.8K +1,140 +11%
HFS
1966
Howard Financial Services
Texas
$873K +$966K +11,620 New
BBI
1967
Baxter Bros Inc
Connecticut
$870K -$271K -3,260 -22%
AFNAS
1968
American Financial Network Advisory Services
California
$867K -$228K -2,740 -19%
CCMW
1969
Cypress Capital Management (Wyoming)
Wyoming
$865K -$111K -1,340 -10%
CWM
1970
Centric Wealth Management
Illinois
$862K +$954K +11,480 New
HH
1971
HWG Holdings
Texas
$859K -$4.17M -50,180 -81%
SAS
1972
Stelac Advisory Services
New York
$853K -$2.71M -32,600 -74%
CCP
1973
Cardan Capital Partners
Colorado
$853K +$16.6K +200 +2%
KFA
1974
Kelleher Financial Advisors
New York
$851K +$190K +2,280 +25%
W
1975
Wealthquest
Ohio
$851K +$943K +11,340 New
77 78
79
80 81