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Name Holding Trade Value Shares
Change
Change in
Stake
VC
1951
Vestor Capital
Illinois
$51K
BSC
1952
Brown Shipley & Co
United Kingdom
$49K +$45.3K +281 New
HC
1953
Hoese & Co
Minnesota
$48.8K
CMP
1954
Coston McIsaac & Partners
Maine
$48K
DF
1955
DecisionPoint Financial
Arizona
$47.9K
GWSA
1956
Global Wealth Strategies & Associates
Colorado
$47.4K
AWM
1957
AllSquare Wealth Management
New York
$47.2K
AA
1958
Addison Advisors
Vermont
$46.9K +$4.84K +30 +13%
SC
1959
Stephens Consulting
Michigan
$44.9K
IFAM
1960
Institutional & Family Asset Management
Colorado
$43.8K
CWA
1961
Clearview Wealth Advisors
Oregon
$43.3K +$1.77K +11 +5%
ACA
1962
Atlas Capital Advisors
Wyoming
$40.8K
GEA
1963
Glen Eagle Advisors
New Jersey
$40.1K +$3.07K +19 +9%
FP
1964
Financial Perspectives
Minnesota
$39.9K
GA
1965
GoalVest Advisory
New York
$39.2K
CHA
1966
Carmichael Hill & Associates
Maryland
$38.7K
CAM
1967
Chesapeake Asset Management
New York
$35.5K -$2.74K -17 -8%
JGIA
1968
Jackson Grant Investment Advisers
Connecticut
$35.4K
IPW
1969
Impact Partnership Wealth
Georgia
$35K +$32.4K +201 New
CCC
1970
Chelsea Counsel Company
California
$34.8K
CPA
1971
Cowen Prime Advisors
New York
$34.8K
HI
1972
Hoey Investments
Pennsylvania
$34.8K
RCM
1973
Ravenstone Capital Management
$34.8K
CCA
1974
Column Capital Advisors
Indiana
$34.5K -$3.07K -19 -9%
GKIM
1975
GW&K Investment Management
Massachusetts
$34K +$31.6K +196 +19,600%