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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1951
CenterStar Asset Management
Illinois
$140K – – –
SCP
1952
Syntal Capital Partners
Texas
$139K -$112K -323 -43%
FTI
1953
Fiduciary Trust International
Massachusetts
$134K +$144K +416 New
LGWM
1954
Litman Gregory Wealth Management
California
$129K – – –
LD
1955
Lipe & Dalton
New York
$127K – – –
THWM
1956
Taylor Hoffman Wealth Management
Virginia
$124K -$44.2K -128 -25%
CIA
1957
CSat Investment Advisory
Michigan
$119K +$14.9K +43 +13%
MFT
1958
Moisand Fitzgerald Tamayo
Florida
$119K +$20.7K +60 +19%
IWP
1959
Icon Wealth Partners
Texas
$117K -$9.67K -28 -7%
WC
1960
Whitnell & Co
Illinois
$116K +$43.9K +127 +55%
BL
1961
Balentine LLC
Georgia
$111K +$112K +325 +1,806%
ECM
1962
Estabrook Capital Management
New York
$110K – – –
JFA
1963
JNBA Financial Advisors
Minnesota
$108K -$201K -582 -63%
APSP
1964
Asset Planning Services (Pennsylvania)
Pennsylvania
$105K +$691 +2 +0.6%
DOA
1965
D'Orazio & Associates
Virginia
$103K – – –
LJHT
1966
Laurie J. Hall Trustee
$103K – – –
TAIM
1967
TD Ameritrade Investment Management
Nebraska
$101K -$5.53K -16 -5%
GTAM
1968
Global Trust Asset Management
Florida
$100K – – –
CWM
1969
Cranbrook Wealth Management
Michigan
$99K – – –
LFG
1970
Larson Financial Group
Missouri
$99K +$106K +306 New
IFA
1971
Interactive Financial Advisors
Illinois
$97K – – –
AWMF
1972
Arbor Wealth Management (Florida)
Florida
$97K +$104K +301 New
EWA
1973
ERTS Wealth Advisors
Michigan
$97K +$104K +301 New
SCA
1974
Stuart Chaussee & Associates
California
$96K +$82.6K +239 +412%
LB
1975
Legacy Bridge
Iowa
$95K +$102K +294 New
77 78
79
80 81