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Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
1951
Dougherty Wealth Advisers
Minnesota
$190K – – –
FEG
1952
Financial Enhancement Group
Indiana
$175K – – –
LFG
1953
Larson Financial Group
Missouri
$175K +$54.3K +152 +49%
PFO
1954
Pathstone Family Office
New Jersey
$168K -$523K -1,463 -77%
CAM
1955
CenterStar Asset Management
Illinois
$168K – – –
PCM
1956
Pointe Capital Management
Michigan
$164K – – –
BWM
1957
Baystate Wealth Management
Massachusetts
$163K -$55.4K -155 -27%
FWM
1958
Focused Wealth Management
New York
$161K -$43.3K -121 -22%
HI
1959
Human Investing
Oregon
$160K -$3.22K -9 -2%
LWANC
1960
Laurel Wealth Advisors (North Carolina)
North Carolina
$159K +$1.79K +5 +1%
CL
1961
CSS LLC
Illinois
$156K – – –
NC
1962
NewSquare Capital
Pennsylvania
$153K – – –
FIA
1963
FNY Investment Advisers
New York
$152K -$143K -400 -50%
LGWM
1964
Litman Gregory Wealth Management
California
$152K – – –
FPFS
1965
First Personal Financial Services
North Carolina
$151K -$120K -335 -46%
IAM
1966
Iridian Asset Management
Connecticut
$151K +$142K +398 New
KFS
1967
Kelly Financial Services
Massachusetts
$148K -$71.5K -200 -34%
THWM
1968
Taylor Hoffman Wealth Management
Virginia
$147K – – –
EWA
1969
Evolution Wealth Advisors
Florida
$141K -$18.2K -51 -12%
AA
1970
AlphaMark Advisors
Kentucky
$139K -$6.79K -19 -5%
WAS
1971
Winch Advisory Services
Wisconsin
$138K +$16.1K +45 +14%
SMFG
1972
Sumitomo Mitsui Financial Group
Japan
$136K +$127K +355 New
FRA
1973
Front Row Advisors
California
$135K -$24.7K -69 -16%
VRM
1974
Vectors Research Management
New York
$135K +$67.9K +190 +115%
SAS
1975
Stelac Advisory Services
New York
$135K +$127K +356 New
77 78
79
80 81