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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1951
Chronos Wealth Management
Florida
$200K – – –
JWM
1952
Janiczek Wealth Management
Colorado
$200K – – –
TFM
1953
TFC Financial Management
Massachusetts
$200K – – –
WA
1954
Wealth Advisors
California
$199K +$16.7K +69 +9%
BFC
1955
Bedel Financial Consulting
Indiana
$199K +$42.3K +175 +27%
CBT
1956
Central Bank & Trust
Kentucky
$196K – – –
RG
1957
Retirement Group
California
$194K -$1.21K -5 -0.6%
DWA
1958
Delos Wealth Advisors
Texas
$192K +$194K +802 New
CIA
1959
Cascade Investment Advisors
Oregon
$192K – – –
AP
1960
Arlington Partners
Alabama
$187K -$133K -550 -41%
PP
1961
PrairieView Partners
Minnesota
$183K – – –
VCM
1962
Versant Capital Management
Arizona
$182K -$20.8K -86 -10%
EP
1963
Elkhorn Partners
Nebraska
$180K +$109K +450 +150%
PWM
1964
Prentice Wealth Management
New York
$177K -$7.25K -30 -4%
PVH
1965
Psagot Value Holdings
Israel
$177K +$31.4K +130 +21%
BWM
1966
Baystate Wealth Management
Massachusetts
$173K – – –
ETI
1967
Enterprise Trust & Investment
California
$168K – – –
CMA
1968
Cedar Mountain Advisors
Oregon
$167K – – –
LC
1969
Lindbrook Capital
California
$166K -$346K -1,432 -67%
CFO
1970
CVA Family Office
Colorado
$165K +$47.1K +195 +39%
WLPWM
1971
Walled Lake Planning & Wealth Management
Illinois
$161K – – –
AAP
1972
Arax Advisory Partners
Colorado
$160K +$161K +667 New
SFPG
1973
Stonebridge Financial Planning Group
Florida
$157K -$4.83K -20 -3%
MAWCM
1974
Mine & Arao Wealth Creation & Management
California
$156K – – –
FFA
1975
Freedman Financial Associates
Massachusetts
$154K – – –