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Name Holding Trade Value Shares
Change
Change in
Stake
CFN
1951
Cordasco Financial Network
Florida
$61K
RFM
1952
Royal Fund Management
Florida
$60K -$6.46K -145 -10%
LWA
1953
Lenox Wealth Advisors
New York
$59K +$24.9K +560 +75%
LD
1954
Lipe & Dalton
New York
$58K
SC
1955
Solstein Capital
California
$58K +$57.3K +1,288 New
TCM
1956
TD Capital Management
Tennessee
$57K
ACM
1957
AUA Capital Management
Pennsylvania
$56K
HDIM
1958
Hanson & Doremus Investment Management
Vermont
$56K
CFD
1959
Creative Financial Designs
Indiana
$53K -$2.76K -62 -5%
IWA
1960
Intercontinental Wealth Advisors
Texas
$53K +$33.7K +756 +173%
RWM
1961
Raffa Wealth Management
District of Columbia
$52.5K +$45 +1 +0.1%
ED
1962
Exane Derivatives
France
$51.2K -$805K -18,076 -94%
GCM
1963
Gables Capital Management
Florida
$50K
PP
1964
Pacifica Partners
Canada
$49K +$48.2K +1,083 New
BCM
1965
Bourgeon Capital Management
Connecticut
$45K
FWM
1966
FSA Wealth Management
Massachusetts
$45K +$44.5K +999 New
PC
1967
Permanens Capital
New York
$43K +$42.3K +950 New
IF
1968
Ironwood Financial
Arizona
$42K
KC
1969
Knuff & Co
California
$40K -$22.3K -500 -36%
BWA
1970
BDO Wealth Advisors
Florida
$40K
CDIA
1971
Capital Directions Investment Advisors
Georgia
$40K
VC
1972
Vestor Capital
Illinois
$40K +$39.8K +894 New
CAL
1973
Capital Advisors Ltd
Ohio
$39K -$5.16K -116 -12%
NSB
1974
Norway Savings Bank
Maine
$39K
JWM
1975
Janiczek Wealth Management
Colorado
$39K +$20.8K +468 +118%