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Name Holding Trade Value Shares
Change 		Change in
Stake
APWA
1951
Atlas Private Wealth Advisors
New Jersey
$13K – – –
FNBOSM
1952
First National Bank of South Miami
Florida
$13K – – –
CWA
1953
Carolina Wealth Advisors
South Carolina
$12K – – –
TCM
1954
TD Capital Management
Tennessee
$12K +$12.2K +55 New
MLFP
1955
MPS Loria Financial Planners
Illinois
$11K -$22.3K -100 -65%
CMA
1956
Cedar Mountain Advisors
Oregon
$11K – – –
TIM
1957
Tortoise Investment Management
New York
$11K – – –
TF
1958
TimeScale Financial
Massachusetts
$11K +$6.9K +31 +155%
BSG
1959
Black Swift Group
Colorado
$11K +$11.8K +53 New
ARMC
1960
American Research & Management Company
Massachusetts
$8K – – –
MWA
1961
Moser Wealth Advisors
Washington
$7K – – –
RBC
1962
Roble Belko & Company
Pennsylvania
$7K +$1.78K +8 +31%
BCM
1963
Bourgeon Capital Management
Connecticut
$6K -$89K -400 -93%
RIM
1964
Ranger Investment Management
Texas
$6K -$445 -2 -7%
SSC
1965
Syverson Strege & Co
Iowa
$6K – – –
FEG
1966
Financial Enhancement Group
Indiana
$6K +$6.46K +29 New
AA
1967
AlphaMark Advisors
Kentucky
$6K +$6.68K +30 New
GFPC
1968
Global Financial Private Client
Florida
$5.03K -$445 -2 -8%
BC
1969
Barnett & Company
Tennessee
$5K – – –
IWP
1970
IAG Wealth Partners
Wisconsin
$5K – – –
TFS
1971
TrustCore Financial Services
Tennessee
$4K -$83.9K -377 -95%
AIM
1972
Arcadia Investment Management
Michigan
$4K – – –
PG
1973
Proffitt & Goodson
Tennessee
$4K – – –
MIM
1974
Macroview Investment Management
Maryland
$4K +$223 +1 +6%
CIA
1975
CSat Investment Advisory
Michigan
$4K +$1.56K +7 +54%
77 78
79
80 81