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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1951
Solaris Asset Management
New York
$107K – – –
RPG
1952
Risk Paradigm Group
Texas
$101K – – –
MIC
1953
MU Investments Company
Japan
$101K -$21.8K -200 -19%
CIA
1954
Cascade Investment Advisors
Oregon
$99.2K – – –
DRS
1955
Deane Retirement Strategies
Louisiana
$99K – – –
MWM
1956
Mascoma Wealth Management
New Hampshire
$99K +$14.5K +133 +19%
MUS
1957
Mitsubishi UFJ Securities
Japan
$95K – – –
TCM
1958
Tributary Capital Management
Nebraska
$93K +$86.8K +795 New
WA
1959
WealthTrust-Arizona
Arizona
$91K +$1.09K +10 +1%
TJHA
1960
Thomas J. Herzfeld Advisors
Florida
$85K +$655 +6 +0.8%
PO
1961
Private Ocean
California
$81K – – –
LGWM
1962
Litman Gregory Wealth Management
California
$79K – – –
SCA
1963
Stuart Chaussee & Associates
California
$78K – – –
WCMN
1964
Westchester Capital Management (Nebraska)
Nebraska
$74K -$43.7K -400 -39%
BCI
1965
Brinker Capital Investments
Pennsylvania
$67K +$4.91K +45 +9%
RWG
1966
Regal Wealth Group
California
$66K -$35.5K -325 -37%
ABA
1967
American Beacon Advisors
Texas
$64K – – –
CCMW
1968
Cypress Capital Management (Wyoming)
Wyoming
$54K – – –
FFW
1969
Fusion Family Wealth
New York
$51K -$71.7K -657 -60%
CFN
1970
Cordasco Financial Network
Florida
$49K – – –
WCM
1971
Wealthcare Capital Management
Virginia
$49K – – –
HWP
1972
Hefty Wealth Partners
Indiana
$48K – – –
PFO
1973
Pathstone Family Office
New Jersey
$47K -$40.4K -370 -48%
IF
1974
Ironwood Financial
Arizona
$43K – – –
TDC
1975
Thompson Davis & Co
Virginia
$43K +$5.35K +49 +15%