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Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
1951
Baldwin Investment Management
Pennsylvania
$374K +$17.9K +200 +5%
WAG
1952
Winthrop Advisory Group
Massachusetts
$373K -$64.6K -722 -15%
PCM
1953
Pointe Capital Management
Michigan
$372K -$5.37K -60 -1%
RPA
1954
Rock Point Advisors
Vermont
$370K – – –
LIA
1955
LBMC Investment Advisors
Tennessee
$370K +$30.3K +338 +9%
RFN
1956
RDA Financial Network
Iowa
$364K +$6.98K +78 +2%
WAS
1957
Wealth Advisory Solutions
Indiana
$364K +$28.3K +316 +8%
VIM
1958
Vista Investment Management
Pennsylvania
$362K +$1.07K +12 +0.3%
VCM
1959
Vigilant Capital Management
Maine
$361K -$72.2K -806 -17%
SLA
1960
Silver Lake Advisory
Utah
$361K -$20.9K -234 -5%
LC
1961
Landaas & Company
Wisconsin
$361K -$3.76K -42 -1%
CWM
1962
Connecticut Wealth Management
Connecticut
$359K +$94K +1,050 +35%
NIM
1963
Needham Investment Management
New York
$357K – – –
NJBEST
1964
New Jersey Better Educational Savings Trust
New Jersey
$357K – – –
PAS
1965
Professional Advisory Services
Florida
$357K – – –
AC
1966
Addison Capital
Pennsylvania
$356K -$134K -1,494 -27%
RPWA
1967
Regent Peak Wealth Advisors
Georgia
$356K -$14.6K -163 -4%
HWA
1968
HHM Wealth Advisors
Tennessee
$356K +$26K +290 +8%
CWM
1969
Circle Wealth Management
New Jersey
$354K +$33.3K +372 +10%
CCB
1970
Cutter & Co Brokerage
Missouri
$354K +$47.2K +527 +15%
LCAM
1971
London & Capital Asset Management
United Kingdom
$354K +$355K +3,968 New
CHP
1972
Cable Hill Partners
Oregon
$353K – – –
RWA
1973
Redhawk Wealth Advisors
Minnesota
$352K +$353K +3,947 New
WKWM
1974
Walter & Keenan Wealth Management
Indiana
$351K +$356K +3,975 New
AIM
1975
Arcadia Investment Management
Michigan
$350K – – –
77 78
79
80 81