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Name Holding Trade Value Shares
Change
Change in
Stake
AAG
1951
Armstrong Advisory Group
Massachusetts
$68K -$17.4K -54 -20%
CYG
1952
Clean Yield Group
Vermont
$67.7K – – –
DP
1953
Denver PWM
Colorado
$67.1K +$69.1K +214 New
MAM
1954
Meeder Asset Management
Ohio
$66.2K -$366K -1,133 -84%
WAS
1955
Winch Advisory Services
Wisconsin
$65.9K +$323 +1 +0.5%
BIA
1956
Bell Investment Advisors
California
$65.8K +$646 +2 +1%
CCA
1957
Criterion Capital Advisors
Tennessee
$64.9K -$53.6K -166 -45%
AT
1958
Avalon Trust
New Mexico
$62.7K – – –
WIM
1959
Westside Investment Management
California
$62.1K +$7.43K +23 +13%
CIA
1960
Cape Investment Advisory
Georgia
$60.5K – – –
FFA
1961
Fairfield Financial Advisors
Massachusetts
$58K +$59.7K +185 New
MWM
1962
Mascoma Wealth Management
New Hampshire
$56.8K +$10K +31 +21%
CWM
1963
Cranbrook Wealth Management
Michigan
$55.8K – – –
FFA
1964
Frazier Financial Advisors
Ohio
$54.2K +$646 +2 +1%
TCM
1965
Tradewinds Capital Management
Washington
$53.3K +$4.84K +15 +10%
CCC
1966
Chelsea Counsel Company
California
$53.3K +$48.4K +150 +750%
SIC
1967
SJS Investment Consulting
Ohio
$52.4K – – –
VWA
1968
Valued Wealth Advisors
Utah
$52.4K +$1.29K +4 +2%
SN
1969
Sittner & Nelson
Oregon
$51.1K – – –
C
1970
Covestor
United Kingdom
$51K +$1.29K +4 +3%
FF
1971
Friedenthal Financial
New Jersey
$48K -$2.58K -8 -5%
GTAM
1972
Global Trust Asset Management
Florida
$47K -$40.4K -125 -45%
WOSD
1973
WFA of San Diego
California
$47K +$48.4K +150 New
SGC
1974
Slocum, Gordon & Co
Rhode Island
$47K -$344K -1,065 -88%
EA
1975
Evolution Advisers
Virginia
$47K – – –