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Name Holding Trade Value Shares
Change
Change in
Stake
CYG
1951
Clean Yield Group
Vermont
$67.7K
DP
1952
Denver PWM
Colorado
$67.1K +$69.1K +214 New
MAM
1953
Meeder Asset Management
Ohio
$66.2K -$366K -1,133 -84%
WAS
1954
Winch Advisory Services
Wisconsin
$65.9K +$323 +1 +0.5%
BIA
1955
Bell Investment Advisors
California
$65.8K +$646 +2 +1%
CCA
1956
Criterion Capital Advisors
Tennessee
$64.9K -$53.6K -166 -45%
AT
1957
Avalon Trust
New Mexico
$62.7K
WIM
1958
Westside Investment Management
California
$62.1K +$7.43K +23 +13%
CIA
1959
Cape Investment Advisory
Georgia
$60.5K
FFA
1960
Fairfield Financial Advisors
Massachusetts
$58K +$59.7K +185 New
MWM
1961
Mascoma Wealth Management
New Hampshire
$56.8K +$10K +31 +21%
CWM
1962
Cranbrook Wealth Management
Michigan
$55.8K
FFA
1963
Frazier Financial Advisors
Ohio
$54.2K +$646 +2 +1%
TCM
1964
Tradewinds Capital Management
Washington
$53.3K +$4.84K +15 +10%
CCC
1965
Chelsea Counsel Company
California
$53.3K +$48.4K +150 +750%
SIC
1966
SJS Investment Consulting
Ohio
$52.4K
VWA
1967
Valued Wealth Advisors
Utah
$52.4K +$1.29K +4 +2%
SN
1968
Sittner & Nelson
Oregon
$51.1K
C
1969
Covestor
United Kingdom
$51K +$1.29K +4 +3%
FF
1970
Friedenthal Financial
New Jersey
$48K -$2.58K -8 -5%
GTAM
1971
Global Trust Asset Management
Florida
$47K -$40.4K -125 -45%
WOSD
1972
WFA of San Diego
California
$47K +$48.4K +150 New
SGC
1973
Slocum, Gordon & Co
Rhode Island
$47K -$344K -1,065 -88%
EA
1974
Evolution Advisers
Virginia
$47K
RFG
1975
RFP Financial Group
Georgia
$45.5K +$646 +2 +1%