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Name Holding Trade Value Shares
Change
Change in
Stake
SAC
1926
Smith Affiliated Capital
New York
$97K
LWA
1927
Lenox Wealth Advisors
New York
$90K +$735 +6 +0.8%
RAM
1928
Riggs Asset Management
Pennsylvania
$90K +$12.9K +105 +16%
WCM
1929
Wealthcare Capital Management
Virginia
$88K -$2.94K -24 -3%
PFG
1930
Piershale Financial Group
Illinois
$85K -$29.8K -243 -26%
HA
1931
Harfst & Associates
Wyoming
$83K
LWM
1932
LBA Wealth Management
Florida
$78K -$61.3K -500 -44%
IP
1933
Isthmus Partners
Wisconsin
$77K
RWM
1934
Raffa Wealth Management
District of Columbia
$75.3K +$3.8K +31 +5%
RI
1935
Redwood Investments
Massachusetts
$75K
CGH
1936
Cleary Gull Holdings
Wisconsin
$71K +$245 +2 +0.3%
BWFA
1937
Baltimore-Washington Financial Advisors
Maryland
$63K +$13.6K +111 +27%
CWM
1938
Catamount Wealth Management
Connecticut
$61K -$5.15K -42 -8%
FI
1939
FCM Investments
Texas
$61K
TCCM
1940
Timber Creek Capital Management
Massachusetts
$59K +$9.68K +79 +19%
MIP
1941
Mondrian Investment Partners
United Kingdom
$55K
GP
1942
GLG Partners
United Kingdom
$51K -$4.44M -36,239 -99%
WAS
1943
Winch Advisory Services
Wisconsin
$50K -$515K -4,199 -91%
MAS
1944
Madden Advisory Services
Florida
$50K
PG
1945
PEAK6 Group
Illinois
$49K -$3.31M -27,050 -99%
TWMP
1946
Taylor Wealth Management Partners
Massachusetts
$49K
IF
1947
Ironwood Financial
Arizona
$48K -$5.03K -41 -9%
KAS
1948
Kemnay Advisory Services
New York
$48K
MS
1949
Marshall & Sullivan
Washington
$46K
SFPM
1950
Sensible Financial Planning & Management
Massachusetts
$46K +$15.7K +128 +50%