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Name Holding Trade Value Shares
Change
Change in
Stake
MFT
1951
Moisand Fitzgerald Tamayo
Florida
$33K +$12.2K +104 +57%
CFO
1952
CVA Family Office
Colorado
$31K +$235 +2 +0.8%
GWMIA
1953
Global Wealth Management Investment Advisory
Florida
$30K -$21.7K -184 -42%
SFG
1954
Sowa Financial Group
Rhode Island
$30K – – –
BAM
1955
Bellevue Asset Management
Washington
$27K – – –
SQA
1956
Simon Quick Advisors
New Jersey
$27K +$11.2K +95 +68%
JWM
1957
JFG Wealth Management
Colorado
$24.5K +$24.7K +210 New
WPA
1958
West Paces Advisors
Georgia
$24.3K – – –
SFPG
1959
Stonebridge Financial Planning Group
Florida
$24K -$6.12K -52 -20%
CMA
1960
Cedar Mountain Advisors
Oregon
$24K – – –
FQ
1961
First Quadrant
California
$24K – – –
H
1962
Hexavest
Quebec, Canada
$24K – – –
BCA
1963
Bray Capital Advisors
Florida
$23K – – –
TCCM
1964
Timber Creek Capital Management
Massachusetts
$21K – – –
CA
1965
Centerpoint Advisors
Massachusetts
$17K – – –
HCM
1966
Horrell Capital Management
Arkansas
$17K – – –
NIM
1967
NuWave Investment Management
New Jersey
$16K -$393K -3,334 -96%
CIAS
1968
CBIZ Investment Advisory Services
Ohio
$16K – – –
FP
1969
Financial Perspectives
Minnesota
$15.1K – – –
RWM
1970
Raffa Wealth Management
District of Columbia
$13.4K -$4.95K -42 -27%
MSFP
1971
Mark Sheptoff Financial Planning
Connecticut
$12K – – –
EP
1972
Elkhorn Partners
Nebraska
$12K +$12.4K +105 New
DI
1973
Disciplined Investments
Oklahoma
$10K -$186K -1,581 -95%
RWG
1974
Regal Wealth Group
California
$9K – – –
PHK
1975
Point72 Hong Kong
Hong Kong
$9K +$8.6K +73 New