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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1951
Endurance Wealth Management
Rhode Island
$112K +$19.1K +400 +20%
AIA
1952
Alera Investment Advisors
Illinois
$112K +$113K +2,370 New
PRC
1953
Pearl River Capital
Michigan
$111K +$112K +2,344 New
TWMP
1954
Taylor Wealth Management Partners
Massachusetts
$109K
MWC
1955
MKD Wealth Coaches
Michigan
$109K +$110K +2,308 New
WA
1956
WealthTrust-Arizona
Arizona
$108K +$526 +11 +0.5%
TVWM
1957
Tower View Wealth Management
Wisconsin
$107K -$123K -2,569 -53%
BWA
1958
BDO Wealth Advisors
Florida
$105K -$34.7K -724 -25%
LD
1959
Lipe & Dalton
New York
$99K
CFA
1960
Clarfeld Financial Advisors
New York
$99K +$100K +2,092 New
CFD
1961
Creative Financial Designs
Indiana
$97K -$18.8K -393 -16%
PO
1962
Private Ocean
California
$94K +$45.4K +948 +91%
WCMN
1963
Westchester Capital Management (Nebraska)
Nebraska
$93K
KIG
1964
Kessler Investment Group
Indiana
$93K +$3.83K +80 +4%
JWM
1965
Janiczek Wealth Management
Colorado
$92K
IAS
1966
IMA Advisory Services
Colorado
$91K +$1.05K +22 +1%
LIM
1967
Lagoda Investment Management
New York
$90K -$9.57K -200 -10%
VCM
1968
Vigilant Capital Management
Maine
$89K -$396K -8,270 -82%
VRM
1969
Vectors Research Management
New York
$89K -$4.79K -100 -5%
ME
1970
McIlrath & Eck
Washington
$87K -$670 -14 -0.8%
LWA
1971
Lowe Wealth Advisors
Maryland
$85K
EARNEST Partners
1972
EARNEST Partners
Georgia
$83K
TCM
1973
Tradewinds Capital Management
Washington
$81K -$26.8K -559 -25%
SIS
1974
Sound Income Strategies
Florida
$80K +$2.97K +62 +4%
MA
1975
MCF Advisors
Kentucky
$79K