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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1951
Searle & Co
Connecticut
$571K – – –
GTAM
1952
Global Trust Asset Management
Florida
$571K +$127K +1,997 +28%
CL
1953
COWA LLC
Oklahoma
$570K +$697 +11 +0.1%
TAIM
1954
TD Ameritrade Investment Management
Nebraska
$567K -$316K -4,992 -36%
KFI
1955
Key Financial Inc
Pennsylvania
$565K +$11.3K +179 +2%
VT
1956
Vise Technologies
New York
$565K +$286K +4,504 +100%
CWC
1957
Carolinas Wealth Consulting
North Carolina
$561K +$2.05M +32,358 +390%
MA
1958
MCF Advisors
Kentucky
$560K +$37.7K +594 +7%
AWM
1959
Accurate Wealth Management
Florida
$559K -$1.48M -23,282 -72%
WAM
1960
WNY Asset Management
New York
$559K -$5.96K -94 -1%
EWM
1961
Evermay Wealth Management
Virginia
$557K -$9.51K -150 -2%
OIM
1962
Oder Investment Management
California
$554K -$95.5K -1,506 -15%
CHA
1963
Carmichael Hill & Associates
Maryland
$554K -$61.6K -972 -10%
MWA
1964
Monograph Wealth Advisors
California
$554K -$15.3K -241 -3%
MCM
1965
Maryland Capital Management
Maryland
$553K -$42K -662 -7%
BA
1966
Bristlecone Advisors
Washington
$552K -$3.17K -50 -0.6%
MWM
1967
Minot Wealth Management
Massachusetts
$552K +$9.7K +153 +2%
SPWG
1968
Sage Private Wealth Group
Illinois
$551K -$33.5K -528 -6%
NFG
1969
Nadler Financial Group
Illinois
$550K +$3.55K +56 +0.6%
PMFA
1970
Plante Moran Financial Advisors
Michigan
$549K +$34.9K +550 +7%
HMS
1971
Hanseatic Management Services
New Mexico
$549K +$553K +8,721 New
SFS
1972
Strategic Financial Services
New York
$548K +$152K +2,400 +38%
PFA
1973
Pure Financial Advisors
California
$548K +$298K +4,695 +117%
FAB
1974
First American Bank
Illinois
$547K +$2.6K +41 +0.5%
WIA
1975
Westbourne Investment Advisors
Maryland
$547K – – –
77 78
79
80 81