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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1951
Vigilare Wealth Management
Arizona
$463K +$33.5K +101 +7%
C
1952
Covestor
United Kingdom
$462K -$106K -320 -16%
CFA
1953
Capstone Financial Advisors
Illinois
$462K +$538K +1,624 New
HIP
1954
HUB Investment Partners
Texas
$461K -$130K -392 -19%
NC
1955
Northcape Capital
Australia
$461K -$19.2K -58 -3%
1CP
1956
17 Capital Partners
Arizona
$459K +$176K +530 +49%
MKC
1957
M. Kraus & Co
Vermont
$458K -$11.6K -35 -2%
GA
1958
GoalVest Advisory
New York
$457K -$930K -2,805 -64%
HGWM
1959
Horst & Graben Wealth Management
Oregon
$457K +$663 +2 +0.1%
ACM
1960
AlphaStar Capital Management
North Carolina
$457K +$12.3K +37 +2%
C
1961
CEDRUS
Colorado
$452K +$6.3K +19 +1%
SAM
1962
SP Asset Management
California
$452K +$663 +2 +0.1%
ARG
1963
Advisory Resource Group
Oklahoma
$450K +$34.1K +103 +7%
LJAC
1964
L.J. Altfest & Co
New York
$450K +$128K +386 +32%
AM
1965
Atwater Malick
Pennsylvania
$449K – – –
MIC
1966
Means Investment Company
Maine
$448K +$12.6K +38 +2%
VAM
1967
Verity Asset Management
North Carolina
$448K +$522K +1,574 New
CL
1968
CPWM LLC
Washington
$447K -$96.1K -290 -16%
BMC
1969
Beaton Management Company
Massachusetts
$447K – – –
AC
1970
Avestar Capital
New York
$446K -$274K -827 -35%
HWM
1971
Hemington Wealth Management
Virginia
$446K +$11.6K +35 +2%
RGF
1972
Retirement Guys Formula
Ohio
$446K +$32.8K +99 +7%
RPWA
1973
Regent Peak Wealth Advisors
Georgia
$445K -$34.1K -103 -6%
WDG
1974
Wealth Dimensions Group
Ohio
$445K – – –
WB
1975
Webster Bank
Connecticut
$444K – – –