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Name Holding Trade Value Shares
Change 		Change in
Stake
ACWM
1951
Adams Chetwood Wealth Management
North Carolina
$1.56M – – –
WCM
1952
Whitener Capital Management
North Carolina
$1.56M -$446K -1,628 -22%
FFA
1953
Founders Financial Alliance
North Carolina
$1.56M +$350K +1,277 +29%
SSCA
1954
South Shore Capital Advisors
Massachusetts
$1.55M +$1.56M +5,692 New
SWA
1955
Stratos Wealth Advisors
Ohio
$1.55M +$288K +1,049 +23%
LCM
1956
Legato Capital Management
California
$1.55M – – –
T
1957
TOBAM
France
$1.54M +$33.7K +123 +2%
GCMG
1958
Gyroscope Capital Management Group
Florida
$1.54M -$11.2K -41 -0.7%
TEC
1959
Tiger Eye Capital
Tennessee
$1.54M – – –
RFM
1960
Royal Fund Management
Florida
$1.54M +$243K +886 +19%
MCM
1961
Mengis Capital Management
Oregon
$1.53M -$93.2K -340 -6%
DI
1962
DAGCO Inc
Ohio
$1.53M -$5.48K -20 -0.4%
NJBEST
1963
New Jersey Better Educational Savings Trust
New Jersey
$1.53M -$262K -955 -15%
EWM
1964
Elite Wealth Management
Washington
$1.53M -$277K -1,011 -15%
PL
1965
Plancorp LLC
Missouri
$1.52M +$70.5K +257 +5%
FFWM
1966
Future Financial Wealth Management
Ohio
$1.52M +$1.52M +5,560 New
SJIM
1967
St. Johns Investment Management
Florida
$1.51M -$60K -219 -4%
APG
1968
Abacus Planning Group
South Carolina
$1.51M -$73.2K -267 -5%
AIM
1969
Acropolis Investment Management
Missouri
$1.51M +$118K +431 +8%
CPSC
1970
Carl P. Sherr & Co
Massachusetts
$1.51M -$15.6K -57 -1%
FFG
1971
Frisch Financial Group
New York
$1.5M +$95.9K +350 +7%
AWM
1972
Alterna Wealth Management
Texas
$1.5M -$779K -2,840 -34%
SIM
1973
SSI Investment Management
California
$1.5M -$1.1K -4 -0.1%
GHAM
1974
Gilman Hill Asset Management
Connecticut
$1.5M +$89.9K +328 +6%
GPFA
1975
Game Plan Financial Advisors
Ohio
$1.5M +$18.6K +68 +1%
77 78
79
80 81