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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1926
Wealthcare Capital Management
Virginia
$15K -$2.24K -17 -11%
LD
1927
Lipe & Dalton
New York
$15K – – –
AWM
1928
AllSquare Wealth Management
New York
$14K – – –
AFIA
1929
America First Investment Advisors
Nebraska
$14K – – –
DWA
1930
Dougherty Wealth Advisers
Minnesota
$14K – – –
ICM
1931
Islay Capital Management
Texas
$14K – – –
ME
1932
McIlrath & Eck
Washington
$14K +$2.89K +22 +22%
WIM
1933
Westside Investment Management
California
$13.7K +$44.2K +336 New
QAM
1934
QCI Asset Management
New York
$13K -$43.8K -333 -75%
AA
1935
AlphaMark Advisors
Kentucky
$13K +$2.1K +16 +16%
RFWA
1936
RPg Family Wealth Advisory
Massachusetts
$12.7K – – –
EAM
1937
Eukles Asset Management
Ohio
$12K +$395 +3 +3%
PW
1938
Price Wealth
Texas
$12K +$12.1K +92 +657%
JPLA
1939
Joseph P. Lucia & Associates
New York
$12K +$13.4K +102 New
JSC
1940
Jackson Square Capital
California
$11K – – –
KC
1941
Knuff & Co
California
$11K +$12.6K +96 New
EIP
1942
Ellis Investment Partners
Pennsylvania
$10K -$921 -7 -7%
RAM
1943
Riggs Asset Management
Pennsylvania
$10K – – –
DI
1944
Disciplined Investments
Oklahoma
$10K +$1.18K +9 +11%
IAS
1945
IMA Advisory Services
Colorado
$10K +$11.8K +90 New
TWP
1946
TFO Wealth Partners
Ohio
$9K +$11.4K +87 New
GFPC
1947
Global Financial Private Client
Florida
$8.26K – – –
IF
1948
Ironwood Financial
Arizona
$7K – – –
DCM
1949
Davis Capital Management
Florida
$7K +$8.03K +61 New
MWM
1950
MBE Wealth Management
Wisconsin
$7K +$8.95K +68 New