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Name Holding Trade Value Shares
Change
Change in
Stake
AFS
1926
Aft Forsyth & Sober
Florida
$43K +$41.5K +329 New
BSAM
1927
Blue Square Asset Management
New York
$43K +$41.5K +329 New
QCMC
1928
Quantum Capital Management (California)
California
$42K – – –
EARNEST Partners
1929
EARNEST Partners
Georgia
$41K – – –
CCM
1930
Cribstone Capital Management
Maine
$39K -$67.2K -533 -64%
HIM
1931
Hillsdale Investment Management
Ontario, Canada
$39K – – –
EWA
1932
Evolution Wealth Advisors
Florida
$39K +$10.8K +86 +41%
FMB
1933
Field & Main Bank
Kentucky
$39K +$37.7K +299 New
WPA
1934
West Paces Advisors
Georgia
$38.4K – – –
AIC
1935
Archer Investment Corporation
Indiana
$38.2K – – –
AWA
1936
Artemis Wealth Advisors
New York
$37.6K – – –
SFPG
1937
Stonebridge Financial Planning Group
Florida
$35K – – –
HDIM
1938
Hanson & Doremus Investment Management
Vermont
$34K -$18K -143 -35%
SIAS
1939
Shine Investment Advisory Services
Colorado
$34K – – –
LFG
1940
LifePlan Financial Group
Ohio
$33K – – –
AW
1941
Avion Wealth
Texas
$32K -$60.4K -479 -66%
CIA
1942
Cascade Investment Advisors
Oregon
$31.5K – – –
KIG
1943
Kessler Investment Group
Indiana
$31K – – –
PCC
1944
Park Circle Company
Maryland
$31K – – –
TFGT
1945
TS Financial Group (TSFG)
Illinois
$31K – – –
AAP
1946
Arax Advisory Partners
Colorado
$31K +$126 +1 +0.4%
LF
1947
Lee Financial
Texas
$31K +$30.1K +239 New
NICM
1948
Neo Ivy Capital Management
New York
$30K -$300K -2,379 -91%
EWP
1949
Engrave Wealth Partners
Texas
$29K – – –
JAM
1950
JCIC Asset Management
Ontario, Canada
$29K – – –