We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
1951
Boyd Watterson Asset Management
Ohio
$129K – – –
TFIPS
1952
Towarzystwo Funduszy Inwestycyjnych PZU SA
$127K +$17.6K +116 +17%
TFA
1953
Transamerica Financial Advisors
Florida
$126K +$78.8K +520 +202%
RDFA
1954
Ritter Daniher Financial Advisory
Ohio
$124K – – –
NB
1955
NBH Bank
Colorado
$123K +$115K +759 New
CHC
1956
City Holding Co
West Virginia
$122K – – –
RCM
1957
Richardson Capital Management
Wisconsin
$122K – – –
AWM
1958
Ameliora Wealth Management
Switzerland
$121K – – –
APFP
1959
Action Point Financial Planning
Michigan
$120K +$114K +750 New
B
1960
Birchbrook
Maine
$117K – – –
CC
1961
Corsicana & Co
Texas
$115K – – –
PWMA
1962
Pension & Wealth Management Advisors
Massachusetts
$114K -$6.97K -46 -6%
AIC
1963
Archer Investment Corporation
Indiana
$114K +$38.2K +252 +56%
S
1964
Sachetta
Massachusetts
$113K +$10K +66 +10%
SR
1965
Swiss Re
Switzerland
$113K +$93.2K +615 +741%
EWP
1966
Elevation Wealth Partners
California
$112K +$3.33K +22 +3%
PP
1967
Pacifica Partners
Canada
$112K – – –
HFS
1968
Horizon Financial Services
North Carolina
$111K +$20K +132 +24%
AIS
1969
Advocate Investing Services
Maryland
$109K – – –
CFSG
1970
Community Financial Services Group
Vermont
$109K -$10.2K -67 -9%
FDCP
1971
Foster Dykema Cabot & Partners
Massachusetts
$108K – – –
GKIM
1972
GW&K Investment Management
Massachusetts
$108K -$7.28K -48 -7%
PGAM
1973
Princeton Global Asset Management
New Jersey
$108K -$4.85K -32 -5%
LAS
1974
Lloyd Advisory Services
Georgia
$107K +$94.7K +625 +1,689%
NWM
1975
Nova Wealth Management
Florida
$105K – – –