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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1951
New Capital Management
Texas
$32K +$337 +2 +1%
WCG
1952
Weaver Consulting Group
California
$32K +$38.7K +230 New
MIP
1953
Mondrian Investment Partners
United Kingdom
$31K – – –
CFD
1954
Creative Financial Designs
Indiana
$31K +$20.4K +121 +202%
PWMG
1955
Prestige Wealth Management Group
New Jersey
$28K -$33.3K -198 -55%
HWM
1956
Holloway Wealth Management
Florida
$28K – – –
OAJ
1957
Ogorek Anthony Joseph
New York
$28K – – –
TFGT
1958
TS Financial Group (TSFG)
Illinois
$27K +$26.4K +157 New
WCM
1959
WealthBridge Capital Management
Ohio
$26K -$1.35K -8 -4%
AA
1960
AlphaMark Advisors
Kentucky
$23K – – –
EIM
1961
Essex Investment Management
Massachusetts
$22K -$20K -119 -48%
AFIA
1962
America First Investment Advisors
Nebraska
$22K – – –
CWM
1963
Catamount Wealth Management
Connecticut
$21K – – –
DWA
1964
Dougherty Wealth Advisers
Minnesota
$21K – – –
KL
1965
KWMG LLC
Kansas
$20K – – –
WCM
1966
Wealthcare Capital Management
Virginia
$20K – – –
ME
1967
McIlrath & Eck
Washington
$18K +$337 +2 +2%
SAM
1968
Strategy Asset Managers
California
$16K +$15.5K +92 New
RFWA
1969
RPg Family Wealth Advisory
Massachusetts
$15.6K – – –
GCM
1970
Gables Capital Management
Florida
$15K – – –
SIS
1971
Sound Income Strategies
Florida
$14K – – –
GWA
1972
Guidant Wealth Advisors
Illinois
$14K +$505 +3 +4%
CJA
1973
C-J Advisory
California
$12K – – –
LC
1974
Lavaca Capital
Texas
$12K – – –
IF
1975
Ironwood Financial
Arizona
$11K – – –