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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1951
Bellevue Asset Management
Washington
$22K
FMP
1952
Financial Management Professionals
Texas
$22K +$19.5K +155 +1,107%
OIS
1953
Okabena Investment Services
Minnesota
$21K +$20.3K +161 New
BCM
1954
Bourgeon Capital Management
Connecticut
$20K
GFPC
1955
Global Financial Private Client
Florida
$19.7K +$9.83K +78 +105%
HWA
1956
HHM Wealth Advisors
Tennessee
$19K +$378 +3 +2%
CFO
1957
CVA Family Office
Colorado
$18K -$7.56K -60 -31%
IRC
1958
Investors Research Corp
Georgia
$18K
HF
1959
Halpern Financial
Virginia
$17.3K
GI
1960
GS Investments
Minnesota
$17.2K
NCM
1961
New Capital Management
Texas
$17K -$7.56K -60 -32%
AFIA
1962
America First Investment Advisors
Nebraska
$17K
AWM
1963
AllSquare Wealth Management
New York
$16K
DWA
1964
Dougherty Wealth Advisers
Minnesota
$16K
ME
1965
McIlrath & Eck
Washington
$16K
LB
1966
Legacy Bridge
Iowa
$16K +$15.1K +120 New
WIM
1967
Westside Investment Management
California
$15.6K +$126 +1 +0.3%
RFWA
1968
RPg Family Wealth Advisory
Massachusetts
$14.5K
EAM
1969
Eukles Asset Management
Ohio
$14K +$1.51K +12 +12%
JPLA
1970
Joseph P. Lucia & Associates
New York
$13K
RWB
1971
RMR Wealth Builders
New Jersey
$13K +$12.9K +102 New
DI
1972
Disciplined Investments
Oklahoma
$12K
EIP
1973
Ellis Investment Partners
Pennsylvania
$12K
IAS
1974
IMA Advisory Services
Colorado
$12K
KC
1975
Knuff & Co
California
$12K