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Name Holding Trade Value Shares
Change
Change in
Stake
ICM
1951
Islay Capital Management
Texas
$56K – – –
KFS
1952
Kelly Financial Services
Massachusetts
$55.8K – – –
DTIM
1953
Danda Trouve Investment Management
Kansas
$55K – – –
TF
1954
TimeScale Financial
Massachusetts
$55K +$404 +3 +0.7%
HS
1955
Horan Securities
United States
$54K +$538 +4 +1%
FC
1956
FORA Capital
Florida
$50K -$433K -3,221 -90%
AP
1957
Atwood & Palmer
Missouri
$50K – – –
WCG
1958
Weaver Consulting Group
California
$47K – – –
EWM
1959
Edge Wealth Management
New York
$46K -$5.65K -42 -11%
RWM
1960
Raffa Wealth Management
District of Columbia
$46K -$807 -6 -2%
QCMC
1961
Quantum Capital Management (California)
California
$43K – – –
CCA
1962
Column Capital Advisors
Indiana
$42K -$3.36K -25 -7%
EARNEST Partners
1963
EARNEST Partners
Georgia
$42K – – –
LFG
1964
LifePlan Financial Group
Ohio
$41K +$7.26K +54 +22%
ACM
1965
AUA Capital Management
Pennsylvania
$41K +$41K +305 New
CCM
1966
Cribstone Capital Management
Maine
$40K – – –
HIM
1967
Hillsdale Investment Management
Ontario, Canada
$40K – – –
AIC
1968
Archer Investment Corporation
Indiana
$39.2K – – –
AWA
1969
Artemis Wealth Advisors
New York
$38.9K +$404 +3 +1%
SFPG
1970
Stonebridge Financial Planning Group
Florida
$38K – – –
GWMIA
1971
Global Wealth Management Investment Advisory
Florida
$37K -$29.6K -220 -44%
WPA
1972
West Paces Advisors
Georgia
$36.5K -$2.83K -21 -7%
SIAS
1973
Shine Investment Advisory Services
Colorado
$35K – – –
EIM
1974
Essex Investment Management
Massachusetts
$35K +$35.5K +264 New
BEI
1975
Benjamin Edwards Inc
Missouri
$33K -$16.9K -126 -34%