We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AW
1951
Avion Wealth
Texas
$20K -$2.74K -25 -10%
AA
1952
AlphaMark Advisors
Kentucky
$20K – – –
GIA
1953
Goodwin Investment Advisory
Georgia
$19K – – –
RDFA
1954
Ritter Daniher Financial Advisory
Ohio
$19K – – –
CWM
1955
Cedar Wealth Management
California
$18K – – –
DFC
1956
DB Fitzpatrick & Co
Idaho
$18K – – –
POIA
1957
Pin Oak Investment Advisors
Texas
$18K – – –
WPWM
1958
Western Pacific Wealth Management
Illinois
$18K +$21.4K +195 New
BBPWM
1959
Blue Bell Private Wealth Management
Pennsylvania
$17K – – –
IA
1960
IFS Advisors
Kansas
$17K – – –
RAM
1961
Riggs Asset Management
Pennsylvania
$17K +$1.54K +14 +8%
TCCM
1962
Timber Creek Capital Management
Massachusetts
$16K -$350K -3,187 -95%
TAIM
1963
TD Ameritrade Investment Management
Nebraska
$16K -$299K -2,724 -94%
OA
1964
Operose Advisors
Wisconsin
$16K -$52.4K -478 -74%
AWM
1965
Atticus Wealth Management
Florida
$16K – – –
PWC
1966
PYA Waltman Capital
Tennessee
$16K – – –
WPA
1967
West Paces Advisors
Georgia
$15K – – –
FEG
1968
Financial Enhancement Group
Indiana
$15K – – –
CCM
1969
Cribstone Capital Management
Maine
$14K -$22.9K -209 -57%
ACM
1970
Antonetti Capital Management
Florida
$14K – – –
BCM
1971
Bourgeon Capital Management
Connecticut
$14K – – –
LFASL
1972
Lugano Financial Advisors SA (LFA)
Switzerland
$14K – – –
FNBOSM
1973
First National Bank of South Miami
Florida
$13K -$194K -1,765 -93%
VCM
1974
Versant Capital Management
Arizona
$13K -$219 -2 -1%
AP
1975
Atwood & Palmer
Missouri
$13K – – –