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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
1951
CKW Financial Group
Hawaii
$45K
VC
1952
Vestor Capital
Illinois
$42K +$43.6K +787 New
LWA
1953
Lenox Wealth Advisors
New York
$41K +$4.38K +79 +12%
CTB
1954
Country Trust Bank
Illinois
$41K +$17.5K +315 +70%
CFD
1955
Creative Financial Designs
Indiana
$38K -$21.5K -387 -34%
AAP
1956
Arax Advisory Partners
Colorado
$36K -$46.7K -842 -56%
FFW
1957
Fusion Family Wealth
New York
$36K +$23.9K +431 +187%
CWM
1958
Catamount Wealth Management
Connecticut
$35K +$3.16K +57 +10%
HRC
1959
Hoertkorn Richard Charles
$34K
MFT
1960
Moisand Fitzgerald Tamayo
Florida
$34K
DOA
1961
D'Orazio & Associates
Virginia
$34K +$23.2K +418 +198%
FWC
1962
First Washington Corp
Washington
$31K
WAM
1963
Watermark Asset Management
California
$30K
WAS
1964
WESPAC Advisors SoCal
California
$29K -$14.5K -262 -33%
MIC
1965
MU Investments Company
Japan
$28K -$11.6K -210 -28%
DSN
1966
D. Scott Neal
Kentucky
$28K
NL
1967
NVWM LLC
Pennsylvania
$28K +$29.1K +524 New
HWP
1968
Hefty Wealth Partners
Indiana
$27K
WCM
1969
Wealthcare Capital Management
Virginia
$27K
BCP
1970
Blackhawk Capital Partners
Wisconsin
$26K +$26.7K +482 New
FFG
1971
Ford Financial Group
California
$26K +$26.8K +483 New
HWM
1972
Holloway Wealth Management
Florida
$25K
OWA
1973
One Wealth Advisors
California
$24K +$24.2K +436 New
TDC
1974
Thompson Davis & Co
Virginia
$23K -$62.1K -1,121 -73%
CPA
1975
Cowen Prime Advisors
New York
$23K -$58.1K -1,048 -71%