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Name Holding Trade Value Shares
Change
Change in
Stake
RFWA
1951
RPg Family Wealth Advisory
Massachusetts
$13.7K – – –
CAGAS
1952
Capital Advisory Group Advisory Services
Minnesota
$13K -$3.11K -29 -21%
Sageworth Trust
1953
Sageworth Trust
Pennsylvania
$13K -$1.07K -10 -9%
CCM
1954
Chiron Capital Management
Florida
$13K +$10.7K +100 New
HFS
1955
HBC Financial Services
Washington
$13K +$10.7K +100 New
JWM
1956
Janiczek Wealth Management
Colorado
$12K +$10.2K +95 New
JWA
1957
JFS Wealth Advisors
Pennsylvania
$11K – – –
TIM
1958
Tortoise Investment Management
New York
$11K – – –
TVWM
1959
Tower View Wealth Management
Wisconsin
$10K – – –
HS
1960
Horan Securities
United States
$9K -$429 -4 -5%
NCM
1961
New Capital Management
Texas
$9K – – –
IR
1962
Invictus RG
Bermuda
$9K +$8.05K +75 New
CCMW
1963
Cypress Capital Management (Wyoming)
Wyoming
$8K – – –
SC
1964
Sawyer & Company
Massachusetts
$8K – – –
KCM
1965
Kathmere Capital Management
Pennsylvania
$7K +$5.58K +52 New
CH
1966
Canton Hathaway
Rhode Island
$6K – – –
LWA
1967
Lowe Wealth Advisors
Maryland
$6K +$107 +1 +2%
BHWM
1968
Bay Harbor Wealth Management
Maryland
$6K +$1.18K +11 +28%
FBT
1969
First Bank & Trust
South Dakota
$6K +$5.37K +50 New
LGWM
1970
Litman Gregory Wealth Management
California
$5K – – –
TJHA
1971
Thomas J. Herzfeld Advisors
Florida
$5K – – –
T2I
1972
Turim 21 Investimentos
Brazil
$5K – – –
CPW
1973
Catalyst Private Wealth
California
$5K +$3.87K +36 New
GTAM
1974
Global Trust Asset Management
Florida
$4K – – –
RCC
1975
Red Cedar Capital
Nebraska
$4K – – –