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Name Holding Trade Value Shares
Change
Change in
Stake
ST
1951
Sageworth Trust
Pennsylvania
$13K -$1.07K -10 -9%
CCM
1952
Chiron Capital Management
Florida
$13K +$10.7K +100 New
HFS
1953
HBC Financial Services
Washington
$13K +$10.7K +100 New
JWM
1954
Janiczek Wealth Management
Colorado
$12K +$10.2K +95 New
JWA
1955
JFS Wealth Advisors
Pennsylvania
$11K
TIM
1956
Tortoise Investment Management
New York
$11K
TVWM
1957
Tower View Wealth Management
Wisconsin
$10K
HS
1958
Horan Securities
United States
$9K -$429 -4 -5%
NCM
1959
New Capital Management
Texas
$9K
IR
1960
Invictus RG
Bermuda
$9K +$8.05K +75 New
CCMW
1961
Cypress Capital Management (Wyoming)
Wyoming
$8K
SC
1962
Sawyer & Company
Massachusetts
$8K
KCM
1963
Kathmere Capital Management
Pennsylvania
$7K +$5.58K +52 New
CH
1964
Canton Hathaway
Rhode Island
$6K
LWA
1965
Lowe Wealth Advisors
Maryland
$6K +$107 +1 +2%
BHWM
1966
Bay Harbor Wealth Management
Maryland
$6K +$1.18K +11 +28%
FBT
1967
First Bank & Trust
South Dakota
$6K +$5.37K +50 New
LGWM
1968
Litman Gregory Wealth Management
California
$5K
TJHA
1969
Thomas J. Herzfeld Advisors
Florida
$5K
T2I
1970
Turim 21 Investimentos
Brazil
$5K
CPW
1971
Catalyst Private Wealth
California
$5K +$3.87K +36 New
GTAM
1972
Global Trust Asset Management
Florida
$4K
RCC
1973
Red Cedar Capital
Nebraska
$4K
TFGT
1974
TS Financial Group (TSFG)
Illinois
$4K
BAMG
1975
Brand Asset Management Group
Missouri
$3K