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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1951
Seldon Capital
California
$98K – – –
AIM
1952
Axiom Investment Management
New York
$98K +$127K +1,177 New
EWM
1953
Endurance Wealth Management
Rhode Island
$95K +$24.4K +227 +25%
DIP
1954
DT Investment Partners
Pennsylvania
$92K -$119K -1,105 -50%
SOAMC
1955
Spirit of America Management Corp
New York
$91K – – –
MAWCM
1956
Mine & Arao Wealth Creation & Management
California
$91K +$323 +3 +0.3%
HI
1957
Hudock Inc
Pennsylvania
$90K +$431 +4 +0.4%
SCM
1958
Silvant Capital Management
Georgia
$87K – – –
CSPAM
1959
Cary Street Partners Asset Management
Virginia
$85K +$110K +1,022 New
GEA
1960
Glen Eagle Advisors
New Jersey
$84.9K – – –
PCTC
1961
Perkins Coie Trust Company
Washington
$84K -$571K -5,305 -84%
JWA
1962
JFS Wealth Advisors
Pennsylvania
$84K -$16K -149 -13%
RCG
1963
Rock Creek Group
District of Columbia
$83K -$8.51K -79 -7%
FWM
1964
Focused Wealth Management
New York
$81K +$4.09K +38 +4%
TC
1965
Trust Company
Kansas
$80K – – –
LF
1966
Lee Financial
Texas
$80K +$97K +901 +1,365%
NICM
1967
Neo Ivy Capital Management
New York
$79K +$66K +613 +180%
IAMOG
1968
Investors Asset Management of Georgia
Georgia
$79K +$78K +725 +321%
RA
1969
Rise Advisors
New York
$78K +$54K +502 +114%
TCM
1970
Tradewinds Capital Management
Washington
$78K +$64.7K +601 +181%
NF
1971
Norwood Financial
Pennsylvania
$77K – – –
EMFAT
1972
Emerald Mutual Fund Advisers Trust
Pennsylvania
$77K +$1.51K +14 +2%
KFI
1973
Key Financial Inc
Pennsylvania
$77K +$4.95K +46 +5%
C
1974
Covestor
United Kingdom
$76K -$84.7K -787 -46%
TF
1975
TimeScale Financial
Massachusetts
$76K +$861 +8 +0.9%
77 78
79
80 81