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Name Holding Trade Value Shares
Change 		Change in
Stake
NIC
1951
Northwest Investment Counselors
Oregon
$350K – – –
AFM
1952
Andesa Financial Management
Pennsylvania
$350K +$8.06K +600 +2%
CAS
1953
Cascadia Advisory Services
Oregon
$348K +$351K +26,080 New
RCG
1954
Rock Creek Group
District of Columbia
$347K -$399K -29,720 -53%
PHS
1955
Pekin Hardy Strauss
Illinois
$347K – – –
CMBA
1956
C.M. Bidwell & Associates
Hawaii
$347K +$8.06K +600 +2%
RA
1957
RFG Advisory
Alabama
$347K +$64.5K +4,800 +23%
RSWM
1958
Robertson Stephens Wealth Management
California
$346K +$93.5K +6,960 +37%
FC
1959
Financial Consulate
Maryland
$344K -$40.3K -3,000 -10%
JWCA
1960
J.W. Coons Advisors
Ohio
$344K – – –
GGS
1961
Galvin Gaustad & Stein
Arizona
$344K +$67.2K +5,000 +24%
FCFC
1962
First Citizens Financial Corp
Iowa
$343K -$8.06K -600 -2%
OWM
1963
Opes Wealth Management
California
$343K +$345K +25,680 New
AAM
1964
Augustine Asset Management
Florida
$341K -$188K -13,960 -35%
RBCM
1965
Raub Brock Capital Management
California
$341K +$12.4K +920 +4%
SCA
1966
Spearhead Capital Advisors
Florida
$341K +$17.7K +1,320 +5%
AA
1967
ALPS Advisors
Colorado
$341K +$69.4K +5,160 +25%
WCM
1968
WealthBridge Capital Management
Ohio
$338K -$26.9K -2,000 -7%
DP
1969
Dearborn Partners
Illinois
$338K +$15.1K +1,120 +5%
FWM
1970
Focused Wealth Management
New York
$338K +$44.1K +3,280 +15%
FA
1971
Forefront Analytics
Pennsylvania
$337K +$3.76K +280 +1%
MA
1972
Modus Advisors
Minnesota
$335K -$38.7K -2,880 -10%
AA
1973
AF Advisors
California
$334K +$44.6K +3,320 +15%
CA
1974
Claro Advisors
Massachusetts
$333K -$50K -3,720 -13%
AWM
1975
Accel Wealth Management
Iowa
$333K +$16.7K +1,240 +5%
77 78
79
80 81