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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1926
Watermark Asset Management
California
$50K +$48.3K +450 New
WCM
1927
Wealthcare Capital Management
Virginia
$46K – – –
GWA
1928
Guidant Wealth Advisors
Illinois
$46K +$33.8K +315 +315%
AIM
1929
Acrospire Investment Management
Illinois
$45K -$193K -1,800 -82%
MIC
1930
MU Investments Company
Japan
$45K -$9.66K -90 -18%
WAS
1931
Winch Advisory Services
Wisconsin
$45K +$215 +2 +0.5%
OAJ
1932
Ogorek Anthony Joseph
New York
$44K -$21K -196 -33%
AI
1933
ArchPoint Investors
Florida
$44K +$42.9K +400 New
FPA
1934
Fieldpoint Private Advisors
New York
$43K +$40.8K +380 New
DOA
1935
D'Orazio & Associates
Virginia
$40K – – –
RI
1936
Redwood Investments
Massachusetts
$37K – – –
CFA
1937
Camarda Financial Advisors
Florida
$34K -$39.5K -368 -55%
WA
1938
WealthTrust-Arizona
Arizona
$34K – – –
WP
1939
WealthPLAN Partners
Nebraska
$32.5K +$31.1K +290 New
FFW
1940
Fusion Family Wealth
New York
$32K -$20.6K -192 -40%
PO
1941
Private Ocean
California
$32K – – –
AA
1942
Apriem Advisors
California
$30K +$3.86K +36 +15%
FMA
1943
FNY Managed Accounts
New York
$29K +$27.9K +260 New
HWM
1944
Holloway Wealth Management
Florida
$28K – – –
JAM
1945
JCIC Asset Management
Ontario, Canada
$28K – – –
BC
1946
Barnett & Company
Tennessee
$27K – – –
BRC
1947
Bell Rock Capital
Delaware
$22K – – –
CCS
1948
Crosspoint Capital Strategies
California
$22K – – –
JIR
1949
James Investment Research
Ohio
$22K +$4.08K +38 +23%
NYLT
1950
New York Life Trust
New York
$21K -$242K -2,255 -92%