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Name Holding Trade Value Shares
Change
Change in
Stake
CC
1926
Cedar Capital
Illinois
$338K +$54.2K +1,590 +19%
DW
1927
Domani Wealth
Pennsylvania
$334K -$16K -468 -5%
GA
1928
Gateway Advisory
New Jersey
$334K +$86.3K +2,532 +35%
NPF
1929
Norris Perne & French
Michigan
$332K +$65.6K +1,924 +25%
GS
1930
Gagnon Securities
New York
$331K +$511 +15 +0.2%
FA
1931
FCG Advisors
New Jersey
$330K +$341 +10 +0.1%
DWM
1932
Dakota Wealth Management
Florida
$329K +$78.5K +2,303 +32%
TBA
1933
Train Babcock Advisors
New York
$328K -$120K -3,514 -27%
MCM
1934
Millie Capital Management
California
$328K
AIM
1935
Acropolis Investment Management
Missouri
$327K +$86.8K +2,545 +36%
SS
1936
Sunbelt Securities
Texas
$325K -$25.1K -737 -7%
AW
1937
Alpha Windward
Massachusetts
$325K -$5.12K -150 -2%
CW
1938
Cabot-Wellington
Massachusetts
$325K
WA1
1939
Wimmer Associates 1
California
$325K +$10.7K +315 +3%
RWM
1940
Ritholtz Wealth Management
New York
$323K +$28.4K +834 +10%
TFF
1941
The Family Firm
Maryland
$322K +$648 +19 +0.2%
AMCA
1942
Arthur M. Cohen & Associates
Illinois
$322K +$266K +7,792 New
LIA
1943
LBMC Investment Advisors
Tennessee
$319K +$317K +9,287 New
IGGA
1944
Iron Gate Global Advisors
Utah
$317K -$23.6K -693 -7%
LC
1945
Landaas & Company
Wisconsin
$317K +$68 +2 +0%
TCM
1946
Tradewinds Capital Management
Washington
$316K +$19.4K +568 +7%
LA
1947
LexAurum Advisors
Kansas
$316K +$311K +9,112 New
BIM
1948
Barton Investment Management
Pennsylvania
$315K
CPC
1949
Congress Park Capital
New York
$314K +$312K +9,149 New
FWSM
1950
First Wilshire Securities Management
California
$313K -$81.6K -2,394 -21%