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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1951
Secure Asset Management
Michigan
$419K +$202K +5,942 +78%
BCI
1952
Brinker Capital Investments
Pennsylvania
$418K +$48K +1,409 +12%
CC
1953
Cedar Capital
Illinois
$416K -$194K -5,691 -30%
JA
1954
JOYN Advisors
Georgia
$416K -$94.5K -2,772 -17%
LWA
1955
Lenox Wealth Advisors
New York
$416K +$341 +10 +0.1%
DA
1956
Denali Advisors
California
$415K -$7.13M -209,219 -94%
MCM
1957
McRae Capital Management
New Jersey
$415K -$114K -3,357 -20%
PC
1958
Port Capital
Illinois
$414K -$1.43K -42 -0.3%
CBFP
1959
Cedar Brook Financial Partners
Ohio
$413K +$91.8K +2,695 +25%
PP
1960
PDS Planning
Ohio
$412K -$28.2K -829 -6%
RFN
1961
RDA Financial Network
Iowa
$412K -$25.6K -752 -5%
PTB
1962
Pioneer Trust Bank
Oregon
$412K +$3.41K +100 +0.8%
GI
1963
Gradient Investments
Minnesota
$412K +$10.3K +302 +2%
SIG
1964
Sargent Investment Group
Maryland
$411K -$10.9K -321 -2%
SAM
1965
SignalPoint Asset Management
Missouri
$411K +$41.2K +1,210 +10%
ACA
1966
Affinity Capital Advisors
California
$410K -$4.87K -143 -1%
WRM
1967
Weybosset Research & Management
Rhode Island
$410K
WCM
1968
Weik Capital Management
Pennsylvania
$409K +$73.1K +2,145 +19%
CA
1969
Cambridge Advisors
Nebraska
$407K +$30K +880 +7%
VRM
1970
Vectors Research Management
New York
$406K -$112K -3,284 -20%
KA
1971
Klingman & Associates
New York
$406K -$9.27K -272 -2%
BMCM
1972
Bryn Mawr Capital Management
Pennsylvania
$404K -$2.38K -70 -0.5%
CWM
1973
Circle Wealth Management
New Jersey
$404K -$545 -16 -0.1%
LA
1974
Legacy Advisors
Pennsylvania
$403K -$25.3K -742 -5%
NG
1975
Northstar Group
New York
$403K +$2.25K +66 +0.5%