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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1951
Worth Asset Management
Texas
$14K -$781 -9 -4%
PP
1952
PrairieView Partners
Minnesota
$14K
PCA
1953
Providence Capital Advisors
North Carolina
$14K
SC
1954
Siena Capital
Ohio
$14K
BA
1955
Bivin & Associates
Oklahoma
$14K +$694 +8 +4%
APW
1956
Axim Planning & Wealth
Ohio
$14K +$17.5K +202 New
BMD
1957
Better Money Decisions
New Mexico
$14K +$17.8K +205 New
PLU
1958
Performa Ltd (US)
South Carolina
$13K +$15.6K +180 New
TCWA
1959
Ten Capital Wealth Advisors
Washington
$11K -$6.68K -77 -32%
COCM
1960
Charter Oak Capital Management
New Hampshire
$11K -$6.51K -75 -32%
BAM
1961
Baldrige Asset Management
Pennsylvania
$11K
LSA
1962
Lansing Street Advisors
Pennsylvania
$11K
SA
1963
SRH Advisors
Kansas
$11K
AW
1964
Avion Wealth
Texas
$11K +$5.38K +62 +62%
PO
1965
Private Ocean
California
$10K -$4.34K -50 -24%
MCA
1966
Maryland Capital Advisors
Maryland
$10K
VRM
1967
Vectors Research Management
New York
$10K
RIM
1968
Rockbridge Investment Management
New York
$9.64K -$9.2K -106 -43%
FSWA
1969
Financial Synergies Wealth Advisors
Texas
$9.43K +$11.7K +135 New
GIS
1970
Grayhawk Investment Strategies
Alberta, Canada
$9K +$8.76K +101 New
CTC (Chicago Trading Company)
1971
CTC (Chicago Trading Company)
Illinois
$8.99K +$11.2K +129 New
PH
1972
Pinnacle Holdings
Oklahoma
$8.52K +$10.6K +122 New
SIA
1973
SkyView Investment Advisors
New Jersey
$8K -$26.5K -305 -73%
PWC
1974
PYA Waltman Capital
Tennessee
$8K
FEG
1975
Financial Enhancement Group
Indiana
$7K -$2.91M -33,541 -100%