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Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
1951
Capital Directions Investment Advisors
Georgia
$14K -$9.89K -114 -36%
WAM
1952
Worth Asset Management
Texas
$14K -$781 -9 -4%
PP
1953
PrairieView Partners
Minnesota
$14K – – –
PCA
1954
Providence Capital Advisors
North Carolina
$14K – – –
SC
1955
Siena Capital
Ohio
$14K – – –
BA
1956
Bivin & Associates
Oklahoma
$14K +$694 +8 +4%
APW
1957
Axim Planning & Wealth
Ohio
$14K +$17.5K +202 New
BMD
1958
Better Money Decisions
New Mexico
$14K +$17.8K +205 New
PLU
1959
Performa Ltd (US)
South Carolina
$13K +$15.6K +180 New
TCWA
1960
Ten Capital Wealth Advisors
Washington
$11K -$6.68K -77 -32%
COCM
1961
Charter Oak Capital Management
New Hampshire
$11K -$6.51K -75 -32%
BAM
1962
Baldrige Asset Management
Pennsylvania
$11K – – –
LSA
1963
Lansing Street Advisors
Pennsylvania
$11K – – –
SA
1964
SRH Advisors
Kansas
$11K – – –
AW
1965
Avion Wealth
Texas
$11K +$5.38K +62 +62%
PO
1966
Private Ocean
California
$10K -$4.34K -50 -24%
MCA
1967
Maryland Capital Advisors
Maryland
$10K – – –
VRM
1968
Vectors Research Management
New York
$10K – – –
RIM
1969
Rockbridge Investment Management
New York
$9.64K -$9.2K -106 -43%
FSWA
1970
Financial Synergies Wealth Advisors
Texas
$9.43K +$11.7K +135 New
GIS
1971
Grayhawk Investment Strategies
Alberta, Canada
$9K +$8.76K +101 New
CTC (Chicago Trading Company)
1972
CTC (Chicago Trading Company)
Illinois
$8.99K +$11.2K +129 New
PH
1973
Pinnacle Holdings
Oklahoma
$8.52K +$10.6K +122 New
SIA
1974
SkyView Investment Advisors
New Jersey
$8K -$26.5K -305 -73%
PWC
1975
PYA Waltman Capital
Tennessee
$8K – – –