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Name Holding Trade Value Shares
Change
Change in
Stake
BCA
1951
Bay Colony Advisors
Massachusetts
$560K -$2.81K -15 -0.5%
BRM
1952
Boston Research & Management
Massachusetts
$558K – – –
SIAG
1953
Safeguard Investment Advisory Group
California
$558K +$214K +1,144 +61%
LA
1954
Lakeside Advisors
Washington
$556K +$187 +1 +0%
CFG
1955
Certior Financial Group
Pennsylvania
$555K +$9.35K +50 +2%
ADEF
1956
ABS Direct Equity Fund
Connecticut
$554K +$34.6K +185 New
AIM
1957
ABS Investment Management
Connecticut
$554K +$34.6K +185 New
JEST
1958
JTC Employer Solutions Trustee
Jersey
$554K – – –
PFG
1959
Prosperity Financial Group
California
$554K +$560K +2,996 New
CA
1960
Cambridge Advisors
Nebraska
$554K – – –
MCM
1961
Massar Capital Management
Connecticut
$553K -$603K -3,227 -52%
FIA
1962
FNY Investment Advisers
New York
$552K +$35.5K +190 +7%
WAM
1963
Wilsey Asset Management
California
$551K -$52.2M -279,334 -99%
IA
1964
Invested Advisors
Pennsylvania
$550K +$30.3K +162 +6%
RCWM
1965
Royal Capital Wealth Management
Indiana
$550K +$561 +3 +0.1%
PWM
1966
Platt Wealth Management
California
$548K +$25.2K +135 +5%
GSIAS
1967
Garden State Investment Advisory Services
New Jersey
$548K +$167K +891 +43%
EWA
1968
Eagle Wealth Advisors
Connecticut
$546K +$124K +662 +29%
SI
1969
Severin Investments
Missouri
$545K +$19.6K +105 +4%
BW
1970
Basepoint Wealth
Iowa
$545K -$72K -385 -12%
MIH
1971
Meitav Investment House
Israel
$544K +$551K +2,946 New
LI
1972
Lafayette Investments
Maryland
$544K +$9.35K +50 +2%
RF
1973
Rossby Financial
Florida
$539K -$61.5K -329 -10%
PHIC
1974
Pine Haven Investment Counsel
Massachusetts
$539K +$6.54K +35 +1%
OWA
1975
Outlook Wealth Advisors
Texas
$538K -$34K -182 -6%