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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
1951
ShoreHaven Wealth Partners
New Jersey
$195K +$178K +1,280 New
RWM
1952
Raffa Wealth Management
District of Columbia
$195K +$1.81K +13 +1%
SFA
1953
Semmax Financial Advisors
North Carolina
$190K -$14.8K -106 -8%
ALAM
1954
Asahi Life Asset Management
Japan
$189K +$34.8K +250 +25%
TFS
1955
TrustCore Financial Services
Tennessee
$185K
BAM
1956
Barrett Asset Management
New York
$182K +$37.6K +270 +29%
AF
1957
Allworth Financial
California
$182K +$53.2K +382 +47%
MHR
1958
Matthew Hamilton Rosenberg
$181K -$9.75K -70 -6%
AWM
1959
Atticus Wealth Management
Florida
$173K +$15.5K +111 +11%
DWM
1960
Defined Wealth Management
Oregon
$170K +$155K +1,113 New
PMFA
1961
Plante Moran Financial Advisors
Michigan
$169K +$151K +1,082 +4,162%
PK
1962
Pflug Koory
Nebraska
$168K -$96.1K -690 -39%
FFC
1963
First Financial Corp
Indiana
$168K
IAS
1964
IMA Advisory Services
Colorado
$168K +$18.8K +135 +14%
KCM
1965
Kathmere Capital Management
Pennsylvania
$167K
GI
1966
Gradient Investments
Minnesota
$166K
HFM
1967
Hartford Financial Management
Connecticut
$165K +$139 +1 +0.1%
AJ
1968
Ashburton (Jersey)
Jersey
$160K
LS
1969
Leelyn Smith
Illinois
$155K -$20.9K -150 -13%
MF
1970
Manchester Financial
California
$152K -$3.2K -23 -2%
PCC
1971
Park Circle Company
Maryland
$152K
TFM
1972
TFC Financial Management
Massachusetts
$145K +$139 +1 +0.1%
TAIM
1973
TD Ameritrade Investment Management
Nebraska
$145K +$2.92K +21 +2%
SIAP
1974
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$144K -$20.3K -146 -13%
IFAM
1975
Institutional & Family Asset Management
Colorado
$142K -$6.68K -48 -5%