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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1951
Executive Wealth Management
Michigan
$202K +$185K +1,326 New
BFG
1952
Bouchey Financial Group
New York
$201K +$184K +1,318 New
AO
1953
Advisor OS
Illinois
$200K -$227K -1,628 -55%
CFA
1954
CWS Financial Advisors
Michigan
$200K +$182K +1,310 New
TC
1955
TAP Consulting
Missouri
$200K +$183K +1,312 New
HFA
1956
HC Financial Advisors
California
$196K – – –
SWP
1957
ShoreHaven Wealth Partners
New Jersey
$195K +$178K +1,280 New
RWM
1958
Raffa Wealth Management
District of Columbia
$195K +$1.81K +13 +1%
SFA
1959
Semmax Financial Advisors
North Carolina
$190K -$14.8K -106 -8%
ALAM
1960
Asahi Life Asset Management
Japan
$189K +$34.8K +250 +25%
TFS
1961
TrustCore Financial Services
Tennessee
$185K – – –
BAM
1962
Barrett Asset Management
New York
$182K +$37.6K +270 +29%
AF
1963
Allworth Financial
California
$182K +$53.2K +382 +47%
MHR
1964
Matthew Hamilton Rosenberg
$181K -$9.75K -70 -6%
AWM
1965
Atticus Wealth Management
Florida
$173K +$15.5K +111 +11%
DWM
1966
Defined Wealth Management
Oregon
$170K +$155K +1,113 New
PMFA
1967
Plante Moran Financial Advisors
Michigan
$169K +$151K +1,082 +4,162%
PK
1968
Pflug Koory
Nebraska
$168K -$96.1K -690 -39%
FFC
1969
First Financial Corp
Indiana
$168K – – –
IAS
1970
IMA Advisory Services
Colorado
$168K +$18.8K +135 +14%
KCM
1971
Kathmere Capital Management
Pennsylvania
$167K – – –
GI
1972
Gradient Investments
Minnesota
$166K – – –
HFM
1973
Hartford Financial Management
Connecticut
$165K +$139 +1 +0.1%
AJ
1974
Ashburton (Jersey)
Jersey
$160K – – –
LS
1975
Leelyn Smith
Illinois
$155K -$20.9K -150 -13%