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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1951
Atticus Wealth Management
Florida
$164K -$1.76K -13 -1%
SIAP
1952
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$164K +$270 +2 +0.2%
BMD
1953
Better Money Decisions
New Mexico
$160K +$676 +5 +0.4%
IAS
1954
IMA Advisory Services
Colorado
$159K
JMF
1955
Johnson Midwest Financial
Iowa
$159K +$270 +2 +0.2%
PK
1956
Pflug Koory
Nebraska
$157K
FFC
1957
First Financial Corp
Indiana
$156K
ME
1958
McIlrath & Eck
Washington
$156K +$30.5K +226 +26%
CWC
1959
Carolinas Wealth Consulting
North Carolina
$154K -$44.5K -329 -23%
PMFA
1960
Plante Moran Financial Advisors
Michigan
$152K -$274K -2,024 -66%
WBC
1961
West Branch Capital
Massachusetts
$151K +$143K +1,057 New
GAAM
1962
Guinness Atkinson Asset Management
California
$149K +$10.8K +80 +8%
LS
1963
Leelyn Smith
Illinois
$146K
ACA
1964
Atlas Capital Advisors
Wyoming
$145K +$3.79K +28 +3%
FGAM
1965
Financial Gravity Asset Management
Texas
$143K +$946 +7 New
FMB
1966
Field & Main Bank
Kentucky
$143K +$16.9K +125 +14%
FHC
1967
First Horizon Corporation
Tennessee
$140K +$4.46K +33 +3%
MSFP
1968
Mark Sheptoff Financial Planning
Connecticut
$139K +$29.7K +220 +29%
HFM
1969
Hartford Financial Management
Connecticut
$138K
SFO
1970
Standard Family Office
South Dakota
$138K +$69.3K +513 +113%
TFM
1971
TFC Financial Management
Massachusetts
$137K +$135 +1 +0.1%
FMT
1972
First Mercantile Trust
Tennessee
$136K -$1.01M -7,500 -89%
SPWG
1973
Sage Private Wealth Group
Illinois
$134K
FPFS
1974
First Personal Financial Services
North Carolina
$125K
ANBT
1975
American National Bank & Trust
Texas
$125K +$108K +798 +1,064%