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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1951
Crewe Advisors
Utah
$108K +$27K +352 +33%
BHWM
1952
Beaird Harris Wealth Management
Texas
$106K -$8.22K -107 -7%
WAM
1953
Worth Asset Management
Texas
$106K -$538 -7 -0.5%
CIM
1954
Contravisory Investment Management
Massachusetts
$106K – – –
PI
1955
PEAK6 Investments
Illinois
$104K -$6.7M -87,247 -99%
BMD
1956
Better Money Decisions
New Mexico
$101K +$102K +1,324 New
NF
1957
Norwood Financial
Pennsylvania
$99K +$51.5K +670 +107%
JEST
1958
JTC Employer Solutions Trustee
Jersey
$96K – – –
HS
1959
Horan Securities
United States
$96K +$77 +1 +0.1%
TCWA
1960
Ten Capital Wealth Advisors
Washington
$89K -$8.29K -108 -8%
GTAM
1961
Global Trust Asset Management
Florida
$86K -$49.6K -646 -36%
HR
1962
Howe & Rusling
New York
$82K +$39.8K +518 +94%
AW
1963
ACG Wealth
Georgia
$81K +$81.8K +1,065 New
CIA
1964
Cascade Investment Advisors
Oregon
$80.6K – – –
HI
1965
Hoey Investments
Pennsylvania
$80K -$23.2K -302 -22%
HCM
1966
Highlander Capital Management
New Jersey
$80K – – –
CHC
1967
City Holding Co
West Virginia
$79K -$9.98K -130 -11%
BCMLT
1968
Beacon Capital Management LLC (Tennessee)
Tennessee
$79K – – –
PWC
1969
PYA Waltman Capital
Tennessee
$79K +$63.5K +827 +394%
KA
1970
Kozak & Associates
Colorado
$78K -$10.8K -140 -12%
SC
1971
Seldon Capital
California
$78K – – –
ECM
1972
EMC Capital Management
Texas
$78K +$76.8K +1,000 New
SSG
1973
Summit Securities Group
New York
$76K -$415K -5,403 -84%
WB
1974
West Bancorporation
Iowa
$76K – – –
TIM
1975
Tortoise Investment Management
New York
$75K +$22.6K +294 +43%
77 78
79
80 81