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Name Holding Trade Value Shares
Change
Change in
Stake
TWMP
1926
Taylor Wealth Management Partners
Massachusetts
$106K +$441 +14 +0.4%
WP
1927
WealthPLAN Partners
Nebraska
$104K +$105K +3,323 New
HA
1928
Harfst & Associates
Wyoming
$104K -$357K -11,357 -77%
LWM
1929
LBA Wealth Management
Florida
$104K -$441 -14 -0.4%
UWPG
1930
Ullmann Wealth Partners Group
Florida
$101K +$101K +3,219 New
WA
1931
WealthTrust-Arizona
Arizona
$92K -$16.5K -524 -15%
TFO
1932
Tarbox Family Office
California
$92K
LYV
1933
Live Your Vision
Pennsylvania
$89K
MIC
1934
MU Investments Company
Japan
$88K -$16K -508 -15%
CP
1935
Corbenic Partners
Pennsylvania
$87K -$44.2K -1,404 -34%
CFG
1936
CKW Financial Group
Hawaii
$85K
DMK
1937
David M. Knott
$85K
HWP
1938
Hefty Wealth Partners
Indiana
$85K +$3.15K +100 +4%
AFIA
1939
America First Investment Advisors
Nebraska
$84K
PVH
1940
Psagot Value Holdings
Israel
$83K -$292K -9,268 -78%
AIM
1941
Arcadia Investment Management
Michigan
$83K -$3.78K -120 -4%
TCCM
1942
Timber Creek Capital Management
Massachusetts
$79K -$4.15K -132 -5%
RAM
1943
Riggs Asset Management
Pennsylvania
$78K -$29.4K -934 -27%
CPA
1944
Cowen Prime Advisors
New York
$76K +$50K +1,589 +193%
SFG
1945
Sage Financial Group
Pennsylvania
$71K
CCMW
1946
Cypress Capital Management (Wyoming)
Wyoming
$69.2K
AP
1947
Atwood & Palmer
Missouri
$69K
JAM
1948
Jolley Asset Management
North Carolina
$63K
ABA
1949
American Beacon Advisors
Texas
$60.5K +$60.6K +1,926 New
VIM
1950
Veritas Investment Management
United Kingdom
$59K -$24.6K -781 -29%