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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
1951
Capital Advisors Ltd
Ohio
$58K -$4.25K -135 -7%
TCM
1952
TD Capital Management
Tennessee
$54K – – –
MCM
1953
MV Capital Management
Maryland
$50K -$16.6K -526 -25%
NCM
1954
New Capital Management
Texas
$48K -$125K -3,972 -72%
WAM
1955
Watermark Asset Management
California
$47K +$47.1K +1,496 New
FFW
1956
Fusion Family Wealth
New York
$46K -$29.8K -947 -39%
DSN
1957
D. Scott Neal
Kentucky
$46K – – –
SA
1958
SRH Advisors
Kansas
$43K – – –
BC
1959
Barnett & Company
Tennessee
$40K – – –
FCA
1960
Florence Capital Advisors
New York
$37K – – –
MIM
1961
Macroview Investment Management
Maryland
$35K – – –
AIM
1962
Acrospire Investment Management
Illinois
$29K -$25K -794 -47%
FPTW
1963
Franklin, Parlapiano, Turner & Welch
Texas
$29K – – –
WAP
1964
Wealthcare Advisory Partners
Pennsylvania
$27K -$8.31K -264 -23%
NYLT
1965
New York Life Trust
New York
$26K -$348K -11,062 -93%
RI
1966
Redwood Investments
Massachusetts
$25K – – –
RBC
1967
Roble Belko & Company
Pennsylvania
$24K +$1.32K +42 +6%
SP
1968
Symmetry Partners
Connecticut
$22K +$22.2K +704 New
MAS
1969
Madden Advisory Services
Florida
$21K +$21.9K +696 New
PO
1970
Private Ocean
California
$20K – – –
SFPIA
1971
Stevens First Principles Investment Advisors
California
$18K +$17.9K +568 New
CWM
1972
Cranbrook Wealth Management
Michigan
$16K -$25K -794 -61%
CIM
1973
Contravisory Investment Management
Massachusetts
$16K – – –
IF
1974
Ironwood Financial
Arizona
$16K – – –
PA
1975
Perennial Advisors
New York
$12K – – –