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Name Holding Trade Value Shares
Change
Change in
Stake
HW
1951
Hedeker Wealth
Illinois
$403K +$418K +16,647 New
IFS
1952
Ifrah Financial Services
Arkansas
$399K -$5.57K -222 -1%
DC
1953
Derby & Company
Massachusetts
$395K +$5.17K +206 +1%
QAM
1954
QCI Asset Management
New York
$394K -$20K -796 -5%
IF
1955
IRON Financial
Illinois
$393K +$16.6K +663 +4%
AWCI
1956
Alpine Woods Capital Investors
New York
$392K -$2.33M -92,680 -85%
RC
1957
Reik & Co
New York
$391K +$19.1K +760 +5%
AIM
1958
Acropolis Investment Management
Missouri
$390K -$20.7K -825 -5%
RW
1959
REDW Wealth
New Mexico
$388K +$73K +2,910 +22%
SFA
1960
Stewardship Financial Advisors
Georgia
$387K -$14.8K -591 -4%
NVIM
1961
New Vernon Investment Management
Illinois
$387K
JWM
1962
Jackson Wealth Management
Florida
$387K +$425K +16,925 New
CAM
1963
Cypress Asset Management
Texas
$386K -$1.2M -47,810 -75%
AWM
1964
Aevitas Wealth Management
Massachusetts
$383K +$47K +1,873 +13%
SGS
1965
Sterling Global Strategies
California
$381K -$5.07K -202 -1%
FPFS
1966
First Personal Financial Services
North Carolina
$380K -$118K -4,710 -23%
CAM
1967
CenterStar Asset Management
Illinois
$376K
HP
1968
HT Partners
Connecticut
$375K
BONST
1969
Bank of Nova Scotia Trust
Ontario, Canada
$374K -$8.46K -337 -2%
EF
1970
Empirical Finance
Pennsylvania
$373K -$150K -5,986 -28%
SDWMA
1971
Schneider Downs Wealth Management Advisors
Pennsylvania
$372K +$43.2K +1,721 +13%
WA
1972
Wealthstar Advisors
Texas
$371K +$384K +15,299 New
CWM
1973
Cedar Wealth Management
California
$370K -$1.81K -72 -0.5%
FA
1974
Fagan Associates
New York
$370K -$376 -15 -0.1%
LC
1975
Landaas & Company
Wisconsin
$369K -$21.9K -874 -5%