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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
1951
IMA Advisory Services
Colorado
$360K -$3.4K -139 -1%
CAAS
1952
Capital Asset Advisory Services
Michigan
$360K +$16.2K +662 +5%
BMM
1953
Berkshire Money Management
Massachusetts
$360K +$34.2K +1,398 +11%
LA
1954
LVW Advisors
New York
$359K -$22.3K -909 -6%
KSA
1955
Ken Stern & Associates
California
$359K +$41.3K +1,686 +14%
RHJA
1956
Rice Hall James & Associates
California
$358K +$32.4K +1,324 +10%
CA
1957
CapWealth Advisors
Tennessee
$357K -$9.82K -401 -3%
GTAM
1958
Global Trust Asset Management
Florida
$357K +$35.8K +1,460 +12%
SCP
1959
Silverleafe Capital Partners
Tennessee
$356K +$133K +5,411 +63%
BWA
1960
Burt Wealth Advisors
Maryland
$354K +$85.4K +3,487 +33%
DCM
1961
Dimension Capital Management
Florida
$352K -$11.4K -464 -3%
ML
1962
McAdam LLC
Pennsylvania
$351K +$2.84K +116 +0.9%
SNBOSD
1963
Security National Bank of So Dak
Iowa
$349K -$683K -27,873 -67%
HPWM
1964
Highland Private Wealth Management
Washington
$349K -$113K -4,617 -25%
SNBOSCI
1965
Security National Bank of Sioux City Iowa
Iowa
$349K -$113K -4,595 -25%
SCM
1966
Suffolk Capital Management
New York
$347K -$14.9M -608,972 -98%
WA
1967
Wealth Architects
California
$347K +$57K +2,329 +21%
PWM
1968
Paulson Wealth Management
Illinois
$347K +$82.9K +3,383 +32%
AFNAS
1969
American Financial Network Advisory Services
California
$347K +$335K +13,656 +32,514%
TCOO
1970
Trust Company of Oklahoma
Oklahoma
$347K -$73.2K -2,988 -18%
LI
1971
Lafayette Investments
Maryland
$346K +$9.53K +389 +3%
AEPG
1972
American Economic Planning Group
New Jersey
$345K -$9.92K -405 -3%
CP
1973
Camelot Portfolios
Ohio
$340K -$26.6K -1,085 -7%
PFA
1974
Pure Financial Advisors
California
$339K +$327K +13,364 New
ACM
1975
Alethea Capital Management
Washington
$336K -$412K -16,802 -56%