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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1951
SNS Financial Group
Minnesota
$472K -$102K -3,861 -19%
KLI
1952
Kelman-Lazarov Inc
Tennessee
$472K +$437K +16,500 New
LSA
1953
L & S Advisors
California
$469K -$2.67M -100,688 -86%
NERM
1954
New England Research & Management
Illinois
$469K -$884K -33,378 -67%
WCM
1955
WealthBridge Capital Management
Ohio
$469K -$26.9K -1,014 -6%
PFA
1956
Pinnacle Family Advisors
Missouri
$464K +$83.9K +3,165 +24%
WA
1957
Wealthstar Advisors
Texas
$463K +$37.7K +1,424 +10%
WP
1958
WealthShield Partners
North Carolina
$460K +$145K +5,490 +52%
HP
1959
HT Partners
Connecticut
$455K
SDJVC
1960
St. Denis J. Villere & Co
Louisiana
$454K
PP
1961
PDS Planning
Ohio
$454K +$14.6K +550 +4%
SC
1962
Sovarnum Capital
New York
$454K +$421K +15,888 New
NCM
1963
Northwest Capital Management
Oregon
$453K +$715 +27 +0.2%
JAM
1964
JCIC Asset Management
Ontario, Canada
$452K -$46.1K -1,741 -10%
FAN
1965
Financial Advisors Network
California
$450K
SC
1966
Saturna Capital
Washington
$450K +$154K +5,826 +59%
ECM
1967
EagleClaw Capital Management
Massachusetts
$443K +$149K +5,625 +57%
I
1968
INVST
Indiana
$442K +$107K +4,039 +35%
WCF
1969
West Coast Financial
California
$441K +$7.02K +265 +2%
OPCM
1970
Osborne Partners Capital Management
California
$440K +$35.1K +1,324 +9%
NCM
1971
Noesis Capital Mangement
Florida
$439K +$33.9K +1,278 +9%
CAM
1972
Congress Asset Management
Massachusetts
$438K +$5.27K +199 +1%
GPA
1973
Garrison Point Advisors
California
$437K
HI
1974
HBK Investments
Texas
$437K +$405K +15,283 New
PCP
1975
Proficio Capital Partners
Massachusetts
$436K +$11.7K +442 +3%