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Name Holding Trade Value Shares
Change
Change in
Stake
CC
1926
Corsicana & Co
Texas
$73K +$65.7K +300 New
SC
1927
Solstein Capital
California
$73K +$65.7K +300 New
UFF
1928
USA Financial Formulas
Michigan
$69K -$46.4K -212 -43%
JWA
1929
JFS Wealth Advisors
Pennsylvania
$69K
CCA
1930
Column Capital Advisors
Indiana
$68K
FMTCOCP
1931
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$67K +$11.2K +51 +23%
EIP
1932
Ellis Investment Partners
Pennsylvania
$66K
HDIM
1933
Hanson & Doremus Investment Management
Vermont
$65K -$32.6K -149 -26%
CWM
1934
Cranbrook Wealth Management
Michigan
$65K -$2.41K -11 -4%
SFA
1935
Semmax Financial Advisors
North Carolina
$65K +$27.1K +124 +85%
COCM
1936
Charter Oak Capital Management
New Hampshire
$64K
FI
1937
FormulaFolio Investments
Michigan
$63K +$3.28K +15 +6%
MFA
1938
McClarren Financial Advisors
Pennsylvania
$61K
TIM
1939
Tortoise Investment Management
New York
$61K
TI
1940
Truehand Inc
New Hampshire
$60K
LF
1941
Lee Financial
Texas
$60K +$11.2K +51 +26%
BAM
1942
Baldrige Asset Management
Pennsylvania
$60K +$54.1K +247 New
CWA
1943
Carolina Wealth Advisors
South Carolina
$58K
LJHT
1944
Laurie J. Hall Trustee
$58K
WIM
1945
Westside Investment Management
California
$57.7K -$6.57K -30 -3%
APW
1946
Acima Private Wealth
Virginia
$56K
FFA
1947
Freedman Financial Associates
Massachusetts
$54K
FI
1948
Financial Insights
Washington
$53.4K +$48.4K +221 New
TFIPS
1949
Towarzystwo Funduszy Inwestycyjnych PZU SA
$53.2K
FA
1950
Financial Avengers
California
$53K