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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1926
Cranbrook Wealth Management
Michigan
$66K +$5.01K +20 +7%
CDIA
1927
Capital Directions Investment Advisors
Georgia
$66K +$71.9K +287 New
CCA
1928
Column Capital Advisors
Indiana
$65K
GIA
1929
Goodwin Investment Advisory
Georgia
$64K +$70.4K +281 New
SBL
1930
Sargent Bickham Lagudis
Colorado
$63K -$7.01K -28 -9%
UFF
1931
USA Financial Formulas
Michigan
$63K -$2.25K -9 -3%
EIP
1932
Ellis Investment Partners
Pennsylvania
$63K +$251 +1 +0.4%
HFM
1933
Harvest Fund Management
China
$59K +$65.4K +261 New
LF
1934
Lee Financial
Texas
$58K
TIM
1935
Tortoise Investment Management
New York
$58K
MFA
1936
McClarren Financial Advisors
Pennsylvania
$58K +$251 +1 +0.4%
TI
1937
Truehand Inc
New Hampshire
$57K
LAS
1938
Lloyd Advisory Services
Georgia
$57K +$8.02K +32 +15%
CWA
1939
Carolina Wealth Advisors
South Carolina
$55K
LJHT
1940
Laurie J. Hall Trustee
$55K
WIM
1941
Westside Investment Management
California
$54.6K +$9.02K +36 +3%
MCM
1942
MV Capital Management
Maryland
$54K +$10K +40 +20%
APW
1943
Acima Private Wealth
Virginia
$53K
POIA
1944
Pin Oak Investment Advisors
Texas
$53K +$58.1K +232 New
GTAM
1945
Global Trust Asset Management
Florida
$52K -$451K -1,800 -89%
FFA
1946
Freedman Financial Associates
Massachusetts
$52K
SFA
1947
Semmax Financial Advisors
North Carolina
$51K -$12.3K -49 -18%
BAM
1948
Baldrige Asset Management
Pennsylvania
$51K -$6.01K -24 -10%
CTB
1949
Country Trust Bank
Illinois
$51K +$3.26K +13 +6%
TFIPS
1950
Towarzystwo Funduszy Inwestycyjnych PZU SA
$50.3K