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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1951
Bellevue Asset Management
Washington
$124K -$4.33K -20 -3%
EAM
1952
Eukles Asset Management
Ohio
$114K
OCM
1953
Orion Capital Management
California
$114K
CFFP
1954
Center for Financial Planning
Michigan
$112K +$14.7K +68 +15%
HI
1955
Hudock Inc
Pennsylvania
$108K -$3.25K -15 -3%
DC
1956
DeDora Capital
California
$108K +$110K +507 New
UIA
1957
Ulland Investment Advisors
Minnesota
$107K
AWM
1958
AllSquare Wealth Management
New York
$107K +$11.7K +54 +12%
FFWM
1959
Future Financial Wealth Management
Ohio
$106K -$9.95K -46 -8%
FFC
1960
Fure Financial Corporation
Minnesota
$106K
ICM
1961
Islay Capital Management
Texas
$106K
PCFFS
1962
Pacific Center for Financial Services
California
$106K
FCB
1963
First Command Bank
Texas
$104K -$18.4K -85 -15%
FCFS
1964
First Command Financial Services
Texas
$104K
AAP
1965
Arax Advisory Partners
Colorado
$102K +$8.44K +39 +9%
TFA
1966
Toth Financial Advisory
Virginia
$96K
SC
1967
Stephens Consulting
Michigan
$95.3K -$3.25K -15 -3%
KC
1968
Knuff & Co
California
$94K -$1.08K -5 -1%
WAM
1969
Worth Asset Management
Texas
$92K +$92.8K +429 New
TSWM
1970
Tyler-Stone Wealth Management
Ohio
$91K -$18K -83 -16%
ME
1971
McIlrath & Eck
Washington
$91K
TLCM
1972
Twin Lakes Capital Management
California
$90K +$216 +1 +0.2%
OLVIG
1973
Oliver Lagore Vanvalin Investment Group
Michigan
$90K +$92.2K +426 New
BHWM
1974
Bay Harbor Wealth Management
Maryland
$89K
LAS
1975
Lloyd Advisory Services
Georgia
$89K +$35.7K +165 +65%