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Name Holding Trade Value Shares
Change 		Change in
Stake
JF
1926
Joule Financial
Kentucky
$543K +$157K +561 +38%
WTA
1927
Washington Trust Advisors
Massachusetts
$542K +$74K +265 +15%
FPIS
1928
Financial Planning & Information Services
Wisconsin
$539K +$12.3K +44 +2%
WA
1929
Wealthstream Advisors
New York
$537K +$164K +588 +41%
DSC
1930
Duncker Streett & Co
Missouri
$536K – – –
BIA
1931
Bell Investment Advisors
California
$536K +$25.7K +92 +5%
VAFP
1932
Vahanian & Associates Financial Planning
New York
$535K +$108K +385 +24%
AMC
1933
Asset Management Corp
Illinois
$534K +$59.5K +213 +12%
MHC
1934
Meyer Handelman Company
New York
$533K – – –
TFM
1935
TFC Financial Management
Massachusetts
$533K +$14.8K +53 +3%
TRIA
1936
Trail Ridge Investment Advisors
Colorado
$532K -$149K -532 -16%
LI
1937
LVZ Inc
Michigan
$532K +$38K +136 +7%
WFAG
1938
Wescott Financial Advisory Group
Pennsylvania
$530K +$139K +497 +33%
FFA
1939
Fairfield Financial Advisors
Massachusetts
$530K +$15.9K +57 +3%
WCG
1940
Weaver Consulting Group
California
$529K -$38.3K -137 -6%
HFS
1941
HBC Financial Services
Washington
$529K – – –
HFA
1942
High Falls Advisors
New York
$529K – – –
CWM
1943
Chesapeake Wealth Management
Virginia
$528K – – –
KCM
1944
Karp Capital Management
California
$527K -$27.9K -100 -5%
DW
1945
Domani Wealth
Pennsylvania
$527K +$8.38K +30 +2%
PPWM
1946
Paragon Private Wealth Management
Kentucky
$527K +$53.3K +191 +9%
EFSCE
1947
Enterprise Financial Services Corp (EFSC)
Missouri
$527K +$70.9K +254 +15%
TIA
1948
Traphagen Investment Advisors
New Jersey
$525K -$47.8K -171 -8%
MCM
1949
Maple Capital Management
Vermont
$525K +$28.5K +102 +4%
MWA
1950
Motive Wealth Advisors
Michigan
$524K +$552K +1,977 New
76 77
78
79 80