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Name Holding Trade Value Shares
Change
Change in
Stake
WAS
1951
Wealth Advisory Solutions
Indiana
$205K +$149K +873 New
OFS
1952
Oldfather Financial Services
Nebraska
$204K +$122K +717 New
MKC
1953
M. Kraus & Co
Vermont
$204K +$148K +867 New
T
1954
TRUADVICE
Florida
$203K +$120K +705 New
MCC
1955
Money Concepts Capital
Florida
$203K +$147K +864 New
GWM
1956
Greenwich Wealth Management
Connecticut
$201K +$146K +855 New
3LCM
1957
3D/L Capital Management
Connecticut
$200K +$154K +900 New
FPCG
1958
Fort Pitt Capital Group
Pennsylvania
$198K +$143K +840 New
SAM
1959
Simplify Asset Management
Nevada
$197K +$143K +840 New
SNT
1960
Security National Trust
West Virginia
$194K +$5.12K +30 +4%
SLG
1961
Stanley-Laman Group
Pennsylvania
$194K +$141K +825 New
DAC
1962
Dividend Assets Capital
South Carolina
$189K -$115K -675 -46%
PP
1963
Pacifica Partners
Canada
$188K -$30.7K -180 -17%
WT
1964
Washington Trust
Rhode Island
$184K -$2.56K -15 -2%
JMF
1965
Johnson Midwest Financial
Iowa
$181K +$132K +771 New
CAM
1966
Costello Asset Management
Pennsylvania
$179K +$109K +639 +533%
GFPC
1967
Global Financial Private Client
Florida
$176K -$5.12K -30 -4%
TFIPS
1968
Towarzystwo Funduszy Inwestycyjnych PZU SA
$176K +$128K +750 New
HR
1969
Howe & Rusling
New York
$176K -$1.54K -9 -1%
BEI
1970
Benjamin Edwards Inc
Missouri
$175K -$53.2K -312 -30%
JWM
1971
Janiczek Wealth Management
Colorado
$171K +$91.1K +534 +278%
CQS
1972
Credential Qtrade Securities
$169K +$122K +717 New
KCM
1973
Kathmere Capital Management
Pennsylvania
$167K +$2.56K +15 +2%
HI
1974
Hoey Investments
Pennsylvania
$165K -$76.8K -450 -39%
Kayne Anderson Rudnick Investment Management
1975
Kayne Anderson Rudnick Investment Management
California
$164K +$6.14K +36 +5%