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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1951
Financial Alternatives
California
$715K -$35.6K -150 -5%
LGA
1952
Lebenthal Global Advisors
New York
$714K +$21.2K +89 +3%
FCM
1953
Fogel Capital Management
Florida
$713K +$894K +3,761 New
CC
1954
Cornerstone Capital
California
$713K – – –
MSG
1955
Main Street Group
Virginia
$711K +$680K +2,860 New
RIA
1956
Retirement Investment Advisors
Oklahoma
$710K -$680K -2,860 -50%
EVM
1957
Evelyn V. Moreno
$709K -$22.1K -93 -3%
WAS
1958
WESPAC Advisors SoCal
California
$709K +$28.3K +119 +4%
CM
1959
Corvex Management
New York
$708K – – –
JWM
1960
JFG Wealth Management
Colorado
$708K +$130K +549 +24%
CPA
1961
Capital Performance Advisors
California
$708K +$462K +1,942 +214%
NCM
1962
Northside Capital Management
Oregon
$708K – – –
IW
1963
Imprint Wealth
South Carolina
$707K -$361K -1,519 -33%
FI
1964
FWG Investments
Kentucky
$706K +$675K +2,841 New
CMA
1965
Cedar Mountain Advisors
Oregon
$705K +$2.85K +12 +0.4%
B
1966
Bellecapital
Switzerland
$704K +$6.42K +27 +1%
SFG
1967
StrategIQ Financial Group
Indiana
$703K – – –
BAM
1968
Bellevue Asset Management
Washington
$701K – – –
CWM
1969
CCG Wealth Management
California
$699K -$785K -3,304 -54%
TCFP
1970
Treasure Coast Financial Planning
Florida
$699K – – –
CM
1971
Castleark Management
Illinois
$696K – – –
BDF
1972
Black Diamond Financial
Maryland
$694K – – –
FCA
1973
FLC Capital Advisors
California
$694K -$16.6K -70 -2%
WHG
1974
Westwood Holdings Group
Texas
$693K +$235K +990 +55%
LPP
1975
Life Planning Partners
Florida
$693K +$662K +2,787 New
77 78
79
80 81