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Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
1951
EARNEST Partners
Georgia
$100K +$97.3K +881 New
BWM
1952
Baystate Wealth Management
Massachusetts
$98K -$110 -1 -0.1%
AWA
1953
Acorn Wealth Advisors
Michigan
$94K +$86.8K +786 New
CCM
1954
Cribstone Capital Management
Maine
$93K +$2.21K +20 +3%
DOA
1955
D'Orazio & Associates
Virginia
$91K +$88.3K +800 New
WCAMG
1956
Woodard & Company Asset Management Group
North Carolina
$91K +$88.3K +800 New
THWM
1957
Taylor Hoffman Wealth Management
Virginia
$90K +$87.1K +789 New
ME
1958
McIlrath & Eck
Washington
$89K +$86.3K +781 New
SPI
1959
Santori & Peters Inc
Pennsylvania
$86K +$81.9K +742 New
CB
1960
CNB Bank
Pennsylvania
$84K +$81.5K +738 New
AF
1961
Allworth Financial
California
$82K +$663 +6 +0.8%
FPB
1962
First PREMIER Bank
South Dakota
$80K
FFG
1963
Ford Financial Group
California
$80K +$74.1K +671 New
CFD
1964
Creative Financial Designs
Indiana
$73K -$13.3K -120 -16%
WAM
1965
Watermark Asset Management
California
$71K
FCB
1966
First Command Bank
Texas
$69K
FCFS
1967
First Command Financial Services
Texas
$69K
AIM
1968
ARK Investment Management
Florida
$69K +$66.5K +602 New
CAL
1969
Capital Advisors Ltd
Ohio
$67K
SIM
1970
Sonora Investment Management
Arizona
$61.9K
AI
1971
ArchPoint Investors
Florida
$57K
MIC
1972
MU Investments Company
Japan
$54K -$16.6K -150 -24%
PCM
1973
Prelude Capital Management
New York
$54K +$52.3K +474 New
PW
1974
Price Wealth
Texas
$54K +$52.6K +476 New
CTB
1975
Country Trust Bank
Illinois
$53K -$3.64K -33 -7%