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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1951
Bragg Financial Advisors
North Carolina
$355K -$108K -780 -22%
SIM
1952
Sadoff Investment Management
Wisconsin
$355K
BWCS
1953
Beirne Wealth Consulting Services
Connecticut
$354K +$371K +2,683 New
IC
1954
Intersect Capital
California
$353K +$369K +2,673 New
ME
1955
McIlrath & Eck
Washington
$352K +$24.3K +176 +7%
MC
1956
Miramar Capital
Illinois
$351K +$342K +2,474 New
SCM
1957
SOL Capital Management
Maryland
$350K
SFA
1958
Semmax Financial Advisors
North Carolina
$347K +$363K +2,630 New
WFM
1959
Wolff Financial Management
Michigan
$345K +$362K +2,618 New
CWM
1960
Cordatus Wealth Management
Pennsylvania
$344K +$360K +2,605 New
JF
1961
JSF Financial
California
$344K +$360K +2,608 New
CCG
1962
Chatham Capital Group
Georgia
$343K
WOC
1963
West Oak Capital
California
$341K -$56.2K -407 -14%
CBN
1964
Cadence Bank NA
Texas
$339K +$8.29K +60 +2%
BWL
1965
Bogart Wealth LLC
Virginia
$339K +$28.9K +209 +9%
DWA
1966
Dougherty Wealth Advisers
Minnesota
$339K +$334K +2,416 New
WAM
1967
Winslow Asset Management
Ohio
$336K
JHCP
1968
Jackson Hole Capital Partners
Oklahoma
$336K +$352K +2,549 New
JWM
1969
JGP Wealth Management
Oregon
$334K
TIM
1970
Tortoise Investment Management
New York
$331K
VI
1971
Versor Investments
New York
$330K -$166K -1,200 -32%
BOC
1972
Barbara Oil Co
Illinois
$330K +$345K +2,500 New
BFPW
1973
BOK Financial Private Wealth
Colorado
$329K +$345K +2,497 New
LA
1974
LexAurum Advisors
Kansas
$328K +$11.2K +81 +3%
GAB
1975
German American Bancorp
Indiana
$325K +$51.5K +373 +18%