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Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1926
Personal CFO Solutions
New Jersey
$14.2M +$111K +700 +0.9%
RCM
1927
Ratan Capital Management
Florida
$14.2M – – –
IWA
1928
IVC Wealth Advisors
Pennsylvania
$14.2M -$982K -6,214 -7%
HCP
1929
Hexagon Capital Partners
Arkansas
$14.2M -$201K -1,274 -2%
WA
1930
WBH Advisory
Maryland
$14.2M -$48.4K -306 -0.4%
BCM
1931
Brooktree Capital Management
Michigan
$14.2M -$481K -3,042 -4%
MC
1932
Muhlenkamp & Co
Pennsylvania
$14.1M -$6.95K -44 -0.1%
MTWM
1933
Masso Torrence Wealth Management
New Jersey
$14.1M +$12.6M +79,542 New
FPCM
1934
Financial Partners Capital Management
New York
$14.1M +$198K +1,250 +2%
RIM
1935
Reliant Investment Management
Tennessee
$14.1M -$630K -3,987 -5%
AB
1936
Atlas Brown
Kentucky
$14.1M -$15.6K -99 -0.1%
BSB
1937
Bangor Savings Bank
Maine
$14.1M +$6.8K +43 +0.1%
OBGC
1938
O'Brien Greene & Co
Pennsylvania
$14.1M -$158K -999 -1%
MF
1939
Manchester Financial
California
$14.1M +$392K +2,479 +3%
NDSI
1940
Newman Dignan & Sheerar Inc
Rhode Island
$14M -$209K -1,324 -2%
HI
1941
Humankind Investments
New York
$14M +$69.2K +438 +0.6%
LAIC
1942
Lederer & Associates Investment Counsel
California
$14M -$93.4K -591 -0.7%
AIA
1943
Angeles Investment Advisors
California
$14M -$538K -3,403 -4%
MPW
1944
Monterey Private Wealth
California
$14M -$207K -1,308 -2%
AIA
1945
Allied Investment Advisors
Montana
$13.9M -$116K -732 -0.9%
AIM
1946
Acropolis Investment Management
Missouri
$13.9M -$200K -1,268 -2%
LC
1947
Lavaca Capital
Texas
$13.9M -$330K -2,090 -3%
PWPS
1948
Pinnacle Wealth Planning Services
Ohio
$13.9M +$606K +3,832 +5%
MFG
1949
Magnus Financial Group
New York
$13.9M +$811K +5,130 +7%
LA
1950
LexAurum Advisors
Kansas
$13.9M -$226K -1,427 -2%
76 77
78
79 80