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Name Holding Trade Value Shares
Change
Change in
Stake
WAAG
1951
Wealth Alliance Advisory Group
Kansas
$217K +$12.4K +149 +6%
AIP
1952
Almanack Investment Partners
Pennsylvania
$216K +$228K +2,732 New
PM
1953
Parametrica Management
Hong Kong
$216K +$229K +2,741 New
APWM
1954
Atlas Private Wealth Management
New York
$215K -$1.42K -17 -0.6%
ACG
1955
Allen Capital Group
Nebraska
$214K -$12.9K -155 -5%
SWMG
1956
Strategic Wealth Management Group
Maryland
$214K -$3.42K -41 -1%
BA
1957
Ballast Advisors
Minnesota
$214K
CAGAS
1958
Capital Advisory Group Advisory Services
Minnesota
$213K -$72.2K -865 -24%
LCAM
1959
London & Capital Asset Management
United Kingdom
$211K -$809K -9,696 -78%
MWPCG
1960
Measured Wealth Private Client Group
New Hampshire
$210K +$12.9K +155 +6%
MGAM
1961
McGowan Group Asset Management
Texas
$210K +$14K +168 +7%
CAL
1962
Capital Advisors Ltd
Ohio
$208K
SAM
1963
Summit Asset Management
Tennessee
$207K -$18.6K -223 -8%
ANBT
1964
American National Bank & Trust
Texas
$207K +$82.5K +989 +61%
GWM
1965
GSB Wealth Management
Connecticut
$206K
THWM
1966
Taylor Hoffman Wealth Management
Virginia
$206K
VCM
1967
Versant Capital Management
Arizona
$205K +$5.09K +61 +2%
HPC
1968
Hobart Private Capital
North Carolina
$205K +$216K +2,593 New
SCA
1969
Stonebridge Capital Advisors
Minnesota
$204K -$61.5K -737 -22%
Cohen & Steers
1970
Cohen & Steers
New York
$204K
GAM
1971
Gemmer Asset Management
California
$204K +$10.4K +125 +5%
LC
1972
Lindbrook Capital
California
$203K -$37.6K -451 -15%
LF
1973
Lee Financial
Texas
$203K -$25.4K -305 -11%
SHA
1974
Seneca House Advisors
Virginia
$203K -$10.1K -121 -4%
BLAM
1975
Bourne Lent Asset Management
New York
$203K