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Name Holding Trade Value Shares
Change
Change in
Stake
APWM
1951
Atlas Private Wealth Management
New York
$178K +$163K +739 New
FPFS
1952
First Personal Financial Services
North Carolina
$177K -$112K -508 -41%
CTB
1953
Country Trust Bank
Illinois
$174K
TJHA
1954
Thomas J. Herzfeld Advisors
Florida
$169K
BCA
1955
Berman Capital Advisors
Georgia
$168K +$3.75K +17 +2%
ACM
1956
AUA Capital Management
Pennsylvania
$166K -$62.8K -285 -29%
BHWM
1957
Bay Harbor Wealth Management
Maryland
$162K +$48.9K +222 +49%
PR
1958
Payden & Rygel
California
$157K
ONST
1959
Old North State Trust
North Carolina
$155K
FNBOSM
1960
First National Bank of South Miami
Florida
$154K -$7.71K -35 -5%
VCM
1961
Versant Capital Management
Arizona
$153K -$1.1K -5 -0.8%
PWMG
1962
Prestige Wealth Management Group
New Jersey
$152K -$1.32K -6 -0.9%
IWA
1963
Intercontinental Wealth Advisors
Texas
$151K -$55.5K -252 -28%
RA
1964
Rational Advisors
New York
$150K -$3.38M -15,324 -96%
AWM
1965
AllSquare Wealth Management
New York
$150K -$10.4K -47 -7%
PP
1966
Pacifica Partners
Canada
$148K +$135K +612 New
IRAG
1967
Investment Research & Advisory Group
Georgia
$146K +$133K +604 New
ED
1968
Exane Derivatives
France
$145K -$32.4K -147 -20%
SIC
1969
Salem Investment Counselors
North Carolina
$145K
PCIA
1970
Prime Capital Investment Advisors
Kansas
$145K +$661 +3 +0.5%
EWP
1971
Engrave Wealth Partners
Texas
$145K +$133K +604 New
OC
1972
Oakworth Capital
Alabama
$144K +$85.7K +389 +182%
LAS
1973
Lloyd Advisory Services
Georgia
$144K +$131K +596 New
WLPWM
1974
Walled Lake Planning & Wealth Management
Illinois
$142K +$130K +590 New
EWM
1975
EPG Wealth Management
Georgia
$141K +$129K +585 New