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Name Holding Trade Value Shares
Change
Change in
Stake
BPGAM
1926
BTG Pactual Global Asset Management
Bermuda
$109K +$111K +496 New
CAL
1927
Capital Advisors Ltd
Ohio
$104K -$8.25K -37 -7%
ONST
1928
Old North State Trust
North Carolina
$104K – – –
SAM
1929
S.A. Mason
Michigan
$104K – – –
BFG
1930
Baron Financial Group
New Jersey
$103K – – –
RCA
1931
Ranch Capital Advisors
Florida
$103K +$46.6K +209 +80%
KFS
1932
Kelly Financial Services
Massachusetts
$102K -$16.7K -75 -14%
MFT
1933
Moisand Fitzgerald Tamayo
Florida
$99K -$3.12K -14 -3%
UOTTAIMCU
1934
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$99K +$100K +450 New
AWM
1935
Atticus Wealth Management
Florida
$98K -$90.1K -404 -47%
LC
1936
Lindbrook Capital
California
$96K -$57.5K -258 -37%
WWM
1937
Wolff Wiese Magana
California
$92K +$21.2K +95 +30%
WIA
1938
Wealthstreet Investment Advisors
Texas
$88K -$211K -945 -70%
AAP
1939
Arax Advisory Partners
Colorado
$88K -$59.1K -265 -40%
CFA
1940
Cahill Financial Advisors
Minnesota
$88K +$89.4K +401 New
WWMSC
1941
Wagner Wealth Management (South Carolina)
South Carolina
$78K -$22.7K -102 -21%
PCFFS
1942
Pacific Center for Financial Services
California
$77K – – –
EAM
1943
Erste Asset Management
Austria
$76.3K – – –
BCA
1944
Bray Capital Advisors
Florida
$76K – – –
LWANC
1945
Laurel Wealth Advisors (North Carolina)
North Carolina
$75K -$146K -655 -66%
CWC
1946
Carolinas Wealth Consulting
North Carolina
$74K – – –
NC
1947
NewSquare Capital
Pennsylvania
$74K – – –
SIS
1948
Sound Income Strategies
Florida
$72K +$39K +175 +114%
FRA
1949
Front Row Advisors
California
$68K – – –
AA
1950
AlphaMark Advisors
Kentucky
$68K +$4.68K +21 +7%