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Name Holding Trade Value Shares
Change
Change in
Stake
MUS
1951
Mitsubishi UFJ Securities
Japan
$215K +$215K +590 New
KFS
1952
Kelly Financial Services
Massachusetts
$214K +$36.5K +100 +20%
KC
1953
Kingfisher Capital
North Carolina
$214K -$31.7K -87 -13%
IWA
1954
Intercontinental Wealth Advisors
Texas
$213K
CCM
1955
Carlson Capital Management
Minnesota
$211K -$18.2K -50 -8%
GAM
1956
Gemmer Asset Management
California
$211K
RWMH
1957
Riverpoint Wealth Management Holdings
Illinois
$211K +$365 +1 +0.2%
PIA
1958
Pinion Investment Advisors
Kansas
$211K +$211K +580 New
MAP
1959
Milestone Advisory Partners
North Carolina
$211K +$212K +581 New
KTA
1960
Keeley-Teton Advisors
Illinois
$210K +$210K +576 New
BS
1961
Bessemer Securities
New York
$209K
MWA
1962
Meridian Wealth Advisors
Texas
$209K
CI
1963
CX Institutional
Indiana
$209K +$54.3K +149 +35%
AMM
1964
American Money Management
California
$208K
AIP
1965
Almanack Investment Partners
Pennsylvania
$207K -$157K -431 -43%
BWM
1966
Baystate Wealth Management
Massachusetts
$207K -$44.9K -123 -17%
LI
1967
Lafayette Investments
Maryland
$207K
CWM
1968
Circle Wealth Management
New Jersey
$207K +$207K +569 New
WAM
1969
Weiss Asset Management
Massachusetts
$207K +$208K +570 New
BFA
1970
Benedict Financial Advisors
Georgia
$206K
TIA
1971
Traphagen Investment Advisors
New Jersey
$205K +$11.7K +32 +6%
AWM
1972
Aevitas Wealth Management
Massachusetts
$203K -$208K -570 -51%
ARG
1973
Advisory Resource Group
Oklahoma
$203K +$203K +558 New
BWM
1974
Biltmore Wealth Management
Arizona
$202K -$384K -1,054 -66%
MC
1975
Matisse Capital
Oregon
$202K