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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1901
Boreal Capital Management
Florida
$71.6K +$72K +168 New
RG
1902
RHL Group
Michigan
$71.2K +$71.5K +167 New
DMIC
1903
Dixon Mitchell Investment Counsel
British Columbia, Canada
$70.4K +$70.7K +165 New
AWM
1904
Activest Wealth Management
Florida
$69.5K +$15.4K +36 +28%
C
1905
Covestor
United Kingdom
$68K -$428 -1 -0.6%
KTC
1906
Kentucky Trust Company
Kentucky
$67.4K – – –
MIM
1907
Manitou Investment Management
Ontario, Canada
$66.9K – – –
RA
1908
Rational Advisors
New York
$66.1K +$7.28K +17 +12%
WG
1909
Wellington Group
Indiana
$66.1K +$66.4K +155 New
TCA
1910
Trifecta Capital Advisors
Illinois
$65.7K -$2.14K -5 -3%
UFPG
1911
United Financial Planning Group
New York
$65.7K +$66K +154 New
BONH
1912
Bank of New Hampshire
New Hampshire
$64K – – –
SC
1913
Solstein Capital
California
$63.1K – – –
FS
1914
Financially Speaking
Colorado
$59.7K – – –
UOTTAIMCU
1915
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$59.3K -$42.8K -100 -42%
OAJ
1916
Ogorek Anthony Joseph
New York
$56K -$26.6K -62 -32%
PWA
1917
Physician Wealth Advisors
Utah
$55K -$3.85K -9 -7%
OA
1918
Operose Advisors
Wisconsin
$54.6K -$2.57K -6 -4%
HFS
1919
Hughes Financial Services
Virginia
$54.2K -$857 -2 -2%
TF
1920
Tompkins Financial
New York
$54.2K +$4.71K +11 +9%
P
1921
Palladiem
Pennsylvania
$54K +$54K +126 New
AFC
1922
Ares Financial Consulting
California
$53.4K +$53.5K +125 New
AWA
1923
Acumen Wealth Advisors
Tennessee
$53.3K +$53.5K +125 New
WAU
1924
Wellington-Altus USA
Manitoba, Canada
$53.3K +$53.5K +125 New
NWM
1925
Navigoe Wealth Management
California
$53K – – –
75 76
77
78 79