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Name Holding Trade Value Shares
Change
Change in
Stake
OA
1926
Operose Advisors
Wisconsin
$63.3K +$7.3K +16 +13%
BCM
1927
Boreal Capital Management
Florida
$62.9K +$61.2K +134 New
OIA
1928
Optimum Investment Advisors
Illinois
$61K -$2.28K -5 -4%
BOJHT
1929
Bank of Jackson Hole Trust
Wyoming
$58.2K – – –
FFA
1930
Frazier Financial Advisors
Ohio
$58K – – –
FRA
1931
Front Row Advisors
California
$57.7K – – –
PWA
1932
Physician Wealth Advisors
Utah
$57.1K +$3.19K +7 +6%
RPA
1933
Redwood Park Advisors
California
$56.4K – – –
CWM
1934
Consultiva Wealth Management
Puerto Rico
$56.3K – – –
BAM
1935
Bellevue Asset Management
Washington
$55.8K – – –
TIM
1936
Tortoise Investment Management
New York
$55.8K +$8.67K +19 +19%
MFT
1937
Moisand Fitzgerald Tamayo
Florida
$54.9K – – –
CAM
1938
Costello Asset Management
Pennsylvania
$54.4K – – –
TF
1939
Tompkins Financial
New York
$54.4K – – –
SO
1940
Sierra Ocean
California
$53.5K +$5.02K +11 +11%
NWM
1941
Navigoe Wealth Management
California
$53K – – –
ECM
1942
Eisler Capital Management
United Kingdom
$51.1K -$263K -577 -84%
CTA
1943
Colonial Trust Advisors
South Carolina
$51.1K – – –
RWA
1944
Redmont Wealth Advisors
Illinois
$51.1K +$49.8K +109 New
RA
1945
Rational Advisors
New York
$50.7K +$49.3K +108 New
NWM
1946
Nova Wealth Management
Florida
$49.4K -$2.74K -6 -5%
HHMI
1947
Howard Hughes Medical Institute
Maryland
$47.9K +$46.6K +102 New
QL
1948
Quarry LP
New York
$46.9K -$538K -1,178 -92%
Group One Trading
1949
Group One Trading
Illinois
$46.9K -$194K -426 -81%
SCM
1950
Silvant Capital Management
Georgia
$46.9K – – –