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Name Holding Trade Value Shares
Change
Change in
Stake
NRG
1926
Nemes Rush Group
Michigan
$76.7K +$4.26K +9 +6%
LI
1927
LRI Investments
Florida
$76.7K -$117K -248 -60%
C
1928
Covestor
United Kingdom
$76K -$2.37K -5 -3%
TCA
1929
Trifecta Capital Advisors
Illinois
$75.5K +$4.73K +10 +7%
KTC
1930
Kentucky Trust Company
Kentucky
$75K – – –
MIM
1931
Manitou Investment Management
Ontario, Canada
$74.6K – – –
SSG
1932
Summit Securities Group
New York
$72.7K +$72.4K +153 New
MA
1933
Montag & Associates
Georgia
$72.2K +$6.63K +14 +10%
BONH
1934
Bank of New Hampshire
New Hampshire
$71.3K – – –
CB
1935
Community Bank
New York
$71.3K – – –
SC
1936
Solstein Capital
California
$70.3K – – –
MA
1937
MCF Advisors
Kentucky
$68.2K -$947 -2 -1%
PAS
1938
Point72 Asia (Singapore)
Singapore
$66.8K -$4.76M -10,046 -99%
FS
1939
Financially Speaking
Colorado
$66.5K – – –
GA
1940
GoalVest Advisory
New York
$66.5K – – –
RA
1941
Rational Advisors
New York
$65.5K +$14.2K +30 +28%
PWA
1942
Physician Wealth Advisors
Utah
$65.5K +$7.58K +16 +13%
OA
1943
Operose Advisors
Wisconsin
$63.6K -$473 -1 -0.7%
OIA
1944
Optimum Investment Advisors
Illinois
$61.8K – – –
AWM
1945
Activest Wealth Management
Florida
$60.3K +$17K +36 +40%
TIM
1946
Tortoise Investment Management
New York
$59.9K +$3.31K +7 +6%
NWM
1947
Navigoe Wealth Management
California
$59K +$4.73K +10 +9%
FRA
1948
Front Row Advisors
California
$58.4K – – –
HDIM
1949
Hanson & Doremus Investment Management
Vermont
$58K +$11.4K +24 +24%
RPA
1950
Redwood Park Advisors
California
$57.1K – – –