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Name Holding Trade Value Shares
Change
Change in
Stake
HCA
1926
Heck Capital Advisors
Wisconsin
$204K +$6.17K +37 +3%
LWM
1927
Lenox Wealth Management
Ohio
$203K +$8.84K +53 +5%
CHP
1928
Cable Hill Partners
Oregon
$191K +$43.2K +259 +30%
OSNBOA
1929
Old Second National Bank of Aurora
Illinois
$185K +$25K +150 +16%
FMII
1930
Farmers & Merchants Investments Inc
Nebraska
$182K +$43.1K +258 +32%
OHS
1931
Odey Holdings (Switzerland)
Switzerland
$181K
PHK
1932
Point72 Hong Kong
Hong Kong
$181K +$176K +1,057 New
WC
1933
Whitnell & Co
Illinois
$171K -$15K -90 -8%
GIC
1934
GFI Investment Counsel
Ontario, Canada
$171K
VCM
1935
Vigilant Capital Management
Maine
$169K
CLM
1936
ClearBridge LLC (Maryland)
Maryland
$165K
BWL
1937
Bogart Wealth LLC
Virginia
$162K +$156K +937 New
WAM
1938
Watermark Asset Management
California
$161K -$8.68K -52 -5%
NC
1939
NewSquare Capital
Pennsylvania
$160K +$25K +150 +19%
MCIA
1940
Mountain Capital Investment Advisors
Colorado
$156K
PCFFS
1941
Pacific Center for Financial Services
California
$155K
SAS
1942
Stelac Advisory Services
New York
$152K +$149K +892 New
ACM
1943
Aviance Capital Management
Florida
$151K -$232K -1,391 -61%
KLWA
1944
Kelly Lawrence W & Associates
California
$128K
IP
1945
Isthmus Partners
Wisconsin
$117K +$5.01K +30 +5%
MFT
1946
Moisand Fitzgerald Tamayo
Florida
$111K +$109K +651 New
AIP
1947
Almanack Investment Partners
Pennsylvania
$110K -$75.1K -450 -41%
MIC
1948
MU Investments Company
Japan
$110K -$33.4K -200 -24%
MWM
1949
MinichMacGregor Wealth Management
New York
$106K -$15.4K -92 -13%
ABA
1950
American Beacon Advisors
Texas
$106K