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Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
1926
Clear Harbor Asset Management
Connecticut
$297K +$19.5K +700 +7%
WA
1927
Wealth Architects
California
$296K -$21.1K -759 -6%
PWM
1928
Paulson Wealth Management
Illinois
$295K +$1.2K +43 +0.4%
GAM
1929
Gould Asset Management
California
$292K -$21.5K -774 -7%
PGA
1930
Premia Global Advisors
Florida
$292K
BCM
1931
BlueCrest Capital Management
Jersey
$292K +$302K +10,840 New
HT
1932
Heritage Trust
Oklahoma
$291K -$16.3K -587 -5%
PCIA
1933
Prime Capital Investment Advisors
Kansas
$289K -$119K -4,264 -28%
BJ
1934
Brouwer & Janachowski
California
$289K -$39K -1,401 -12%
LCM
1935
Liberty Capital Management
Michigan
$288K -$6.37K -229 -2%
CAGAS
1936
Capital Advisory Group Advisory Services
Minnesota
$288K +$297K +10,681 New
BCA
1937
Berman Capital Advisors
Georgia
$287K +$296K +10,638 New
MFW
1938
Meristem Family Wealth
Minnesota
$286K
HIC
1939
Harvey Investment Company
Kentucky
$285K +$8.21K +295 +3%
TC
1940
Trilogy Capital
California
$285K +$294K +10,580 New
LFS
1941
Legacy Financial Strategies
Kansas
$284K -$16.6K -598 -5%
FM
1942
Family Management
New York
$282K
SA
1943
Sicart Associates
New York
$282K
TAM
1944
Trillium Asset Management
Massachusetts
$282K +$31.9K +1,146 +12%
SFM
1945
Signature Financial Management
Virginia
$279K -$219K -7,877 -43%
SCM
1946
Silvant Capital Management
Georgia
$279K +$288K +10,351 New
RWG
1947
Regal Wealth Group
California
$278K +$24.3K +872 +9%
BCM
1948
Blume Capital Management
California
$274K -$81K -2,912 -22%
ECM
1949
EagleClaw Capital Management
Massachusetts
$274K +$3.7K +133 +1%
WIP
1950
Wellesley Investment Partners
Massachusetts
$274K +$56K +2,012 +25%