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Name Holding Trade Value Shares
Change 		Change in
Stake
FAL
1926
Focused Alpha LLC
Colorado
$3.64M +$335K +1,045 +11%
AWM
1927
Ameliora Wealth Management
Switzerland
$3.64M -$49.8K -155 -1%
CAM
1928
Clark Asset Management
New Hampshire
$3.62M -$36K -112 -1%
AO
1929
Advisor OS
Illinois
$3.61M -$9.31K -29 -0.3%
BP
1930
BBR Partners
New York
$3.61M -$140K -436 -4%
AP
1931
Advisors Preferred
Maryland
$3.61M +$1.37M +4,269 +75%
LT
1932
Lindsell Train
United Kingdom
$3.6M +$64.2K +200 +2%
IP
1933
Intellectus Partners
California
$3.6M +$222K +692 +7%
RCS
1934
R2 Capital Strategies
Nebraska
$3.6M +$3.36M +10,481 New
SC
1935
Solstein Capital
California
$3.59M -$406K -1,264 -11%
FAM
1936
Formidable Asset Management
Ohio
$3.59M -$99.8K -311 -3%
CP
1937
Cornerstone Planning
North Carolina
$3.59M +$55.5K +173 +2%
TWA
1938
Tulsa Wealth Advisors
Oklahoma
$3.58M -$12.2K -38 -0.4%
CV
1939
Counterweight Ventures
North Carolina
$3.58M -$123K -384 -4%
EP
1940
Edgestream Partners
New Jersey
$3.58M +$2.84M +8,842 +555%
SFS
1941
Symphony Financial Services
Ohio
$3.58M -$12.2K -38 -0.4%
MC
1942
Martin & Co
Tennessee
$3.58M +$18.3K +57 +0.5%
BHCM
1943
Brevan Howard Capital Management
Jersey
$3.57M +$2.78M +8,672 +498%
MMG
1944
Monetary Management Group
Missouri
$3.57M -$40.1K -125 -1%
PPWM
1945
Paragon Private Wealth Management
Kentucky
$3.55M +$134K +417 +4%
T
1946
TOBAM
France
$3.54M +$368K +1,146 +12%
TC
1947
Tsai Capital
New York
$3.54M – – –
BHWM
1948
Bar Harbor Wealth Management
New Hampshire
$3.53M +$118K +368 +4%
WAG
1949
Winthrop Advisory Group
Massachusetts
$3.53M +$139K +433 +4%
OPTFSNA
1950
Old Point Trust & Financial Services N A
Virginia
$3.52M +$592K +1,843 +22%
76 77
78
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