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Name Holding Trade Value Shares
Change
Change in
Stake
LC
1926
Landaas & Company
Wisconsin
$152K
M
1927
MOTCO
Texas
$152K +$17.3K +157 +13%
MCA
1928
Mercer Capital Advisers
New Jersey
$143K
RCG
1929
Ruggie Capital Group
Florida
$141K -$4.53K -41 -3%
PFA
1930
Pathway Financial Advisors
Vermont
$136K +$131K +1,189 New
SC
1931
Slow Capital
California
$132K +$128K +1,156 New
FDS
1932
First Dallas Securities
Texas
$125K +$121K +1,100 New
ABA
1933
American Beacon Advisors
Texas
$120K +$4.2K +38 +4%
GBBWRPM
1934
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$119K +$36.2K +328 +52%
PWM
1935
Paulson Wealth Management
Illinois
$117K +$113K +1,023 New
WI
1936
Welch Investments
Alabama
$116K +$5.85K +53 +5%
MSA
1937
Marino Stram & Associates
Massachusetts
$116K +$112K +1,016 New
BWA
1938
BDO Wealth Advisors
Florida
$115K +$994 +9 +0.9%
CFN
1939
Cordasco Financial Network
Florida
$114K
HCM
1940
Highlander Capital Management
New Jersey
$114K
WC
1941
Whitnell & Co
Illinois
$114K
CLM
1942
ClearBridge LLC (Maryland)
Maryland
$113K -$21.8K -197 -17%
JGIA
1943
Jackson Grant Investment Advisers
Connecticut
$112K
FGC
1944
Financial Gravity Companies
Texas
$112K +$98.8K +895 New
HDIM
1945
Hanson & Doremus Investment Management
Vermont
$111K
LWM
1946
Lenox Wealth Management
Ohio
$110K +$1.44K +13 +1%
FFW
1947
Fusion Family Wealth
New York
$109K +$61.3K +555 +139%
AIS
1948
AlphaOne Investment Services
Pennsylvania
$108K +$105K +948 New
OFW
1949
Omnia Family Wealth
Florida
$105K +$110 +1 +0.1%
RBC
1950
Roble Belko & Company
Pennsylvania
$100K +$66.8K +605 +221%