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Name Holding Trade Value Shares
Change 		Change in
Stake
TL
1951
Tradewinds LLC
North Carolina
$588K +$10.2K +231 +2%
ADMI
1952
Albert D. Mason Inc
Massachusetts
$588K +$13.5K +305 +2%
HCM
1953
Howland Capital Management
Massachusetts
$585K +$51.1K +1,152 +9%
BWM
1954
Baystate Wealth Management
Massachusetts
$583K -$23.3K -525 -3%
AI
1955
ArchPoint Investors
Florida
$583K – – –
BV
1956
Boxwood Ventures
Illinois
$582K – – –
LCM
1957
LCM Capital Management
Illinois
$581K -$3.06K -69 -0.5%
AWM
1958
Aberdeen Wealth Management
Illinois
$581K +$222 +5 +0%
RCS
1959
Retirement Capital Strategies
California
$579K -$21.2K -478 -3%
CF
1960
Copperwynd Financial
Arizona
$579K -$5.68K -128 -0.9%
FCM
1961
Fourpath Capital Management
Oklahoma
$577K +$168K +3,778 +35%
GCM
1962
Gibraltar Capital Management
Oklahoma
$577K +$240K +5,405 +60%
FCAG
1963
First Capital Advisors Group
New Jersey
$576K +$31.2K +704 +5%
CG
1964
Carmignac Gestion
France
$575K +$209K +4,705 +49%
LK
1965
Lumbard & Kellner
New Hampshire
$574K -$33.5K -755 -5%
TCMG
1966
TSP Capital Management Group
New Jersey
$574K – – –
AWM
1967
Accurate Wealth Management
Florida
$572K +$102K +2,305 +20%
AIA
1968
Armor Investment Advisors
North Carolina
$570K -$35.6K -803 -5%
GWA
1969
GGM Wealth Advisors
Maryland
$570K +$86.2K +1,944 +18%
DCM
1970
DGS Capital Management
New Jersey
$569K +$115K +2,582 +22%
LA
1971
Legacy Advisors
Pennsylvania
$567K +$83.6K +1,885 +15%
TT
1972
TI-Trust
Illinois
$566K -$3.99K -90 -0.6%
GA
1973
GraniteShares Advisors
New York
$563K -$84.7K -1,908 -12%
EFG
1974
Everhart Financial Group
Ohio
$562K +$255K +5,744 +69%
KFI
1975
Key Financial Inc
Pennsylvania
$562K +$344K +7,761 +123%
77 78
79
80 81