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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1951
Trellis Advisors
Washington
$310K +$9.88K +100 +2%
ACM
1952
Anfield Capital Management
California
$308K -$58.3K -590 -12%
TCB
1953
Texas Capital Bancshares
Texas
$308K – – –
SCM
1954
Southport Capital Management
Tennessee
$308K +$22.1K +224 +6%
CWG
1955
Cornerstone Wealth Group
North Carolina
$307K -$1.5M -15,148 -78%
PCM
1956
Pointe Capital Management
Michigan
$307K +$60.7K +614 +17%
WIA
1957
Westbourne Investment Advisors
Maryland
$306K -$9.88K -100 -2%
CCP
1958
Cardan Capital Partners
Colorado
$305K +$199K +2,018 +92%
DCM
1959
Donaldson Capital Management
Indiana
$304K -$130K -1,319 -24%
MSFP
1960
Mark Sheptoff Financial Planning
Connecticut
$304K +$400K +4,052 +2,701%
SFI
1961
SPC Financial Inc
Maryland
$303K -$74.8K -757 -15%
22CM
1962
20/20 Capital Management
California
$303K -$43.9K -444 -12%
RPA
1963
Rock Point Advisors
Vermont
$301K -$17.6K -178 -4%
RPWA
1964
Regent Peak Wealth Advisors
Georgia
$300K -$134K -1,360 -25%
VDBMI
1965
Van Den Berg Management I
Texas
$300K +$409K +4,141 New
CFN
1966
Cordasco Financial Network
Florida
$299K +$278K +2,809 +214%
RI
1967
Rudd International
Florida
$298K -$22.7K -230 -5%
VAM
1968
Verity Asset Management
North Carolina
$298K +$406K +4,107 New
CFO
1969
CVA Family Office
Colorado
$294K +$47.4K +480 +13%
TCM
1970
Traynor Capital Management
Pennsylvania
$293K -$1.53M -15,450 -79%
TW
1971
Towerpoint Wealth
California
$293K -$417K -4,223 -51%
JHCP
1972
Jackson Hole Capital Partners
Oklahoma
$293K – – –
VIM
1973
Vista Investment Management
Pennsylvania
$293K +$21.4K +217 +6%
TL
1974
TrueWealth LLC
Georgia
$291K +$11.6K +117 +3%
RFN
1975
RDA Financial Network
Iowa
$290K -$18.9K -191 -5%
77 78
79
80 81