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Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
1951
Vista Investment Management
Pennsylvania
$278K -$16.4K -195 -5%
AC
1952
Addison Capital
Pennsylvania
$278K -$10.8K -129 -3%
FAT
1953
First American Trust
California
$278K -$3.11K -37 -0.9%
TCM
1954
Tuttle Capital Management
Connecticut
$278K +$325K +3,861 New
MWM
1955
Modera Wealth Management
New Jersey
$276K -$355K -4,225 -52%
EIA
1956
Eldridge Investment Advisors
New Hampshire
$276K -$1.09K -13 -0.3%
BCM
1957
Bluefin Capital Management
New York
$276K – – –
SB
1958
Sunflower Bank
Texas
$276K +$6.22K +74 +2%
IA
1959
Independence Advisors
Pennsylvania
$275K +$13.5K +160 +4%
WMC
1960
Westwood Management Corporation
Illinois
$274K – – –
CWC
1961
Carolinas Wealth Consulting
North Carolina
$274K +$52.6K +625 +20%
FHC
1962
First Heartland Consultants
Missouri
$272K -$45.7K -543 -13%
SP
1963
Successful Portfolios
Florida
$272K +$57.8K +687 +22%
AWM
1964
Atticus Wealth Management
Florida
$270K -$13.2K -157 -4%
EIG
1965
Ellenbecker Investment Group
Wisconsin
$270K -$2.86K -34 -0.9%
CCM
1966
Carderock Capital Management
Maryland
$269K -$592K -7,043 -65%
RIM
1967
Reliant Investment Management
Tennessee
$268K +$313K +3,720 New
CWM
1968
Circle Wealth Management
New Jersey
$266K -$22.7K -270 -7%
SWM
1969
Sugarloaf Wealth Management
Georgia
$266K -$14.4K -171 -4%
GIA
1970
Granite Investment Advisors
New Hampshire
$266K +$57.8K +687 +23%
UCI
1971
Uncommon Cents Investing
Wisconsin
$266K +$88.9K +1,057 +40%
VAM
1972
Verity Asset Management
North Carolina
$265K +$310K +3,687 New
ACM
1973
Aljian Capital Management
Nevada
$265K +$311K +3,696 New
TCM
1974
Traynor Capital Management
Pennsylvania
$264K -$60.4K -718 -16%
LFA
1975
Legacy Financial Advisors
Kentucky
$264K +$308K +3,661 New
77 78
79
80 81