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Name Holding Trade Value Shares
Change 		Change in
Stake
MVA
1951
Mount Vernon Associates
Maryland
$216K -$14.1K -50 -6%
SFG
1952
Summit Financial Group
West Virginia
$216K +$204K +723 New
CSM
1953
CAMG Solamere Management
North Carolina
$214K -$13.3K -47 -6%
CSPIA
1954
Cary Street Partners Investment Advisory
Virginia
$214K +$202K +715 New
STA
1955
Summit Trail Advisors
New York
$212K +$200K +710 New
TT
1956
TI-Trust
Illinois
$212K +$200K +710 New
BWP
1957
BSW Wealth Partners
Colorado
$212K +$200K +711 New
KWM
1958
Keebeck Wealth Management
Illinois
$212K +$201K +712 New
IA
1959
IFG Advisory
Georgia
$211K +$199K +707 New
CG
1960
Corundum Group
Colorado
$210K +$198K +702 New
PW
1961
Peninsula Wealth
California
$210K +$198K +703 New
SAM
1962
Summit Asset Management
Tennessee
$210K +$198K +703 New
ACM
1963
Adalta Capital Management
New York
$209K -$84.6K -300 -30%
GCP
1964
GSA Capital Partners
United Kingdom
$209K +$197K +700 New
XWM
1965
Xcel Wealth Management
Florida
$209K +$197K +700 New
CT
1966
Columbia Trust
Oregon
$209K +$198K +703 New
CWAG
1967
Compton Wealth Advisory Group
Virginia
$208K +$196K +695 New
LFA
1968
Lighthouse Financial Advisors
Maryland
$208K +$196K +696 New
B
1969
Bellecapital
Switzerland
$206K +$195K +690 New
CI
1970
Clal Insurance
Israel
$204K -$60.2M -213,638 -78%
PV
1971
Private Vista
Illinois
$204K +$192K +682 New
BCM
1972
BTR Capital Management
California
$204K +$193K +683 New
KFI
1973
Key Financial Inc
Pennsylvania
$204K +$193K +684 New
PT
1974
Plimoth Trust
Massachusetts
$203K +$192K +680 New
RAM
1975
Redmond Asset Management
Virginia
$203K +$192K +680 New
77 78
79
80 81