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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1951
Visionary Wealth Advisors
Illinois
$219K +$207K +733 New
CANC
1952
Culbertson A N & Co
Virginia
$218K +$206K +730 New
EIA
1953
Edgemoor Investment Advisors
Maryland
$218K +$206K +730 New
KPCM
1954
Kings Point Capital Management
New York
$217K +$56.4K +200 +38%
TIP
1955
Torray Investment Partners
Maryland
$216K -$18.3K -65 -8%
MVA
1956
Mount Vernon Associates
Maryland
$216K -$14.1K -50 -6%
SFG
1957
Summit Financial Group
West Virginia
$216K +$204K +723 New
CSM
1958
CAMG Solamere Management
North Carolina
$214K -$13.3K -47 -6%
CSPIA
1959
Cary Street Partners Investment Advisory
Virginia
$214K +$202K +715 New
STA
1960
Summit Trail Advisors
New York
$212K +$200K +710 New
TT
1961
TI-Trust
Illinois
$212K +$200K +710 New
BWP
1962
BSW Wealth Partners
Colorado
$212K +$200K +711 New
KWM
1963
Keebeck Wealth Management
Illinois
$212K +$201K +712 New
IA
1964
IFG Advisory
Georgia
$211K +$199K +707 New
CG
1965
Corundum Group
Colorado
$210K +$198K +702 New
PW
1966
Peninsula Wealth
California
$210K +$198K +703 New
SAM
1967
Summit Asset Management
Tennessee
$210K +$198K +703 New
ACM
1968
Adalta Capital Management
New York
$209K -$84.6K -300 -30%
GCP
1969
GSA Capital Partners
United Kingdom
$209K +$197K +700 New
XWM
1970
Xcel Wealth Management
Florida
$209K +$197K +700 New
CT
1971
Columbia Trust
Oregon
$209K +$198K +703 New
CWAG
1972
Compton Wealth Advisory Group
Virginia
$208K +$196K +695 New
LFA
1973
Lighthouse Financial Advisors
Maryland
$208K +$196K +696 New
B
1974
Bellecapital
Switzerland
$206K +$195K +690 New
CI
1975
Clal Insurance
Israel
$204K -$60.2M -213,638 -78%
77 78
79
80 81