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Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1001
KRS Capital Management
Michigan
$338K – – –
WPC
1002
Wedmont Private Capital
Pennsylvania
$336K +$22.3K +285 +7%
GCP
1003
GSA Capital Partners
United Kingdom
$334K -$81.7K -1,045 -20%
DWM
1004
Drive Wealth Management
Utah
$332K -$30.5K -390 -8%
CHJWM
1005
Carlton Hofferkamp & Jenks Wealth Management
Texas
$330K +$39.1K +500 +16%
AIM
1006
Anchor Investment Management
South Carolina
$330K +$62.1K +795 +23%
CFP
1007
Catalyst Financial Partners
Massachusetts
$328K +$330K +4,225 New
DC
1008
Diametric Capital
Massachusetts
$327K +$329K +4,210 New
SFG
1009
Synergy Financial Group
California
$323K -$20.3K -260 -6%
MCC
1010
Malaga Cove Capital
California
$321K – – –
JWCA
1011
J.W. Cole Advisors
Florida
$319K -$22.3K -285 -6%
VFA
1012
Valeo Financial Advisors
Indiana
$319K +$321K +4,105 New
DACS
1013
Dymon Asia Capital (Singapore)
Singapore
$318K +$320K +4,100 New
ECU
1014
Eisler Capital (UK)
United Kingdom
$318K +$320K +4,090 New
CCA
1015
Childress Capital Advisors
Texas
$314K +$4.69K +60 +2%
OL
1016
Optas LLC
Texas
$312K -$25.4K -325 -7%
EPA
1017
Element Pointe Advisors
Florida
$311K +$313K +4,000 New
CA
1018
Cullinan Associates
Kentucky
$310K +$77.8K +995 +33%
ANBT
1019
American National Bank & Trust
Texas
$310K +$299K +3,830 +2,394%
TPA
1020
Trivium Point Advisory
Connecticut
$308K -$17.2K -220 -5%
PFS
1021
Prospera Financial Services
Texas
$308K +$21.9K +280 +8%
ZIG
1022
Zullo Investment Group
Pennsylvania
$303K +$11.7K +150 +4%
KWM
1023
Kolinsky Wealth Management
New Jersey
$301K +$302K +3,870 New
VAG
1024
VisionPoint Advisory Group
Texas
$301K -$10.2K -130 -4%
TC
1025
Telemus Capital
Michigan
$296K +$315K +4,035 New
39 40
41
42 43