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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1951
WealthTrust Axiom
Pennsylvania
$224K – – –
FSA
1952
Franklin Street Advisors
North Carolina
$223K +$1.72K +10 +0.7%
WCM
1953
Weaver Capital Management
Georgia
$222K -$1.42M -8,283 -85%
QPWM
1954
Quadrant Private Wealth Management
Pennsylvania
$222K +$248K +1,448 New
TCM
1955
Traynor Capital Management
Pennsylvania
$222K -$29K -169 -10%
PVI
1956
Pine Valley Investments
New Jersey
$220K -$858 -5 -0.3%
T
1957
Tidemark
California
$219K – – –
CM
1958
Capula Management
Cayman Islands
$218K -$530K -3,090 -68%
SA
1959
Sacks & Associates
New Jersey
$218K +$244K +1,425 New
MCM
1960
MV Capital Management
Maryland
$218K -$858 -5 -0.4%
TPBG
1961
Turning Point Benefit Group
Maryland
$217K +$60.4K +352 +33%
MWM
1962
MBE Wealth Management
Wisconsin
$217K +$24.9K +145 +11%
TC
1963
TFR Capital
Texas
$217K +$2.57K +15 +1%
CFS
1964
Commonwealth Financial Services
West Virginia
$216K +$28.8K +168 +13%
KRW
1965
Kaufman Rossin Wealth
Florida
$215K +$172 +1 +0.1%
CRI
1966
Colonial River Investments
Virginia
$215K -$8.06K -47 -3%
FCG
1967
Fielder Capital Group
Tennessee
$215K +$240K +1,400 New
EW
1968
Elyxium Wealth
California
$214K -$6.86K -40 -3%
BCM
1969
Bourgeon Capital Management
Connecticut
$214K -$148K -860 -38%
BWM
1970
Blossom Wealth Management
California
$214K – – –
CAM
1971
Claret Asset Management
Quebec, Canada
$214K -$18.7K -109 -7%
RBC
1972
Roble Belko & Company
Pennsylvania
$214K -$2.57K -15 -1%
HCA
1973
Heck Capital Advisors
Wisconsin
$214K -$858 -5 -0.4%
YWM
1974
Yoder Wealth Management
California
$214K +$6K +35 +3%
BPC
1975
Bearing Point Capital
Minnesota
$211K -$59.2K -345 -20%
77 78
79
80 81