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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1951
Cutler Group
California
$256K -$298K -2,841 -55%
CA
1952
Continuum Advisory
Idaho
$256K +$4.51K +43 +2%
LOAME
1953
Lombard Odier Asset Management (Europe)
United Kingdom
$255K -$1.23M -11,687 -83%
TPCM
1954
Three Peaks Capital Management
Colorado
$255K -$20.1K -191 -8%
FSA
1955
Financial Sense Advisors
California
$255K -$210 -2 -0.1%
PFBT
1956
Parkside Financial Bank & Trust
Missouri
$255K +$43.4K +413 +21%
CCA
1957
Childress Capital Advisors
Texas
$255K +$118K +1,121 +92%
ACM
1958
AUA Capital Management
Pennsylvania
$254K – – –
PHAM
1959
Palisades Hudson Asset Management
Florida
$254K – – –
NWS
1960
Newport Wealth Strategies
California
$254K +$244K +2,324 New
RPCA
1961
Running Point Capital Advisors
California
$253K +$36.9K +351 +18%
HR
1962
Hayden Royal
North Carolina
$253K +$243K +2,319 New
SAM
1963
Synergy Asset Management
Washington
$252K -$74.3K -708 -23%
ESBC
1964
E.S. Barr & Co
Kentucky
$252K -$54.3K -517 -18%
CCM
1965
Condor Capital Management
New Jersey
$252K +$525 +5 +0.2%
SFM
1966
Signet Financial Management
New Jersey
$251K +$11.9K +113 +5%
CC
1967
Copperleaf Capital
North Carolina
$250K – – –
MIM
1968
Moseley Investment Management
Florida
$250K +$12.1K +115 +5%
CIM
1969
Contravisory Investment Management
Massachusetts
$250K +$240K +2,285 New
TW
1970
TrinityPoint Wealth
Connecticut
$248K -$163K -1,550 -41%
COI
1971
Connable Office Inc
Michigan
$248K +$239K +2,274 New
SVCP
1972
Silicon Valley Capital Partners
California
$246K +$945 +9 +0.4%
FMN
1973
Financial Management Network
California
$246K +$3.15K +30 +1%
AP
1974
Americana Partners
Texas
$245K +$15.4K +147 +7%
UBV
1975
United Bank (Virginia)
Virginia
$245K +$236K +2,245 New
77 78
79
80 81