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Name Holding Trade Value Shares
Change
Change in
Stake
VBCG
1951
Valley Brook Capital Group
Pennsylvania
– -$402K -2,468 Closed
FAM
1952
Fairtree Asset Management
South Africa
– -$365K -2,238 Closed
MIM
1953
Morningstar Investment Management
Illinois
– -$348K -2,133 Closed
CD
1954
Chapin Davis
Maryland
– -$377K -1,930 Closed
WSA
1955
Warm Springs Advisors
California
– -$311K -1,909 Closed
JWM
1956
Jupiter Wealth Management
Colorado
– -$310K -1,905 Closed
VHAM
1957
Van Hulzen Asset Management
California
– -$310K -1,905 Closed
CF
1958
Convergence Financial
Missouri
– -$307K -1,884 Closed
ACS
1959
Archford Capital Strategies
Illinois
– -$296K -1,817 Closed
FMI
1960
F/M Investments
District of Columbia
– -$287K -1,763 Closed
WPW
1961
Watershed Private Wealth
Illinois
– -$284K -1,744 Closed
BAM
1962
Blueshift Asset Management
New Jersey
– -$280K -1,718 Closed
BFA
1963
Beaumont Financial Advisors
Massachusetts
– -$273K -1,676 Closed
WWM
1964
Whalen Wealth Management
Nevada
– -$271K -1,661 Closed
GC
1965
GFG Capital
Florida
– -$257K -1,576 Closed
FFA
1966
Fairfield Financial Advisors
Massachusetts
– -$246K -1,512 Closed
SIA
1967
Sovereign Investment Advisors
Arizona
– -$246K -1,507 Closed
BCA
1968
Bay Colony Advisors
Massachusetts
– -$237K -1,454 Closed
SCTC
1969
Sanibel Captiva Trust Company
Florida
– -$232K -1,424 Closed
MW
1970
Marcum Wealth
Ohio
– -$226K -1,386 Closed
PTC
1971
Petrus Trust Company
Texas
– -$219K -1,343 Closed
TCM
1972
Traynor Capital Management
Pennsylvania
– -$212K -1,300 Closed
RCM
1973
RB Capital Management
Nevada
– -$210K -1,290 Closed
KFS
1974
Kaizen Financial Strategies
California
– -$209K -1,283 Closed
LFA
1975
Legacy Financial Advisors
Kentucky
– -$209K -1,282 Closed