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Name Holding Trade Value Shares
Change 		Change in
Stake
V
1001
Veritable
Delaware
$355K +$364K +1,935 New
WVP
1002
Worth Venture Partners
New Jersey
$351K -$181K -960 -33%
TDC
1003
Thompson Davis & Co
Virginia
$349K -$39.5K -210 -10%
SNT
1004
Security National Trust
West Virginia
$349K +$169K +900 +90%
MSAM
1005
Moloney Securities Asset Management
Missouri
$348K +$7.53K +40 +2%
IA
1006
IFG Advisory
Georgia
$348K +$357K +1,897 New
CAIMH
1007
Central Asset Investments & Management Holdings
Hong Kong
$348K +$358K +1,900 New
UWM
1008
USAdvisors Wealth Management
Minnesota
$347K -$117K -624 -25%
WAM
1009
Weatherly Asset Management
California
$347K – – –
NEPWA
1010
New England Private Wealth Advisors
Massachusetts
$347K +$356K +1,891 New
CCM
1011
Coldstream Capital Management
Washington
$346K +$1.32K +7 +0.4%
SAM
1012
Silphium Asset Management
United Kingdom
$344K +$353K +1,875 New
FWM
1013
Frontier Wealth Management
Missouri
$342K +$4.14K +22 +1%
STA
1014
Summit Trail Advisors
New York
$340K -$12.8K -68 -2%
BJL
1015
Brighton Jones LLC
Washington
$340K +$4.52K +24 +1%
GW
1016
GW & Wade
Massachusetts
$339K – – –
NB
1017
Nicolet Bankshares
Wisconsin
$338K +$7.72K +41 +2%
UAS
1018
United Asset Strategies
New York
$335K -$37.7K -200 -10%
EHC
1019
Everett Harris & Co
California
$335K +$343K +1,823 New
SI
1020
Sentry Investments
Ontario, Canada
$334K -$8.04M -42,699 -96%
KF
1021
Krilogy Financial
Missouri
$334K -$11.5K -61 -3%
AAM
1022
Azzad Asset Management
Virginia
$332K +$3.01K +16 +0.9%
MCP
1023
Mirador Capital Partners
California
$329K +$99.8K +530 +40%
PFS
1024
Prospera Financial Services
Texas
$328K +$344K +1,829 New
SWA
1025
SFMG Wealth Advisors
Texas
$325K +$18.8K +100 +6%
39 40
41
42 43