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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1001
WNY Asset Management
New York
$313K -$513K -4,453 -65%
CPIG
1002
Chicago Partners Investment Group
Illinois
$313K -$10.5K -91 -3%
CHC
1003
City Holding Co
West Virginia
$311K – – –
KIA
1004
Knollwood Investment Advisory
Maryland
$311K +$271K +2,350 New
PFS
1005
Prospect Financial Services
New York
$311K -$938K -8,133 -78%
WG
1006
Welch Group
Alabama
$311K -$115K -995 -30%
SC
1007
Syon Capital
California
$310K +$271K +2,347 New
VHAM
1008
Van Hulzen Asset Management
California
$308K +$155K +1,342 +136%
GWS
1009
Greykasell Wealth Strategies
California
$308K +$268K +2,326 New
SIC
1010
Salem Investment Counselors
North Carolina
$307K -$13.3K -115 -5%
AIS
1011
AM Investment Strategies
Tennessee
$307K +$268K +2,320 New
GKWIM
1012
Gerber Kawasaki Wealth & Investment Management
California
$306K +$267K +2,315 New
WAG
1013
Winthrop Advisory Group
Massachusetts
$306K -$127K -1,100 -32%
CFO
1014
Callan Family Office
Pennsylvania
$304K +$265K +2,301 New
KCMH
1015
Keywise Capital Management (HK)
Hong Kong
$304K +$265K +2,300 New
AF
1016
Advisornet Financial
Minnesota
$303K -$73.5K -637 -22%
B
1017
Bellecapital
Switzerland
$302K +$263K +2,285 New
SOS
1018
Silver Oak Securities
Tennessee
$300K -$102K -882 -28%
FFS
1019
Founders Financial Securities
Maryland
$299K +$292K +2,529 New
KWA
1020
Kingswood Wealth Advisors
California
$299K -$59.2K -513 -19%
PWP
1021
Perfromance Wealth Partners
Illinois
$298K +$260K +2,251 New
CIM
1022
Confluence Investment Management
Missouri
$296K -$21.7K -188 -8%
SIM
1023
Sentry Investment Management
Wisconsin
$294K -$246K -2,130 -43%
SAM
1024
Sycomore Asset Management
France
$294K – – –
AP
1025
Advisors Preferred
Maryland
$293K +$191K +1,659 +302%
39 40
41
42 43