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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
901
WBH Advisory
Maryland
$1.79M +$95.2K +1,214 +6%
FAT
902
First American Trust
California
$1.79M -$8.57M -109,259 -84%
OAM
903
Oak Asset Management
California
$1.79M -$35.7K -455 -2%
SC
904
Sepio Capital
Utah
$1.78M +$1.58M +20,179 New
GRP
905
Global Retirement Partners
California
$1.78M +$180K +2,289 +13%
HI
906
Human Investing
Oregon
$1.78M -$901K -11,492 -36%
MWM
907
Mission Wealth Management
California
$1.78M -$44.5K -567 -3%
CPSC
908
Carl P. Sherr & Co
Massachusetts
$1.78M +$796K +10,147 +102%
AAM
909
Azzad Asset Management
Virginia
$1.78M -$16.1K -205 -1%
CHC
910
City Holding Co
West Virginia
$1.77M +$117K +1,495 +8%
GMF
911
Grace & Mercy Foundation
New York
$1.77M – – –
ST
912
Smithfield Trust
Pennsylvania
$1.76M -$30.7K -392 -2%
BSI
913
Bennett Selby Investments
Maine
$1.76M +$392K +5,004 +34%
KCM
914
Kerusso Capital Management
North Carolina
$1.76M +$1.56M +19,881 New
LSA
915
Leonteq Securities AG
Switzerland
$1.75M -$13.4M -170,515 -90%
FGC
916
Financial Gravity Companies
Texas
$1.75M +$1.55M +19,783 New
SWP
917
Stratos Wealth Partners
Ohio
$1.74M -$19.8K -253 -1%
KPPF
918
Klein Pavlis & Peasley Financial
California
$1.74M +$1.55M +19,711 New
NRS
919
Neville Rodie & Shaw
New York
$1.74M -$458K -5,843 -23%
CG
920
Caprock Group
Idaho
$1.73M -$201K -2,569 -12%
FHA
921
First Horizon Advisors
Tennessee
$1.72M -$48.3K -616 -3%
EWM
922
Empirical Wealth Management
Washington
$1.71M -$32.9K -419 -2%
SW
923
Simplicity Wealth
New Jersey
$1.7M -$1.36M -17,383 -47%
KCM
924
Kornitzer Capital Management
Kansas
$1.7M – – –
EWM
925
Executive Wealth Management
Michigan
$1.7M +$1.51M +19,194 New
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37
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