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Name Holding Trade Value Shares
Change 		Change in
Stake
SPL
1001
Smart Portfolios LLC
Washington
$847K -$42.9K -174 -5%
RAM
1002
Readystate Asset Management
Illinois
$843K +$106K +432 +16%
FCA
1003
Fortis Capital Advisors
Kansas
$840K -$1.73M -7,025 -69%
SAM
1004
Seelaus Asset Management
New Jersey
$840K – – –
VAG
1005
VisionPoint Advisory Group
Texas
$839K +$24.9K +101 +3%
HP
1006
Haven Private
Florida
$839K -$27.9K -113 -3%
FFA
1007
Florida Financial Advisors
Florida
$838K +$370K +1,503 +92%
PCP
1008
Perbak Capital Partners
United Kingdom
$831K -$1.66M -6,735 -68%
OCM
1009
Orion Capital Management
California
$827K – – –
NWAG
1010
Net Worth Advisory Group
Utah
$821K -$271K -1,100 -26%
CC
1011
Callan Capital
California
$819K +$67.5K +274 +10%
MFP
1012
Meridian Financial Partners
Virginia
$817K -$667K -2,706 -47%
BWP
1013
BSW Wealth Partners
Colorado
$813K -$27.4K -111 -4%
MFG
1014
MidWestOne Financial Group
Iowa
$809K -$418K -1,697 -36%
FCH
1015
Freestone Capital Holdings
Washington
$807K -$1.79M -7,271 -71%
HFW
1016
Horizon Family Wealth
Illinois
$803K +$77.9K +316 +12%
ZIC
1017
ZWJ Investment Counsel
Georgia
$801K -$5.18K -21 -0.7%
IFO
1018
Independent Family Office
New York
$800K – – –
MUAMU
1019
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$800K +$123K +500 +20%
APW
1020
Aventura Private Wealth
Florida
$792K +$5.18K +21 +0.7%
PWMG
1021
Prestige Wealth Management Group
New Jersey
$790K -$35.2K -143 -5%
CAMG
1022
CWA Asset Management Group
Florida
$787K +$259K +1,049 +55%
FAFN
1023
First Affirmative Financial Network
Colorado
$781K -$358K -1,451 -33%
NB
1024
NBT Bank
New York
$773K – – –
LAM
1025
LECAP Asset Management
United Kingdom
$770K +$712K +2,887 New
39 40
41
42 43