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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
951
Telemus Capital
Michigan
$318K +$11K +296 +4%
GI
952
GAMCO Investors
Connecticut
$317K -$25.5K -685 -9%
KCM
953
Kennicott Capital Management
California
$317K +$546K +14,698 +200%
AAIS
954
ABN AMRO Investment Solutions
$316K -$259K -6,958 -49%
SQA
955
Simon Quick Advisors
New Jersey
$315K +$272K +7,307 New
HA
956
Harbor Advisors
Florida
$315K – – –
CCA
957
Cora Capital Advisors
New Jersey
$314K -$3.2K -86 -1%
EWA
958
EverSource Wealth Advisors
Alabama
$314K -$19.4K -521 -7%
WAP
959
Wealthcare Advisory Partners
Pennsylvania
$313K +$6.21K +167 +2%
PVI
960
Pine Valley Investments
New Jersey
$311K -$17.2K -463 -6%
DWP
961
Daymark Wealth Partners
Ohio
$306K +$264K +7,089 New
CFG
962
Citizens Financial Group
Rhode Island
$306K -$338K -9,087 -56%
YMRC
963
Yorktown Management & Research Company
Virginia
$306K – – –
PWPS
964
Pinnacle Wealth Planning Services
Ohio
$305K -$11.4K -306 -4%
FB
965
Fulton Bank
Pennsylvania
$303K -$43.5K -1,170 -14%
ACM
966
Absolute Capital Management
Pennsylvania
$302K +$260K +7,000 New
MG
967
Markel Group
Virginia
$302K +$260K +7,000 New
TA
968
Tactive Advisors
Florida
$302K +$260K +7,000 New
AA
969
ALPS Advisors
Colorado
$302K -$89.7K -2,412 -26%
WWM
970
Western Wealth Management
Colorado
$302K +$260K +6,990 New
BPC
971
Banque Pictet & Cie
Switzerland
$299K – – –
PNAA
972
Pictet North America Advisors
Switzerland
$299K – – –
BTWM
973
Baker Tilly Wealth Management
Wisconsin
$297K -$4.72K -127 -2%
AWM
974
Avaii Wealth Management
Wisconsin
$295K -$164K -4,413 -39%
JAM
975
Jupiter Asset Management
United Kingdom
$295K +$254K +6,829 New
37 38
39
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