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Name Holding Trade Value Shares
Change 		Change in
Stake
LMKC
1001
L.M. Kohn & Company
Ohio
$365K +$362K +7,930 New
PPC
1002
Park Place Capital
Alabama
$364K +$64.3K +1,408 +22%
OAM
1003
Ostrum Asset Management
France
$364K -$37.5K -820 -9%
DFCM
1004
Dark Forest Capital Management
Puerto Rico
$361K +$137K +3,009 +62%
PW
1005
Peninsula Wealth
California
$358K +$1.14K +25 +0.3%
WCA
1006
Westover Capital Advisors
Delaware
$357K – – –
SFG
1007
Synergy Financial Group
California
$354K +$8.95K +196 +3%
SCM
1008
Sterneck Capital Management
Missouri
$353K +$48.8K +1,068 +16%
NWA
1009
Navis Wealth Advisors
New York
$349K +$347K +7,589 New
DWP
1010
Daymark Wealth Partners
Ohio
$348K +$22.1K +484 +7%
KP
1011
Keel Point
Alabama
$347K +$65.6K +1,437 +24%
TWM
1012
Trevian Wealth Management
Massachusetts
$346K -$91.4K -2,000 -21%
AF
1013
Advisornet Financial
Minnesota
$343K +$207K +4,531 +154%
HIA
1014
Harbor Investment Advisory
Maryland
$342K +$96.6K +2,114 +40%
AAIS
1015
ABN AMRO Investment Solutions
$337K – – –
SFA
1016
Souders Financial Advisors
Ohio
$336K +$334K +7,315 New
HA
1017
Harbor Advisors
Florida
$336K – – –
WF
1018
Welch & Forbes
Massachusetts
$335K +$333K +7,288 New
BHCM
1019
Brevan Howard Capital Management
Jersey
$334K +$332K +7,265 New
TA
1020
TFB Advisors
Kansas
$332K +$28.6K +627 +10%
JA
1021
JVL Associates
Michigan
$332K -$150K -3,285 -31%
VC
1022
Vicus Capital
Pennsylvania
$331K +$329K +7,193 New
VCM
1023
Virtue Capital Management
Tennessee
$330K – – –
HFW
1024
Horizon Family Wealth
Illinois
$328K +$19.7K +432 +6%
PVI
1025
Pine Valley Investments
New Jersey
$327K -$4.48K -98 -1%
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