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Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
1201
International Assets Investment Management
Florida
$595K -$102K -1,444 -15%
LFM
1202
LGT Fund Management
Liechtenstein
$594K +$24.9K +353 +5%
CCA
1203
Checchi Capital Advisers
California
$588K +$85.3K +1,212 +18%
CAMG
1204
CWA Asset Management Group
Florida
$586K +$549K +7,803 New
CGL
1205
Clarius Group LLC
Washington
$585K +$565K +8,029 New
IWA
1206
Icon Wealth Advisors
Texas
$585K +$141 +2 +0%
RL
1207
Rogco LP
Oklahoma
$583K – – –
HNB
1208
Huntington National Bank
Ohio
$582K +$93.4K +1,326 +21%
FCI
1209
Financial Counselors Inc
Kansas
$581K +$544K +7,726 New
AWA
1210
Arete Wealth Advisors
Illinois
$573K -$149K -2,120 -22%
PA
1211
PSI Advisors
Florida
$573K +$78K +1,108 +17%
HFW
1212
Horizon Family Wealth
Illinois
$573K +$9.71K +138 +2%
SFG
1213
Synergy Financial Group
California
$573K -$8.87K -126 -2%
KIA
1214
Knollwood Investment Advisory
Maryland
$571K – – –
EA
1215
Everpar Advisors
Oklahoma
$568K +$24K +341 +5%
EWA
1216
Evolution Wealth Advisors
Florida
$566K -$155K -2,200 -23%
TA
1217
TFB Advisors
Kansas
$561K -$158K -2,244 -23%
VHAM
1218
Van Hulzen Asset Management
California
$559K -$12K -171 -2%
AC
1219
AXQ Capital
New Jersey
$556K +$520K +7,391 New
JE
1220
JMAC Enterprises
Pennsylvania
$552K +$10.6K +150 +2%
HA
1221
Harbor Advisors
Florida
$549K – – –
EWM
1222
Elmwood Wealth Management
California
$549K +$514K +7,298 New
DWP
1223
Daymark Wealth Partners
Ohio
$548K +$66.2K +940 +15%
AFP
1224
Ausdal Financial Partners
Iowa
$547K -$13.8K -196 -3%
WIM
1225
WealthPlan Investment Management
Nebraska
$545K +$5.35K +76 +1%
47 48
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