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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
3601
Heartwood Wealth Advisors
Virginia
$689K
DACG
3602
Donor Advised Charitable Giving
California
$687K
HFAS
3603
Hummer Financial Advisory Services
Illinois
$687K
SLA
3604
Silver Lake Advisory
Utah
$686K +$110K +847 +22%
DA
3605
DCF Advisers
Connecticut
$685K -$130K -1,000 -17%
MMM
3606
Mendel Money Management
Illinois
$685K -$1.3K -10 -0.2%
ACM
3607
Alethea Capital Management
Washington
$685K
MHP
3608
Manatuck Hill Partners
Connecticut
$685K +$648K +5,000 New
BMCM
3609
Burns Matteson Capital Management
New York
$683K +$73.9K +570 +13%
BSG
3610
Black Swift Group
Colorado
$678K -$1.66M -12,800 -72%
PCM
3611
Perkins Capital Management
Minnesota
$678K
MUMSS
3612
Mitsubishi UFJ Morgan Stanley Securities
Japan
$678K +$641K +4,950 New
CSIA
3613
Charles Schwab Investment Advisory
California
$676K -$31.9K -246 -5%
WH
3614
Whitcomb & Hess
Ohio
$670K +$634K +4,895 New
SFP
3615
Strategic Financial Partners
Oregon
$669K
DTIM
3616
Danda Trouve Investment Management
Kansas
$667K +$35.5K +274 +6%
CPWM
3617
Cypress Point Wealth Management
Texas
$666K +$104K +800 +20%
CWM
3618
CCG Wealth Management
California
$665K +$120K +926 +24%
IPW
3619
IronBridge Private Wealth
Texas
$660K +$130 +1 +0%
WHRC
3620
W.H. Reaves & Co
New Jersey
$657K
RL
3621
Ruffer LLP
United Kingdom
$654K
PI
3622
Pachira Investments
California
$647K -$15.2K -117 -2%
AR
3623
Advisory Research
Illinois
$642K -$63.5K -490 -9%
QT
3624
Quantamental Technologies
New York
$638K -$244K -1,883 -29%
KFP
3625
KB Financial Partners
New Jersey
$636K -$623K -4,810 -51%