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Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
3176
Hillsdale Investment Management
Ontario, Canada
$729K -$155K -900 -17%
GSIS
3177
Global Strategic Investment Solutions
Arizona
$729K – – –
DWM
3178
Dorchester Wealth Management
Quebec, Canada
$726K -$355K -2,060 -32%
FWP
3179
Falcon Wealth Planning
California
$726K +$86.2K +500 +13%
IPW
3180
Inlet Private Wealth
Florida
$723K – – –
HA
3181
Harborview Advisors
Maine
$723K +$17.2K +100 +2%
FFG
3182
Fortem Financial Group
California
$723K +$37.9K +220 +5%
BIA
3183
Bell Investment Advisors
California
$723K +$759K +4,400 New
CC
3184
Centiva Capital
New York
$719K -$666K -3,860 -47%
FVCM
3185
F&V Capital Management
Florida
$719K -$51.7K -300 -6%
FAN
3186
Financial Advisors Network
California
$719K +$248K +1,440 +55%
HFS
3187
Horizon Financial Services
North Carolina
$716K – – –
GB
3188
Goepper Burkhardt
South Carolina
$715K +$41.4K +240 +6%
KNW
3189
Kesler Norman & Wride
Utah
$710K +$3.45K +20 +0.5%
GA
3190
Gateway Advisory
New Jersey
$710K +$128K +740 +21%
CRCM
3191
Corbett Road Capital Management
Virginia
$703K -$27.6K -160 -4%
DFA
3192
DHJJ Financial Advisors
Illinois
$703K +$13.8K +80 +2%
CC
3193
Capital Counsel
New York
$700K -$362K -2,100 -33%
MAM
3194
MMA Asset Management
Pennsylvania
$700K +$34.5K +200 +5%
MWM
3195
MinichMacGregor Wealth Management
New York
$699K – – –
KCM
3196
Kathmere Capital Management
Pennsylvania
$697K +$245K +1,420 +50%
ARIS
3197
Advanced Research Investment Solutions
California
$696K +$704K +4,080 +2,550%
CFIA
3198
Cantor Fitzgerald Investment Advisors
New York
$696K +$24.1K +140 +3%
TIM
3199
Tortoise Investment Management
New York
$696K +$65.5K +380 +10%
CWM
3200
CCG Wealth Management
California
$696K +$124K +720 +20%
126 127
128
129 130