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Name Holding Trade Value Shares
Change
Change in
Stake
HIA
826
HFM Investment Advisors
New Jersey
$893 +$679 +4 +400%
TIM
827
Tortoise Investment Management
New York
$893 +$849 +5 New
TIM
828
Total Investment Management
Arizona
$893 +$849 +5 New
DF
829
Dunhill Financial
United Kingdom
$885 -$2.21K -13 -76%
ACA
830
American Capital Advisory
Idaho
$715 +$679 +4 New
SC
831
Stephens Consulting
Michigan
$715 +$679 +4 New
BFS
832
Bare Financial Services
Pennsylvania
$714 – – –
BWL
833
Bogart Wealth LLC
Virginia
$714 – – –
SN
834
Sittner & Nelson
Oregon
$714 – – –
SRCM
835
Signature Resources Capital Management
California
$714 +$679 +4 New
NL
836
NVWM LLC
Pennsylvania
$536 – – –
RPA
837
Redwood Park Advisors
California
$536 – – –
AT
838
Arlington Trust
Alabama
$536 +$510 +3 New
SWA
839
SOA Wealth Advisors
New York
$374 – – –
DF
840
DecisionPoint Financial
Arizona
$363 +$340 +2 New
WCM
841
WealthTrak Capital Management
Virginia
$358 -$340 -2 -50%
PWA
842
Principia Wealth Advisory
Texas
$357 -$170 -1 -33%
WA
843
WestEnd Advisors
North Carolina
$357 – – –
CIA
844
Cape Investment Advisory
Georgia
$357 +$340 +2 New
IAS
845
IMA Advisory Services
Colorado
$357 +$340 +2 New
RS
846
Rakuten Securities
Japan
$179 -$1.36K -8 -89%
BA
847
Bellwether Advisors
Nebraska
$179 – – –
CCM
848
Copeland Capital Management
Pennsylvania
$150 – – –
CAM
849
Contour Asset Management
New York
– -$64.5M -402,505 Closed
CVA
850
Ceredex Value Advisors
Florida
– -$38.3M -239,162 Closed