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Name Holding Trade Value Shares
Change 		Change in
Stake
HIIFS
1526
Harel Insurance Investments & Financial Services
Israel
$55K -$983K -14,610 -95%
AWM
1527
Aevitas Wealth Management
Massachusetts
$55K – – –
WCM
1528
WealthBridge Capital Management
Ohio
$55K – – –
CIM
1529
Contravisory Investment Management
Massachusetts
$54K +$3.7K +55 +7%
LIM
1530
Lagoda Investment Management
New York
$53K – – –
TA
1531
TCG Advisors
Texas
$53K +$53.8K +800 New
MCM
1532
MV Capital Management
Maryland
$52K +$6.66K +99 +15%
VC
1533
Vestor Capital
Illinois
$52K +$52.1K +774 New
FC
1534
Ferris Capital
Massachusetts
$51K -$3.9K -58 -7%
PO
1535
Private Ocean
California
$49K – – –
TCM
1536
Tradewinds Capital Management
Washington
$49K – – –
GT
1537
Glenmede Trust
Pennsylvania
$48.2K +$34.5M +512,417 +244%
SIS
1538
Sound Income Strategies
Florida
$48K -$24.8K -368 -34%
QCIG
1539
Quad-Cities Investment Group
Iowa
$48K -$13.5K -200 -22%
WPW
1540
Winthrop Partners - WNY
New York
$47.2K +$6.53K +97 +16%
LPWM
1541
Lake Point Wealth Management
Texas
$47K -$13.3K -198 -20%
TFS
1542
TrustCore Financial Services
Tennessee
$47K -$6.46K -96 -12%
NWM
1543
Northwest Wealth Management
Iowa
$47K +$6.73K +100 +16%
IBOK
1544
Independence Bank of Kentucky
Kentucky
$45K -$13.5K -200 -23%
CT
1545
Clearstead Trust
Maine
$44K – – –
ACS
1546
Archford Capital Strategies
Illinois
$43K – – –
PWMG
1547
Prestige Wealth Management Group
New Jersey
$42K -$60.7K -902 -59%
GWS
1548
Glassman Wealth Services
Virginia
$42K +$37.7K +561 +779%
TC
1549
Truvestments Capital
Florida
$42K +$42K +625 New
HIM
1550
Hillsdale Investment Management
Ontario, Canada
$41K +$41.7K +620 New
60 61
62
63 64