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Name Holding Trade Value Shares
Change 		Change in
Stake
HPBT
1526
High Point Bank & Trust
North Carolina
$42K – – –
TFO
1527
Tarbox Family Office
California
$40K +$2.08K +22 +5%
RCG
1528
Ruggie Capital Group
Florida
$38K – – –
AIS
1529
Accurate Investment Solutions
Pennsylvania
$37K +$189 +2 +0.5%
TJHA
1530
Thomas J. Herzfeld Advisors
Florida
$35K +$7.17K +76 +24%
IUHSA
1531
Itau Unibanco Holding S.A.
Brazil
$32K +$34K +360 New
TWMP
1532
Taylor Wealth Management Partners
Massachusetts
$31K – – –
BWA
1533
Burt Wealth Advisors
Maryland
$29K – – –
JSAM
1534
J. Safra Asset Management
New York
$29K – – –
NC
1535
NewSquare Capital
Pennsylvania
$28K +$9.53K +101 +46%
AA
1536
Apriem Advisors
California
$23K -$9.44K -100 -28%
KLI
1537
Kelman-Lazarov Inc
Tennessee
$22.8K +$24.9K +264 New
CJA
1538
C-J Advisory
California
$22K +$23.6K +250 New
GI
1539
Gradient Investments
Minnesota
$20K -$10.9K -116 -34%
LYV
1540
Live Your Vision
Pennsylvania
$19K +$19.8K +210 New
HDIM
1541
Hanson & Doremus Investment Management
Vermont
$18K – – –
RWM
1542
Raffa Wealth Management
District of Columbia
$17.1K – – –
HW
1543
Hedeker Wealth
Illinois
$15.3K -$2M -21,213 -94%
CPP
1544
Crow Point Partners
Massachusetts
$15K +$16K +169 New
DPA
1545
Delphi Private Advisors
California
$14K -$30K -318 -67%
PFO
1546
Pathstone Family Office
New Jersey
$14K -$4.53K -48 -23%
LWA
1547
Lowe Wealth Advisors
Maryland
$14K +$94 +1 +0.6%
PCM
1548
Penserra Capital Management
California
$14K +$6.04K +64 +67%
JIM
1549
Jupiter Investment Management
United Kingdom
$13K -$28.8M -305,412 -100%
WIC
1550
Woodmont Investment Counsel
Tennessee
$12K +$12.3K +130 New
60 61
62
63 64