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Name Holding Trade Value Shares
Change 		Change in
Stake
JGIA
1751
Jackson Grant Investment Advisers
Connecticut
$34K +$192 +2 +0.6%
RWM
1752
Raffa Wealth Management
District of Columbia
$33.5K – – –
CWM
1753
Catamount Wealth Management
Connecticut
$31K -$6.51K -68 -17%
TWMH
1754
Tiedemann Wealth Management Holdings
New York
$30K +$31.1K +325 New
DOA
1755
D'Orazio & Associates
Virginia
$29K – – –
TCM
1756
Tanaka Capital Management
New York
$26K – – –
IUHSA
1757
Itau Unibanco Holding S.A.
Brazil
$25K +$25.4K +265 New
HS
1758
Horan Securities
United States
$24K +$24.9K +260 New
DPA
1759
Delphi Private Advisors
California
$22K -$44.6K -466 -66%
RBC
1760
Roble Belko & Company
Pennsylvania
$22K +$2.11K +22 +10%
CIM
1761
Contravisory Investment Management
Massachusetts
$19K – – –
LOCC
1762
Lombard Odier & Cie (Canada)
Quebec, Canada
$19K – – –
BCMIO
1763
Beacon Capital Management Inc (Ohio)
Ohio
$15K -$4.79K -50 -24%
LWA
1764
Lenox Wealth Advisors
New York
$15K – – –
PCM
1765
Penserra Capital Management
California
$14K +$5.94K +62 +66%
HIIFS
1766
Harel Insurance Investments & Financial Services
Israel
$13K -$275K -2,876 -95%
HCM
1767
Herndon Capital Management
Georgia
$13K – – –
CCMW
1768
Cypress Capital Management (Wyoming)
Wyoming
$11.6K – – –
SA
1769
SRH Advisors
Kansas
$11K – – –
BWP
1770
BSW Wealth Partners
Colorado
$10.2K -$879K -9,181 -91%
HRC
1771
Hoertkorn Richard Charles
$9K – – –
JIR
1772
James Investment Research
Ohio
$9K – – –
JAM
1773
JCIC Asset Management
Ontario, Canada
$9K – – –
MUS
1774
Mitsubishi UFJ Securities
Japan
$9K – – –
SFPM
1775
Sensible Financial Planning & Management
Massachusetts
$9K – – –
69 70
71
72 73