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Enphase Energy
ENPH

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
601
Patriot Financial Group Insurance Agency
Massachusetts
$4K -$1.79K -10 -30%
ADIM
602
Alpha DNA Investment Management
Maryland
$4K – – –
WAP
603
Wealthcare Advisory Partners
Pennsylvania
$4K +$3.95K +22 New
VFA
604
Valeo Financial Advisors
Indiana
$4K +$4.49K +25 New
ZB
605
Zions Bancorporation
Utah
$4K +$4.67K +26 New
BFG
606
Baron Financial Group
New Jersey
$3.24K – – –
FWM
607
Focused Wealth Management
New York
$3K +$2.87K +16 New
WCM
608
Wealthcare Capital Management
Virginia
$3K +$2.87K +16 New
RWM
609
Raffa Wealth Management
District of Columbia
$2.92K +$539 +3 +20%
SIC
610
Salem Investment Counselors
North Carolina
$2K -$32.3K -180 -92%
GI
611
Gradient Investments
Minnesota
$2K – – –
SFSIG
612
San Francisco Sentry Investment Group
California
$2K +$1.79K +10 New
VNA
613
Valley National Advisers
Pennsylvania
$2K +$2.33K +13 New
EW
614
Evoke Wealth
California
$2K +$2.51K +14 New
GWS
615
Glassman Wealth Services
Virginia
$2K +$2.51K +14 New
LWANC
616
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K +$2.69K +15 New
DWA
617
Dorsey Wright & Associates
California
$1.57K +$1.74M +9,666 New
GFPC
618
Global Financial Private Client
Florida
$1.46K +$1.62K +9 New
EFSCE
619
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
KTC
620
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
PWMG
621
Prestige Wealth Management Group
New Jersey
$1K – – –
PO
622
Private Ocean
California
$1K – – –
MPWT
623
MassMutual Private Wealth & Trust
Connecticut
$1K +$898 +5 New
TFO
624
Tarbox Family Office
California
$1K +$898 +5 New
BMD
625
Better Money Decisions
New Mexico
$1K +$1.08K +6 New
23 24
25
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