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Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
1701
Pathstone Family Office
New Jersey
$21K -$2.32K -53 -10%
PFG
1702
Piershale Financial Group
Illinois
$21K +$4.38K +100 +25%
FPTW
1703
Franklin, Parlapiano, Turner & Welch
Texas
$18K – – –
PO
1704
Private Ocean
California
$17K – – –
RBC
1705
Roble Belko & Company
Pennsylvania
$17K +$17.5K +400 New
HIIFS
1706
Harel Insurance Investments & Financial Services
Israel
$16K -$92.4K -2,108 -85%
DIA
1707
Davidson Investment Advisors
Montana
$16K – – –
HCM
1708
Horrell Capital Management
Arkansas
$15K – – –
HCM
1709
Herndon Capital Management
Georgia
$15K +$88 +2 +0.6%
EDRM
1710
Edmond de Rothschild (Monaco)
Monaco
$15K +$15.3K +350 New
RWM
1711
Raffa Wealth Management
District of Columbia
$12.4K – – –
CFA
1712
Camarda Financial Advisors
Florida
$9K -$9.12K -208 -50%
CAL
1713
Capital Advisors Ltd
Ohio
$8K – – –
CFG
1714
CKW Financial Group
Hawaii
$8K – – –
IF
1715
Ironwood Financial
Arizona
$8K – – –
WAP
1716
Wealthcare Advisory Partners
Pennsylvania
$8K – – –
HS
1717
Horan Securities
United States
$8K +$8.76K +200 New
TCCM
1718
Timber Creek Capital Management
Massachusetts
$7K -$1.68M -38,320 -100%
HIM
1719
Hillsdale Investment Management
Ontario, Canada
$6K +$6.13K +140 New
JIR
1720
James Investment Research
Ohio
$4K – – –
EWM
1721
Elite Wealth Management
Washington
$3K +$2.76K +63 New
MIM
1722
Macroview Investment Management
Maryland
$2K – – –
BCI
1723
Brinker Capital Investments
Pennsylvania
$2K +$1.75K +40 New
CM
1724
Crestline Management
Texas
$1K +$767K +17,500 New
UOC
1725
UBS O'Connor
Illinois
– -$31.7M -700,000 Closed
67 68
69
70 71