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Name Holding Trade Value Shares
Change 		Change in
Stake
GBBWRPM
1601
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$49K -$18.8K -100 -29%
ST
1602
Sageworth Trust
Pennsylvania
$49K +$47K +250 New
DAM
1603
Delta Asset Management
Tennessee
$47K – – –
RFM
1604
Royal Fund Management
Florida
$45K – – –
PC
1605
Polar Capital
United Kingdom
$39.1K +$24.2M +128,782 +183%
BCI
1606
Brinker Capital Investments
Pennsylvania
$39K – – –
JFA
1607
JNBA Financial Advisors
Minnesota
$39K – – –
PFO
1608
Pathstone Family Office
New Jersey
$39K – – –
SIAP
1609
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$39K – – –
CIM
1610
Contravisory Investment Management
Massachusetts
$39K +$564 +3 +2%
CFD
1611
Creative Financial Designs
Indiana
$39K +$36.8K +196 New
TG
1612
TLP Group
Illinois
$38K -$215K -1,145 -86%
AIS
1613
AlphaOne Investment Services
Pennsylvania
$36K +$34.8K +185 New
MWM
1614
Mascoma Wealth Management
New Hampshire
$33K – – –
JGIA
1615
Jackson Grant Investment Advisers
Connecticut
$30K – – –
CTB
1616
Country Trust Bank
Illinois
$29K +$9.78K +52 +54%
CG
1617
Cutler Group
California
$29K +$28.2K +150 New
PCIA
1618
Prime Capital Investment Advisors
Kansas
$29K +$28.2K +150 New
RWM
1619
Raffa Wealth Management
District of Columbia
$28.5K – – –
RCWMU
1620
Rothschild & Co Wealth Management (UK)
United Kingdom
$28K +$27.1K +144 New
FWM
1621
Focused Wealth Management
New York
$27K +$25.4K +135 New
MFT
1622
Moisand Fitzgerald Tamayo
Florida
$26K – – –
M
1623
MOTCO
Texas
$26K – – –
HR
1624
Howe & Rusling
New York
$26K +$3.38K +18 +16%
CWA
1625
Clarus Wealth Advisors
Arizona
$26K +$28.2K +150 New
63 64
65
66 67