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Name Holding Trade Value Shares
Change 		Change in
Stake
FHB
2151
First Hawaiian Bank
Hawaii
$671K +$139K +1,902 +27%
VOAM
2152
Vertex One Asset Management
British Columbia, Canada
$670K -$475K -6,500 -42%
CFA
2153
Capstone Financial Advisors
Illinois
$670K -$950 -13 -0.1%
RCM
2154
RB Capital Management
Nevada
$670K +$77.4K +1,060 +13%
DBG
2155
De Burlo Group
Massachusetts
$669K – – –
DCM
2156
Dynamic Capital Management
Jersey
$667K -$61K -835 -9%
IF
2157
IRON Financial
Illinois
$667K -$5.48K -75 -0.8%
FUBT
2158
First United Bank & Trust
Maryland
$659K -$12.2K -167 -2%
CWM
2159
Cedar Wealth Management
California
$659K +$33.2K +455 +5%
SS
2160
Simplicity Solutions
Minnesota
$658K -$675K -9,241 -51%
VCM
2161
Vigilant Capital Management
Maine
$654K +$7.3K +100 +1%
DA
2162
Dillon & Associates
Michigan
$651K +$21.9K +300 +4%
KP
2163
Keel Point
Alabama
$648K -$55.8K -764 -8%
RPA
2164
Rock Point Advisors
Vermont
$646K +$18.3K +250 +3%
CBA
2165
Coastal Bridge Advisors
Connecticut
$642K -$15.2K -208 -2%
UF
2166
Univest Financial
Pennsylvania
$641K -$41K -561 -6%
JIP
2167
Jaffetilchin Investment Partners
Florida
$640K +$247K +3,386 +65%
BFA
2168
Beaumont Financial Advisors
Massachusetts
$638K +$45.5K +623 +8%
AAM
2169
Autus Asset Management
Arizona
$637K +$126K +1,728 +25%
BW
2170
Biegel & Waller
Maryland
$632K -$126K -1,725 -17%
TI
2171
Turner Investments
Pennsylvania
$632K – – –
HFM
2172
Harvest Fund Management
China
$631K – – –
KA
2173
Klingman & Associates
New York
$630K -$74K -1,013 -11%
KLWA
2174
Kelly Lawrence W & Associates
California
$630K – – –
LF
2175
Lee Financial
Texas
$627K -$11K -150 -2%
85 86
87
88 89