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Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
776
IHT Wealth Management
Illinois
$2.35M -$699K -18,990 -26%
JIC
777
Joel Isaacson & Co
New York
$2.34M -$71.8K -1,950 -4%
BOH
778
Bank of Hawaii
Hawaii
$2.33M +$312K +8,460 +19%
WANY
779
Wealthspire Advisors (New York)
New York
$2.31M +$151K +4,090 +8%
WI
780
WrapManager Inc
California
$2.3M +$130K +3,530 +7%
CCFP
781
Charles Carroll Financial Partners
Massachusetts
$2.28M +$1.91M +51,850 New
GWM
782
Geneos Wealth Management
Colorado
$2.28M +$263K +7,130 +16%
RP
783
Rice Partnership
Hawaii
$2.28M +$1.91M +51,780 New
CAIMH
784
Central Asset Investments & Management Holdings
Hong Kong
$2.26M +$1.89M +51,380 New
BFA
785
Brendel Financial Advisors
New Hampshire
$2.26M -$110K -2,980 -5%
HI
786
Harbour Investments
Wisconsin
$2.26M -$58.6K -1,590 -3%
SFG
787
Synergy Financial Group
California
$2.26M -$72.2K -1,960 -4%
TAM
788
Trust Asset Management
Texas
$2.26M – – –
IAN
789
Integrated Advisors Network
Texas
$2.25M +$54.1K +1,470 +3%
BA
790
Bluesphere Advisors
Pennsylvania
$2.24M -$8.1K -220 -0.4%
TCM
791
Teza Capital Management
Illinois
$2.24M -$1.27M -34,380 -40%
DWM
792
Darwin Wealth Management
Florida
$2.23M +$144K +3,920 +8%
WPC
793
Wedmont Private Capital
Pennsylvania
$2.21M +$85.5K +2,320 +5%
FCM
794
Firsthand Capital Management
California
$2.2M -$1.84M -50,000 -50%
CCM
795
Cobalt Capital Management
New Jersey
$2.2M +$1.84M +50,000 New
DT
796
Diversified Trust
Tennessee
$2.19M -$73.7K -2,000 -4%
PP
797
PDT Partners
New York
$2.19M -$1.91M -51,840 -51%
LWANC
798
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.18M -$136K -3,680 -7%
NFA
799
Northern Financial Advisors
Michigan
$2.17M +$164K +4,450 +10%
RC
800
Roundview Capital
New Jersey
$2.16M +$199K +5,400 +12%
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