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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
801
Harvest Fund Management
China
$636K +$65.8K +1,930 +13%
BCM
802
BlueCrest Capital Management
Jersey
$636K +$208K +6,110 +60%
CCM
803
Coldstream Capital Management
Washington
$635K +$48.7K +1,430 +10%
SFA
804
Sequoia Financial Advisors
Ohio
$635K +$170K +4,990 +44%
LCOV
805
London Company of Virginia
Virginia
$630K – – –
VIA
806
Vantage Investment Advisors
Pennsylvania
$630K +$40.6K +1,190 +8%
EMG
807
Ellington Management Group
Connecticut
$626K -$301K -8,830 -36%
SWA
808
SFMG Wealth Advisors
Texas
$626K -$78.4K -2,300 -13%
TL
809
TrueWealth LLC
Georgia
$626K – – –
WPW
810
Waldron Private Wealth
Pennsylvania
$624K +$62K +1,820 +13%
JIP
811
Jaffetilchin Investment Partners
Florida
$621K -$37.5K -1,100 -6%
EWM
812
Evermay Wealth Management
Virginia
$620K -$186K -5,450 -26%
IUHSA
813
Itau Unibanco Holding S.A.
Brazil
$617K +$541K +15,860 New
GWM
814
Greenwich Wealth Management
Connecticut
$614K -$82.5K -2,420 -13%
AC
815
Addison Capital
Pennsylvania
$614K – – –
LCC
816
Lincoln Capital Corp
Rhode Island
$607K – – –
MFG
817
Merit Financial Group
Georgia
$607K +$529K +15,510 New
NWM
818
Northwest Wealth Management
Iowa
$605K – – –
EWA
819
EP Wealth Advisors
California
$603K -$40.9K -1,200 -7%
JFA
820
Johanson Financial Advisors
California
$602K -$3.41K -100 -0.6%
WA
821
WBH Advisory
Maryland
$597K +$184K +5,410 +55%
JCM
822
Jacobi Capital Management
Pennsylvania
$596K +$164K +4,800 +46%
OIA
823
Optimum Investment Advisors
Illinois
$587K +$17K +500 +3%
WAS
824
WESPAC Advisors SoCal
California
$587K +$34.1K +1,000 +7%
NIM
825
NuWave Investment Management
New Jersey
$583K +$507K +14,880 New
31 32
33
34 35