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Name Holding Trade Value Shares
Change 		Change in
Stake
BW
801
Bison Wealth
Georgia
$1.95M -$396K -9,350 -15%
AF
802
Alerus Financial
North Dakota
$1.95M +$1.67M +39,390 +319%
WI
803
WrapManager Inc
California
$1.95M -$24.6K -580 -1%
CCFP
804
Charles Carroll Financial Partners
Massachusetts
$1.94M -$18.7K -440 -0.8%
TAM
805
Trust Asset Management
Texas
$1.93M – – –
BA
806
Bluesphere Advisors
Pennsylvania
$1.92M -$848 -20 -0%
SFG
807
Synergy Financial Group
California
$1.92M -$20.3K -480 -0.9%
DWM
808
Darwin Wealth Management
Florida
$1.91M -$848 -20 -0%
PF
809
Prosperitas Financial
California
$1.91M +$2.14M +50,590 New
HI
810
Harbour Investments
Wisconsin
$1.9M -$41.5K -980 -2%
CCM
811
Cobalt Capital Management
New Jersey
$1.89M – – –
FCM
812
Firsthand Capital Management
California
$1.89M – – –
IAN
813
Integrated Advisors Network
Texas
$1.88M -$50K -1,180 -2%
PVI
814
Pine Valley Investments
New Jersey
$1.88M +$316K +7,450 +18%
NP
815
NorthRock Partners
Minnesota
$1.87M +$152K +3,590 +8%
RC
816
Roundview Capital
New Jersey
$1.87M +$16.5K +390 +0.8%
ISWM
817
Independent Solutions Wealth Management
New York
$1.86M +$45.4K +1,070 +2%
GG
818
Golden Green
South Carolina
$1.85M +$22.5K +530 +1%
DPIM
819
Duff & Phelps Investment Management
Illinois
$1.85M +$15.7K +370 +0.8%
PRC
820
Pearl River Capital
Michigan
$1.85M -$1.11M -26,210 -35%
EFM
821
E Fund Management
China
$1.84M +$343K +8,100 +20%
CWM
822
Circle Wealth Management
New Jersey
$1.84M +$227K +5,360 +12%
EFS
823
Econ Financial Services
Pennsylvania
$1.84M +$2.06M +48,630 New
GW
824
GW & Wade
Massachusetts
$1.83M +$37.3K +880 +2%
EAM
825
EFG Asset Management
Oregon
$1.83M +$111K +2,630 +6%
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