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Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
801
Vestmark Advisory Solutions
Massachusetts
$2.45M -$1.8M -41,120 -45%
CM
802
CastleKnight Management
New York
$2.44M +$2.19M +50,200 New
PVI
803
Pine Valley Investments
New Jersey
$2.44M +$6.55K +150 +0.3%
FCM
804
Firsthand Capital Management
California
$2.43M – – –
WIM
805
Wittenberg Investment Management
Massachusetts
$2.43M -$625K -14,320 -22%
MAM
806
Morse Asset Management
Connecticut
$2.43M -$148K -3,390 -6%
IWA
807
IBEX Wealth Advisors
New Jersey
$2.42M +$2.18M +50,000 New
LI
808
Louisbourg Investments
New Brunswick, Canada
$2.41M +$2.42M +55,510 New
BMCM
809
Bryn Mawr Capital Management
Pennsylvania
$2.4M -$391K -8,960 -15%
IAN
810
Integrated Advisors Network
Texas
$2.4M -$29.7K -680 -1%
RWM
811
Ritholtz Wealth Management
New York
$2.39M +$99.1K +2,270 +5%
DPIM
812
Duff & Phelps Investment Management
Illinois
$2.39M – – –
JIC
813
Joel Isaacson & Co
New York
$2.39M -$205K -4,690 -9%
SFG
814
Synergy Financial Group
California
$2.38M -$82.9K -1,900 -4%
GI
815
GLOBALT Investments
Georgia
$2.37M +$2.13M +48,700 New
LCM
816
Leisure Capital Management
California
$2.37M -$474K -10,850 -18%
EBWM
817
Eagle Bluffs Wealth Management
Missouri
$2.36M +$24.4K +560 +1%
HW
818
Hamilton Wealth
California
$2.35M +$58.9K +1,350 +3%
CIA
819
Concurrent Investment Advisors
Florida
$2.35M +$2.1M +48,170 New
WI
820
Wintrust Investments
Illinois
$2.34M +$972K +22,270 +86%
NAG
821
Northstar Advisory Group
New Jersey
$2.34M +$225K +5,150 +12%
RCM
822
Riverpark Capital Management
New York
$2.34M – – –
SC
823
Syon Capital
California
$2.33M +$315K +7,220 +18%
BW
824
Bison Wealth
Georgia
$2.33M -$171K -3,920 -8%
CSPIA
825
Cary Street Partners Investment Advisory
Virginia
$2.33M -$279K -6,400 -12%
31 32
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