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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
501
Tradewinds Capital Management
Washington
$2K – – –
WWM
502
Wolff Wiese Magana
California
$2K – – –
BIA
503
Bell Investment Advisors
California
$2K +$2.36K +88 New
RWM
504
Raffa Wealth Management
District of Columbia
$1.71K +$1.42K +53 +379%
TPCW
505
TD Private Client Wealth
New York
$1.3K +$1.37K +51 New
SWA
506
Sutton Wealth Advisors
Florida
$1.12K +$1.18K +44 New
SSB
507
Sandy Spring Bank
Maryland
$1K -$4.02K -150 -83%
IFAM
508
Institutional & Family Asset Management
Colorado
$1K -$1.04K -39 -53%
BWM
509
BerganKDV Wealth Management
Minnesota
$1K -$214 -8 -18%
CWA
510
Carolina Wealth Advisors
South Carolina
$1K – – –
HWM
511
HighMark Wealth Management
Minnesota
$1K – – –
HI
512
Hudock Inc
Pennsylvania
$1K – – –
MAWCM
513
Mine & Arao Wealth Creation & Management
California
$1K – – –
PWM
514
Prentice Wealth Management
New York
$1K – – –
RIM
515
Rockbridge Investment Management
New York
$1K – – –
TCA
516
Tortoise Capital Advisors
Kansas
$1K – – –
VCM
517
Versant Capital Management
Arizona
$1K – – –
WT
518
Washington Trust
Rhode Island
$1K – – –
WTC
519
WhitTier Trust Company
Nevada
$1K – – –
WAS
520
Winch Advisory Services
Wisconsin
$1K – – –
PO
521
Private Ocean
California
$1K +$643 +24 New
JPLA
522
Joseph P. Lucia & Associates
New York
$1K +$1.47K +55 New
WIM
523
Westside Investment Management
California
$94 – – –
HF
524
HRT Financial
New York
– -$19.7M -735,540 Closed
IECM
525
Intrinsic Edge Capital Management
Illinois
– -$20.9M -610,013 Closed
19 20
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