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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1151
Evercore Wealth Management
New York
$213K +$89.3K +1,235 +74%
CFA
1152
Carroll Financial Associates
North Carolina
$212K -$8.24K -114 -4%
HFM
1153
Harvest Fund Management
China
$211K – – –
BI
1154
Bramshill Investments
Florida
$211K +$208K +2,871 New
MRCM
1155
M&R Capital Management
New Jersey
$209K +$177K +2,445 +611%
EDRH
1156
Edmond de Rothschild Holding
Switzerland
$208K -$590K -8,160 -74%
IGGA
1157
Iron Gate Global Advisors
Utah
$208K +$204K +2,819 New
MWM
1158
Mission Wealth Management
California
$206K +$202K +2,793 New
FNBSF
1159
First National Bank Sioux Falls
South Dakota
$201K +$197K +2,724 New
DAS
1160
Dynamic Advisor Solutions
Arizona
$201K +$198K +2,735 New
LJHT
1161
Laurie J. Hall Trustee
$199K +$72.2K +999 +59%
TCM
1162
Tradewinds Capital Management
Washington
$196K +$1.16K +16 +0.6%
SFG
1163
SevenBridge Financial Group
Pennsylvania
$193K +$24.9K +345 +15%
MCM
1164
MV Capital Management
Maryland
$188K -$5.86K -81 -3%
NIM
1165
NuWave Investment Management
New Jersey
$184K +$180K +2,489 New
WTB
1166
Washington Trust Bank
Washington
$178K – – –
BWA
1167
BDO Wealth Advisors
Florida
$172K -$226K -3,125 -57%
MUS
1168
Mitsubishi UFJ Securities
Japan
$165K – – –
PAM
1169
Paradigm Asset Management
New York
$162K -$101K -1,400 -39%
EWM
1170
Endurance Wealth Management
Rhode Island
$161K – – –
SWP
1171
Strategic Wealth Partners
Ohio
$157K +$153K +2,118 New
KTC
1172
Kistler-Tiffany Companies
Pennsylvania
$148K – – –
FA
1173
Fortis Advisors
Pennsylvania
$147K – – –
HFM
1174
Hartford Financial Management
Connecticut
$147K – – –
SFSIG
1175
San Francisco Sentry Investment Group
California
$146K +$30.4K +420 +27%
45 46
47
48 49