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Name Holding Trade Value Shares
Change
Change in
Stake
UIA
1501
UBP Investment Advisors
Switzerland
$251K
WMC
1502
Westwood Management Corporation
Illinois
$251K
Capstone Investment Advisors
1503
Capstone Investment Advisors
New York
$251K +$235K +2,995 New
NC
1504
Noked Capital
Israel
$251K +$235K +3,000 New
NI
1505
Noked Israel
Israel
$251K +$235K +3,000 New
NIM
1506
NuWave Investment Management
New Jersey
$250K +$217K +2,772 +1,295%
OWM
1507
Opes Wealth Management
California
$249K -$12.4K -158 -5%
CCM
1508
Carlson Capital Management
Minnesota
$249K
LDFR
1509
Lehman & Derafelo Financial Resources
Pennsylvania
$249K
NEPWA
1510
New England Private Wealth Advisors
Massachusetts
$249K +$232K +2,962 New
ITIM
1511
Indiana Trust & Investment Management
Indiana
$248K -$26.7K -340 -10%
FIM
1512
Fernwood Investment Management
Massachusetts
$247K -$15.7K -200 -6%
CCMG
1513
Clark Capital Management Group
Pennsylvania
$246K -$209K -2,664 -48%
HW
1514
Hamilton Wealth
California
$246K +$7.84K +100 +4%
SRC
1515
Sage Rhino Capital
California
$245K +$229K +2,926 New
ACM
1516
Allred Capital Management
Texas
$243K -$5.8K -74 -3%
RHJA
1517
Rice Hall James & Associates
California
$243K
RWA
1518
River Wealth Advisors
Pennsylvania
$241K -$11.5K -147 -5%
WDL
1519
Well Done LLC
Michigan
$239K -$30.2K -385 -12%
MF
1520
Manchester Financial
California
$238K +$78 +1 +0%
ESBC
1521
E.S. Barr & Co
Kentucky
$237K -$7.84K -100 -3%
DWA
1522
Dougherty Wealth Advisers
Minnesota
$237K
DWM
1523
Destination Wealth Management
California
$237K +$27.8K +354 +14%
HCP
1524
Holt Capital Partners
Texas
$235K -$23.5K -300 -10%
AWM
1525
AllSquare Wealth Management
New York
$235K -$7.84K -100 -3%