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SolarEdge
SEDG

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
326
Versant Capital Management
Arizona
$643 – – –
VWA
327
Valued Wealth Advisors
Utah
$585 +$524 +10 New
AW
328
Ankerstar Wealth
Texas
$584 – – –
SHIM
329
Stone House Investment Management
Pennsylvania
$584 +$262 +5 +100%
GWM
330
Gilpin Wealth Management
Colorado
$526 – – –
JWA
331
JFS Wealth Advisors
Pennsylvania
$526 +$472 +9 New
TWD
332
True Wealth Design
Ohio
$351 +$314 +6 New
BCM
333
Blume Capital Management
California
$293 – – –
MP
334
McDonald Partners
Ohio
$292 +$262 +5 New
RIL
335
Rothschild Investment LLC
Illinois
$234 +$105 +2 +100%
CA
336
Clearstead Advisors
Ohio
$234 +$210 +4 New
AWM
337
Abound Wealth Management
Tennessee
$176 – – –
EWM
338
Evermay Wealth Management
Virginia
$176 – – –
SFS
339
Sunrise Financial Services
Washington
$175 -$629 -12 -80%
DCM
340
Davis Capital Management
Florida
$175 +$157 +3 New
SAM
341
Smartleaf Asset Management
Massachusetts
$166 – – –
CFFP
342
Center for Financial Planning
Michigan
$117 – – –
GRP
343
Global Retirement Partners
California
$117 +$105 +2 New
DF
344
Dunhill Financial
United Kingdom
$101 -$52 -1 -50%
AP
345
Aspect Partners
Virginia
$58 – – –
HNB
346
Huntington National Bank
Ohio
$58 – – –
SGFG
347
Silver Grove Financial Group
New York
$58 +$52 +1 New
AIM
348
Anatole Investment Management
Hong Kong
– -$47.8M -936,215 Closed
SPC
349
Slate Path Capital
New York
– -$37.6M -736,700 Closed
PI
350
PGGM Investments
Netherlands
– -$33.4M -653,799 Closed
12 13
14
15 16