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SolarEdge

Name Holding Trade Value Shares
Change
Change in
Stake
LPWM
526
Lake Point Wealth Management
Texas
$28K – – –
OCM
527
Orion Capital Management
California
$28K – – –
CCM
528
Chilton Capital Management
Texas
$28K +$31.6K +100 New
TFP
529
Tilia Fiduciary Partners
North Carolina
$28K +$31.6K +100 New
QCG
530
Quadrant Capital Group
Ohio
$25K +$12.6K +40 +82%
RE
531
RBC Europe
United Kingdom
$24K -$46.1K -146 -63%
BAM
532
Baldrige Asset Management
Pennsylvania
$20K – – –
SSB
533
Sandy Spring Bank
Maryland
$20K +$6.32K +20 +40%
GFPC
534
Global Financial Private Client
Florida
$19.4K – – –
PCG
535
Private Capital Group
Connecticut
$19K – – –
CHA
536
Carmichael Hill & Associates
Maryland
$18K – – –
HNWA
537
Henrickson Nauta Wealth Advisors
Michigan
$18K +$24.9K +79 New
RA
538
Rise Advisors
New York
$17.4K +$19.6K +62 New
CWA
539
Carolina Wealth Advisors
South Carolina
$17K – – –
TWA
540
TCI Wealth Advisors
Arizona
$17K – – –
CA
541
Cornerstone Advisory
Maryland
$17K +$18.9K +60 New
KFP
542
KB Financial Partners
New Jersey
$17K +$18.9K +60 New
GWSG
543
GPS Wealth Strategies Group
Colorado
$16K -$5.37K -17 -23%
RFA
544
Reilly Financial Advisors
California
$16K – – –
RPCONE
545
Retirement Planning Company of New England
Rhode Island
$16K +$18.9K +60 New
EI
546
Ellevest Inc
New York
$15K – – –
NFG
547
Next Financial Group
Texas
$15K +$631 +2 +4%
AA
548
AlphaMark Advisors
Kentucky
$14K – – –
FPS
549
Fieldpoint Private Securities
Connecticut
$14K – – –
CWP
550
Concord Wealth Partners
Virginia
$14K +$11.4K +36 +240%