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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
876
Liberty Wealth Management
California
$6K – – –
TPWA
877
TRUE Private Wealth Advisors
Oregon
$6K – – –
TFGT
878
TS Financial Group (TSFG)
Illinois
$6K +$2.77K +25 +100%
IFAM
879
Institutional & Family Asset Management
Colorado
$6K +$5.43K +49 New
CA
880
Crewe Advisors
Utah
$6K +$6.21K +56 New
BDWM
881
Brewin Dolphin Wealth Management
Ireland
$5.95K -$16.4K -148 -74%
TIM
882
Tortoise Investment Management
New York
$5K – – –
BWA
883
BDO Wealth Advisors
Florida
$5K +$4.32K +39 +780%
HR
884
Howe & Rusling
New York
$5K +$4.43K +40 New
VNA
885
Valley National Advisers
Pennsylvania
$4K -$1.11K -10 -23%
BBHC
886
Brown Brothers Harriman & Co
New York
$4K – – –
CA
887
Clearstead Advisors
Ohio
$4K – – –
CCM
888
Chiron Capital Management
Florida
$4K +$3.44K +31 New
NIC
889
Northwest Investment Counselors
Oregon
$4K +$4.21K +38 New
RWM
890
Raffa Wealth Management
District of Columbia
$3.66K – – –
AIC
891
Archer Investment Corporation
Indiana
$3.43K – – –
CLOS
892
Compagnie Lombard Odier SCmA
Switzerland
$3K -$27.9K -252 -90%
CCM
893
Cribstone Capital Management
Maine
$3K – – –
EWA
894
Evolution Wealth Advisors
Florida
$3K – – –
AA
895
Ancora Advisors
Ohio
$3K +$333 +3 +16%
SFSIG
896
San Francisco Sentry Investment Group
California
$3K +$1.22K +11 +65%
HIA
897
Harbor Investment Advisory
Maryland
$3K +$1.55K +14 +93%
GAM
898
Gemmer Asset Management
California
$3K +$3.1K +28 New
TFA
899
Transamerica Financial Advisors
Florida
$2K -$463K -4,176 -100%
SIC
900
Salem Investment Counselors
North Carolina
$2K – – –
34 35
36
37 38