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Name Holding Trade Value Shares
Change 		Change in
Stake
TL
626
TrueWealth LLC
Georgia
$112K -$968 -45 -0.9%
ESB
627
Essex Savings Bank
Connecticut
$111K +$108K +5,025 New
LC
628
Lindbrook Capital
California
$111K +$108K +5,025 New
GWMIA
629
Global Wealth Management Investment Advisory
Florida
$110K +$106K +4,950 New
AIL
630
AGF Investments LLC
Ontario, Canada
$110K +$107K +4,965 New
HI
631
Human Investing
Oregon
$108K +$105K +4,890 New
QCG
632
Quadrant Capital Group
Ohio
$105K +$27.7K +1,290 +30%
CMBA
633
C.M. Bidwell & Associates
Hawaii
$105K +$102K +4,725 New
EWM
634
Executive Wealth Management
Michigan
$103K +$99.4K +4,620 New
FHB
635
First Hawaiian Bank
Hawaii
$102K +$66.1K +3,075 +205%
IFAM
636
Institutional & Family Asset Management
Colorado
$101K -$37.4K -1,740 -28%
YWP
637
YorkBridge Wealth Partners
New York
$101K – – –
GRP
638
Global Retirement Partners
California
$96K -$254K -11,805 -73%
FMP
639
Financial Management Professionals
Texas
$95K +$3.23K +150 +4%
BCA
640
Berman Capital Advisors
Georgia
$92K +$90.3K +4,200 New
SFFS
641
Stonehage Fleming Financial Services
Jersey
$90K +$19K +885 +28%
AJ
642
Ashburton (Jersey)
Jersey
$88K -$105K -4,875 -55%
NSIM
643
North Star Investment Management
Illinois
$88K -$32.3K -1,500 -27%
JWM
644
Janiczek Wealth Management
Colorado
$86K – – –
EWM
645
Edge Wealth Management
New York
$84K -$32.6K -1,515 -29%
NL
646
NVWM LLC
Pennsylvania
$84K -$6.45K -300 -7%
BDS
647
Banco de Sabadell
Florida
$82K -$131K -6,075 -62%
BAM
648
Bruderman Asset Management
New York
$82K +$30.7K +1,425 +63%
WA
649
WealthTrust-Arizona
Arizona
$78K – – –
SGS
650
Sterling Global Strategies
California
$77.5K +$75.2K +3,495 New
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