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Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
501
Insight Wealth Strategies
California
$767K +$31K +130 +4%
HCM
502
Hollencrest Capital Management
California
$766K – – –
FCH
503
Freestone Capital Holdings
Washington
$759K -$188K -788 -20%
AIM
504
Aspen Investment Management
Michigan
$748K +$5.96K +25 +0.8%
VI
505
Vestcor Inc
New Brunswick, Canada
$731K +$166K +695 +29%
OWM
506
Opes Wealth Management
California
$730K – – –
IRF
507
IBM Retirement Fund
New York
$726K -$22.4K -94 -3%
HPC
508
HM Payson & Co
Maine
$724K -$238K -1,000 -25%
AFC
509
AFT Forsyth & Company
Florida
$723K -$379K -1,590 -35%
AWA
510
Alta Wealth Advisors
Massachusetts
$718K -$68.2K -286 -9%
SM
511
SG3 Management
Puerto Rico
$718K +$119K +500 +20%
SC
512
Shay Capital
New York
$718K +$715K +3,000 New
TI
513
Tidal Investments
Wisconsin
$716K +$51.5K +216 +8%
CBA
514
Coastal Bridge Advisors
Connecticut
$704K -$720K -3,023 -51%
1CP
515
17 Capital Partners
Arizona
$702K +$242K +1,015 +53%
CG
516
Colony Group
Massachusetts
$700K +$697K +2,923 New
IIM
517
Ironwood Investment Management
Massachusetts
$687K -$52.4K -220 -7%
CFA
518
Compass Financial Advisors
Indiana
$682K +$28.1K +118 +4%
PCA
519
Personal Capital Advisors
California
$677K -$182K -763 -21%
EMG
520
ETF Managers Group
New Jersey
$676K -$405K -1,700 -38%
CRIG
521
Charter Research & Investment Group
Connecticut
$676K – – –
YCM
522
Yousif Capital Management
Michigan
$674K +$17.6K +74 +3%
CGL
523
Clarius Group LLC
Washington
$673K – – –
AC
524
Apogem Capital
New York
$670K -$111K -466 -14%
CWA
525
Clarity Wealth Advisors
California
$668K -$5.48K -23 -0.8%
19 20
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