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Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
851
Focus Financial Network
Minnesota
$400K +$424K +3,679 New
IAIM
852
Industrial Alliance Investment Management
Quebec, Canada
$399K – – –
BA
853
Bristlecone Advisors
Washington
$396K +$194K +1,681 +86%
PAG
854
Private Advisory Group
Washington
$396K +$419K +3,639 New
PWMG
855
Pinnacle Wealth Management Group
Michigan
$391K -$142K -1,233 -26%
WAP
856
Wealthcare Advisory Partners
Pennsylvania
$390K +$30.4K +264 +8%
DWM
857
Dakota Wealth Management
Florida
$390K +$413K +3,585 New
BRWM
858
B. Riley Wealth Management
Tennessee
$389K -$54.7K -475 -12%
WP
859
WMS Partners
Maryland
$388K -$91K -790 -18%
IC
860
Intersect Capital
California
$388K +$3.69K +32 +0.9%
JCM
861
Jacobi Capital Management
Pennsylvania
$386K +$22.4K +194 +6%
PSUF
862
People's United Financial
Connecticut
$385K +$1.38K +12 +0.3%
CSI
863
Cross Staff Investments
New York
$384K -$11.5K -100 -3%
CA
864
Cullinan Associates
Kentucky
$384K – – –
TVAMP
865
Tennessee Valley Asset Management Partners
Tennessee
$382K -$65.3K -567 -14%
CCA
866
Checchi Capital Advisers
California
$382K -$26.7K -232 -6%
BWP
867
Baldwin Wealth Partners
Massachusetts
$379K -$3.46K -30 -0.9%
JEST
868
JTC Employer Solutions Trustee
Jersey
$378K -$62.3K -541 -13%
CHA
869
Cooper/Haims Advisors
New York
$377K +$400K +3,468 New
RCAG
870
Rehmann Capital Advisory Group
Michigan
$376K -$22.8K -198 -5%
HWM
871
HB Wealth Management
Georgia
$375K – – –
MMPW
872
Mitchell McLeod Pugh & Williams
Alabama
$375K +$176K +1,525 +79%
PWP
873
Principle Wealth Partners
Connecticut
$373K -$3.23K -28 -0.8%
AWM
874
Axxcess Wealth Management
California
$370K +$171K +1,483 +77%
ECG
875
Edge Capital Group
Georgia
$367K -$69.1K -600 -15%
33 34
35
36 37