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Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
1101
Cedar Brook Financial Partners
Ohio
$281K +$303K +2,047 New
FFG
1102
Fortem Financial Group
California
$281K +$303K +2,050 New
VC
1103
Vicus Capital
Pennsylvania
$280K -$115K -777 -28%
JT
1104
Jump Trading
Illinois
$280K +$302K +2,042 New
PFS
1105
Prospera Financial Services
Texas
$278K -$280K -1,896 -49%
KLCM
1106
KG&L Capital Management
Louisiana
$278K +$299K +2,024 New
BOPW
1107
Brandywine Oak Private Wealth
Pennsylvania
$278K +$301K +2,035 New
FIM
1108
Frontier Investment Management
Texas
$277K -$702K -4,750 -70%
CFA
1109
Capstone Financial Advisors
Illinois
$277K -$59.1K -400 -17%
WT
1110
Whittier Trust
California
$276K -$196K -1,324 -40%
KFGK
1111
Keystone Financial Group (Kentucky)
Kentucky
$274K -$29.6K -200 -9%
CSA
1112
Cottage Street Advisors
Massachusetts
$274K – – –
FBFS
1113
First Business Financial Services
Wisconsin
$274K – – –
AWCI
1114
Alpine Woods Capital Investors
New York
$274K +$296K +2,000 New
KP
1115
Keel Point
Alabama
$272K -$1.48K -10 -0.5%
HH
1116
Hilltop Holdings
Texas
$271K -$594K -4,020 -67%
WAM
1117
Weatherly Asset Management
California
$269K -$51.3K -347 -15%
GCP
1118
GSA Capital Partners
United Kingdom
$267K -$2.16M -14,612 -88%
ACI
1119
Alpha Cubed Investments
California
$266K -$223K -1,505 -44%
CIC
1120
Carnegie Investment Counsel
Ohio
$266K – – –
MWM
1121
Merriman Wealth Management
Washington
$265K -$24.2K -164 -8%
SGAM
1122
Steinberg Global Asset Management
Florida
$264K -$14.8K -100 -5%
PCM
1123
Princeton Capital Management
New Jersey
$262K -$94.6K -640 -25%
BJL
1124
Brighton Jones LLC
Washington
$262K +$283K +1,914 New
RWG
1125
Regal Wealth Group
California
$261K +$229K +1,552 +443%
43 44
45
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