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Name Holding Trade Value Shares
Change 		Change in
Stake
COF
1351
Capital One Financial
Virginia
$361K +$387K +1,856 New
CCFM
1352
Clear Creek Financial Management
Washington
$360K -$45.7K -219 -11%
MWM
1353
Mission Wealth Management
California
$360K -$17.7K -85 -4%
CWS
1354
Cypress Wealth Services
California
$360K +$31.3K +150 +9%
MGWM
1355
Marks Group Wealth Management
Minnesota
$360K +$83.7K +401 +28%
HKAM
1356
Horizon Kinetics Asset Management
New York
$359K +$2.09K +10 +0.5%
LWA
1357
Lenox Wealth Advisors
New York
$359K +$10.9K +52 +3%
FWM
1358
Frontier Wealth Management
Missouri
$359K +$65.5K +314 +20%
CRC
1359
Curi RMB Capital
Illinois
$358K +$21.9K +105 +6%
CA
1360
Continuum Advisory
Idaho
$356K -$34.4K -165 -8%
SWMG
1361
Strategic Wealth Management Group
Maryland
$355K -$35.7K -171 -9%
CAM
1362
Close Asset Management
United Kingdom
$355K +$9.18K +44 +2%
SG
1363
StepStone Group
California
$353K +$379K +1,816 New
JF
1364
JSF Financial
California
$352K +$83.7K +401 +29%
FBFS
1365
First Business Financial Services
Wisconsin
$349K -$209K -1,000 -36%
BDF
1366
Balasa Dinverno & Foltz
$349K -$4.38K -21 -1%
CAMG
1367
CWA Asset Management Group
Florida
$347K -$173K -828 -32%
IFG
1368
Investors Financial Group
Minnesota
$346K -$12.3K -59 -3%
MWM
1369
Merriman Wealth Management
Washington
$345K – – –
TI
1370
tru Independence
Oregon
$343K – – –
WCM
1371
Washburn Capital Management
Florida
$341K +$36.5K +175 +11%
DWT
1372
Dorsey & Whitney Trust
South Dakota
$340K -$1.04K -5 -0.3%
TC
1373
TownSquare Capital
Utah
$340K +$29.2K +140 +9%
BWM
1374
BT Wealth Management
Georgia
$340K +$83.5K +400 +30%
BG
1375
Berry Group
Massachusetts
$339K -$20.9K -100 -5%
53 54
55
56 57