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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1376
Jupiter Wealth Management
Colorado
$358K – – –
KFI
1377
Key Financial Inc
Pennsylvania
$357K +$16.2K +78 +5%
CIP
1378
Champlain Investment Partners
Vermont
$356K – – –
PFGIA
1379
Patriot Financial Group Insurance Agency
Massachusetts
$356K +$6.66K +32 +2%
FWM
1380
Frontier Wealth Management
Missouri
$353K -$43.3K -208 -11%
WAP
1381
Wealthcare Advisory Partners
Pennsylvania
$353K -$22.7K -109 -6%
CCM
1382
Coldstream Capital Management
Washington
$352K – – –
CCM
1383
Carlson Capital Management
Minnesota
$351K -$33.7K -162 -11%
BP
1384
BBR Partners
New York
$351K +$20.8K +100 +7%
MWM
1385
Merriman Wealth Management
Washington
$350K -$31.2K -150 -8%
LW
1386
Linscomb Wealth
Texas
$349K +$18.7K +90 +6%
GA
1387
Geller Advisors
New York
$347K +$335K +1,609 New
GFS
1388
GYL Financial Synergies
Connecticut
$346K -$19.6K -94 -6%
OHS
1389
Odey Holdings (Switzerland)
Switzerland
$345K -$70.8K -340 -18%
ASA
1390
Armstrong Shaw Associates
Connecticut
$345K – – –
WAG
1391
Winthrop Advisory Group
Massachusetts
$345K – – –
MFG
1392
Merit Financial Group
Georgia
$344K +$96.8K +465 +41%
KCM
1393
Kathmere Capital Management
Pennsylvania
$344K +$332K +1,593 New
HFP
1394
Holistic Financial Partners
Indiana
$343K -$30K -144 -8%
RMA
1395
Roffman Miller Associates
Pennsylvania
$343K +$331K +1,591 New
CAM
1396
Cozad Asset Management
Illinois
$340K +$328K +1,575 New
FBFS
1397
First Business Financial Services
Wisconsin
$338K -$47.1K -226 -13%
TI
1398
tru Independence
Oregon
$338K -$41.4K -199 -11%
GSWM
1399
Golden State Wealth Management
California
$336K +$37.5K +180 +13%
FA
1400
FCG Advisors
New Jersey
$335K – – –
54 55
56
57 58