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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1801
JGP Wealth Management
Oregon
$385K -$12.4K -147 -3%
CCP
1802
Cardan Capital Partners
Colorado
$383K +$22.8K +271 +5%
HFA
1803
HC Financial Advisors
California
$382K -$34.2K -407 -7%
PWM
1804
PBMares Wealth Management
Virginia
$380K +$5.97K +71 +1%
5L
1805
55I LLC
Massachusetts
$379K +$251K +2,986 +131%
MFW
1806
Mosaic Family Wealth
Missouri
$376K +$21K +250 +5%
HBWM
1807
Hollow Brook Wealth Management
New York
$374K -$41.2K -490 -9%
SB
1808
Strategic Blueprint
Georgia
$372K -$1.81M -21,554 -81%
PWPS
1809
Pinnacle Wealth Planning Services
Ohio
$371K -$325K -3,865 -43%
WCG
1810
Weaver Consulting Group
California
$371K -$4.21K -50 -1%
BT
1811
Brandywine Trust
Delaware
$369K – – –
HAM
1812
Hammer Asset Management
California
$366K -$286K -3,396 -40%
CCB
1813
Cutter & Co Brokerage
Missouri
$366K +$93.7K +1,114 +28%
RAM
1814
Roanoke Asset Management
New Jersey
$364K +$2.94K +35 +0.7%
MWM
1815
Merriman Wealth Management
Washington
$362K -$38.3K -455 -8%
JHCP
1816
Jackson Hole Capital Partners
Oklahoma
$362K +$65.1K +774 +18%
AAI
1817
American Assets Inc
California
$360K – – –
UFG
1818
United Fire Group
Iowa
$360K – – –
HFAS
1819
Hummer Financial Advisory Services
Illinois
$358K -$4.21K -50 -1%
JF
1820
JSF Financial
California
$357K -$20.7K -246 -5%
TC
1821
Trust Company
Kansas
$357K +$20.3K +241 +5%
HFRG
1822
Houlihan Financial Resource Group
Virginia
$357K +$364K +4,332 New
EA
1823
Elm Advisors
California
$356K -$34.5K -410 -8%
AC
1824
Alexandria Capital
Virginia
$356K -$5.05K -60 -1%
VCM
1825
Vivaldi Capital Management
Illinois
$355K -$2.02K -24 -0.6%
71 72
73
74 75