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Name Holding Trade Value Shares
Change 		Change in
Stake
MTIM
3076
Marathon Trading Investment Management
Pennsylvania
$706K +$681K +1,400 New
MFWP
3077
Mosaic Family Wealth Partners
Missouri
$705K +$22.8K +47 +3%
NO
3078
Ninety One
South Africa
$705K -$8.55M -17,592 -93%
DWA
3079
Dougherty Wealth Advisers
Minnesota
$703K – – –
EA
3080
Eclectic Associates
California
$702K – – –
JWM
3081
JGP Wealth Management
Oregon
$700K +$20.4K +42 +3%
PIA
3082
Pinion Investment Advisors
Kansas
$700K +$371K +763 +122%
WFM
3083
Wolff Financial Management
Michigan
$699K -$228K -470 -25%
CPG
3084
Custom Portfolio Group
Colorado
$699K -$12.6K -26 -2%
MWP
3085
Madison Wealth Partners
Wisconsin
$698K -$53.5K -110 -7%
SFC
3086
Sprinkle Financial Consultants
Colorado
$698K +$15.1K +31 +2%
SCM
3087
Soros Capital Management
New York
$697K -$31.4M -64,617 -98%
HFP
3088
Holistic Financial Partners
Indiana
$697K -$3.89K -8 -0.6%
SC
3089
Seldon Capital
California
$697K – – –
MAG
3090
M3 Advisory Group
Massachusetts
$696K +$198K +408 +42%
AFG
3091
Allegheny Financial Group
Pennsylvania
$695K -$38.9K -80 -5%
CA
3092
Calton & Associates
Florida
$695K +$4.38K +9 +0.7%
CA
3093
Centerpoint Advisors
Massachusetts
$692K +$24.3K +50 +4%
ACM
3094
Avalon Capital Management
California
$691K +$12.2K +25 +2%
HI
3095
Hudock Inc
Pennsylvania
$691K -$486 -1 -0.1%
KAM
3096
Knightsbridge Asset Management
California
$690K +$281K +579 +73%
PMSA
3097
Patrick M. Sweeney & Associates
Illinois
$690K -$71.5K -147 -10%
NJBEST
3098
New Jersey Better Educational Savings Trust
New Jersey
$689K -$826K -1,699 -55%
CCA
3099
Conservest Capital Advisors
Pennsylvania
$688K – – –
RL
3100
Rogco LP
Oklahoma
$688K +$48.6K +100 +8%
122 123
124
125 126