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Name Holding Trade Value Shares
Change 		Change in
Stake
3F
3176
360 Financial
Minnesota
$483K +$376K +2,558 New
W
3177
WealthStone
Ohio
$480K -$333K -2,266 -43%
RWMH
3178
Riverpoint Wealth Management Holdings
Illinois
$480K +$192K +1,305 +75%
AAMC
3179
Asset Allocation & Management Company
Illinois
$478K +$445K +3,029 New
OWM
3180
Opes Wealth Management
California
$477K +$2.94K +20 +0.7%
BSG
3181
Black Swift Group
Colorado
$474K -$3.9M -26,550 -90%
NCM
3182
Next Capital Management
New York
$469K -$202K -1,374 -32%
TFA
3183
TPG Financial Advisors
Oregon
$469K +$103K +701 +31%
CWC
3184
Carolinas Wealth Consulting
North Carolina
$469K +$440K +2,998 New
HWM
3185
HighMark Wealth Management
Minnesota
$464K +$433K +2,947 New
IDA
3186
Intelligence Driven Advisers
California
$463K -$24.7K -168 -5%
PI
3187
Pachira Investments
California
$460K -$41.3K -281 -9%
MAM
3188
Marquette Asset Management
Minnesota
$460K -$29.4K -200 -6%
LFG
3189
LifePlan Financial Group
Ohio
$459K – – –
TPW
3190
TL Private Wealth
Texas
$453K +$353K +2,403 New
PG
3191
Prostatis Group
Maryland
$448K +$417K +2,839 New
MPCG
3192
Matrix Private Capital Group
New York
$445K +$414K +2,821 New
CI
3193
Cavalier Investments
Georgia
$444K – – –
IAM
3194
Integre Asset Management
New York
$442K – – –
SPA
3195
Sentinel Pension Advisors
Massachusetts
$441K +$411K +2,798 New
SC
3196
Schoolcraft Capital
Colorado
$436K +$11K +75 +3%
JAM
3197
Jolley Asset Management
North Carolina
$434K -$499K -3,394 -55%
PCFFS
3198
Pacific Center for Financial Services
California
$429K – – –
FVWA
3199
Foster Victor Wealth Advisors
South Carolina
$424K -$10.7K -73 -3%
CWA
3200
Capital Wealth Alliance
Arizona
$424K +$366K +2,490 New
126 127
128
129 130