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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
751
Pinnacle Family Advisors
Missouri
$799K +$442K +12,970 +174%
MWM
752
Merriman Wealth Management
Washington
$793K -$68.2K -2,000 -9%
KJWM
753
Kiley Juergens Wealth Management
Washington
$792K +$39.2K +1,150 +6%
GIA
754
GHP Investment Advisors
Colorado
$789K +$687K +20,150 New
QAM
755
Quantres Asset Management
Cayman Islands
$783K -$4.47M -131,000 -87%
SSP
756
Sapphire Star Partners
Washington
$783K – – –
MAM
757
Morse Asset Management
Connecticut
$772K +$315K +9,230 +88%
SFG
758
SNS Financial Group
Minnesota
$770K +$97.5K +2,860 +17%
RW
759
Rand Wealth
Maryland
$769K – – –
ZB
760
Zions Bancorporation
Utah
$768K +$669K +19,610 New
FANJ
761
Financial Architects (New Jersey)
New Jersey
$762K +$460K +13,500 +226%
RWP
762
RWA Wealth Partners
Massachusetts
$761K +$658K +19,310 +14,854%
DC
763
Davenport & Co
Virginia
$759K -$87.3K -2,560 -12%
FA
764
FDx Advisors
Illinois
$745K -$64.4K -1,890 -9%
MC
765
Miles Capital
Iowa
$744K -$4.77K -140 -0.7%
CAC
766
Certified Advisory Corp
Florida
$737K -$51.8K -1,520 -7%
TNAM
767
Terra Nova Asset Management
New York
$737K +$642K +18,830 New
HIMC
768
Heritage Investors Management Corp
Maryland
$732K -$20.5K -600 -3%
CAM
769
CenterStar Asset Management
Illinois
$732K – – –
VF
770
Virtu Financial
New York
$731K -$5.08M -149,060 -89%
LP
771
LMR Partners
United Kingdom
$731K -$1.97M -57,710 -76%
TCM
772
Telos Capital Management
California
$729K -$22.2K -650 -3%
LWM
773
Lyell Wealth Management
California
$725K -$80.8K -2,370 -11%
DC
774
DeDora Capital
California
$718K -$181K -5,310 -22%
APP
775
Avantax Planning Partners
Iowa
$714K -$52.2K -1,530 -8%
29 30
31
32 33