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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
801
Capital Wealth Planning
Florida
$680K +$40.6K +1,370 +7%
NL
802
NWAM LLC
Washington
$680K +$55.4K +1,870 +10%
DLG
803
Daniel L. Goodwin
$679K – – –
CF
804
Centaurus Financial
California
$677K -$701K -23,640 -53%
ACP
805
Ashfield Capital Partners
California
$675K -$1.36M -45,960 -69%
CG
806
Caprock Group
Idaho
$675K -$8.89K -300 -1%
BA
807
Bristlecone Advisors
Washington
$675K +$79.5K +2,680 +15%
OPS
808
Orion Portfolio Solutions
Nebraska
$674K +$618K +20,830 New
MC
809
Mathes Company
New York
$671K – – –
LOAMS
810
Lombard Odier Asset Management (Switzerland)
Switzerland
$671K +$75K +2,530 +14%
SWRP
811
Summit Wealth & Retirement Planning
California
$666K +$610K +20,590 New
AC
812
Avestar Capital
New York
$661K -$98.4K -3,320 -14%
RCG
813
Rock Creek Group
District of Columbia
$660K -$2.78M -93,780 -82%
TI
814
Truepoint Inc
Ohio
$659K +$1.48K +50 +0.2%
IIA
815
IPG Investment Advisors
California
$659K -$332K -11,200 -35%
HWMG
816
Hurlow Wealth Management Group
Indiana
$655K +$593 +20 +0.1%
AA
817
Apriem Advisors
California
$650K -$27.9K -940 -4%
NICM
818
Neo Ivy Capital Management
New York
$648K +$525K +17,720 +770%
MCCP
819
Mission Creek Capital Partners
California
$648K +$594K +20,030 New
SAM
820
Silphium Asset Management
United Kingdom
$647K -$1.78M -60,000 -75%
FFN
821
Focus Financial Network
Minnesota
$646K +$11.9K +400 +2%
AC
822
Arjuna Capital
North Carolina
$645K +$191K +6,450 +48%
FCM
823
Fortis Capital Management
Washington
$643K +$589K +19,880 New
APP
824
Avantax Planning Partners
Iowa
$632K -$135K -4,540 -19%
ASN
825
Advisory Services Network
Georgia
$623K -$1.66M -55,860 -74%
31 32
33
34 35