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Name Holding Trade Value Shares
Change 		Change in
Stake
MFWM
851
Motley Fool Wealth Management
Virginia
$696K +$604K +6,035 New
PCG
852
Prosperity Consulting Group
Maryland
$693K +$9K +90 +2%
BF
853
Brucke Financial
Indiana
$693K -$12.6K -126 -2%
NP
854
NorthRock Partners
Minnesota
$690K -$91.2K -912 -13%
BFM
855
Boothbay Fund Management
New York
$684K +$593K +5,928 New
MGWM
856
Marks Group Wealth Management
Minnesota
$682K -$3.7K -37 -0.6%
HSA
857
HBK Sorce Advisory
Pennsylvania
$682K +$300 +3 +0.1%
BCG
858
Breakwater Capital Group
New Jersey
$676K – – –
GCP
859
Gill Capital Partners
Colorado
$675K -$27.9K -279 -5%
TCM
860
Triumph Capital Management
Colorado
$674K +$20.7K +207 +4%
BC
861
Bridgefront Capital
Texas
$673K -$897K -8,970 -61%
LSPW
862
Lake Street Private Wealth
Illinois
$670K -$34.5K -345 -6%
TCPG
863
Trivant Custom Portfolio Group
California
$670K -$14.9K -149 -3%
PCA
864
Prosperity Capital Advisors
Ohio
$666K – – –
JIC
865
Johnson Investment Counsel
Ohio
$663K +$20.9K +209 +4%
GS
866
Gagnon Securities
New York
$658K +$25.5K +255 +5%
IHL
867
Investment House LLC
California
$653K +$6K +60 +1%
CRI
868
Colonial River Investments
Virginia
$652K +$567K +5,666 New
CP
869
Castleview Partners
Texas
$652K -$31K -310 -5%
LFG
870
Larson Financial Group
Missouri
$652K +$242K +2,423 +75%
PI
871
Pachira Investments
California
$650K +$16.6K +166 +3%
GWM
872
Geneos Wealth Management
Colorado
$647K +$66.3K +663 +13%
EFS
873
Essex Financial Services
Connecticut
$647K +$179K +1,794 +47%
PI
874
PineBridge Investments
New York
$646K -$161K -1,611 -28%
1WA
875
180 Wealth Advisors
Washington
$645K -$5.4K -54 -1%
33 34
35
36 37