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Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
851
Moneta Group Investment Advisors
Missouri
$900K +$100K +849 +16%
SOADOR
852
State of Alaska Department of Revenue
Alaska
$900K +$179K +1,515 +32%
FGA
853
Fortis Group Advisors
New Jersey
$899K +$743K +6,294 New
PCP
854
Proficio Capital Partners
Massachusetts
$898K +$47.5K +402 +7%
CAI
855
Capital Advisors Inc
Oklahoma
$891K +$98.5K +834 +15%
PFGIA
856
Patriot Financial Group Insurance Agency
Massachusetts
$879K +$299K +2,535 +70%
MA
857
MONECO Advisors
Connecticut
$876K +$292K +2,469 +67%
PFS
858
Physicians Financial Services
North Carolina
$875K +$324K +2,745 +81%
BC
859
Belmont Capital
California
$873K – – –
CWC
860
Carolinas Wealth Consulting
North Carolina
$864K +$15.9K +135 +2%
BPC
861
Banque Pictet & Cie
Switzerland
$864K +$714K +6,045 New
IHL
862
Investment House LLC
California
$858K – – –
KLI
863
Kelman-Lazarov Inc
Tennessee
$858K – – –
PAM
864
Pinpoint Asset Management
Hong Kong
$858K +$708K +6,000 New
WCM
865
WealthBridge Capital Management
Ohio
$857K -$130K -1,101 -16%
RFA
866
Reilly Financial Advisors
California
$852K -$70.1K -594 -9%
CA
867
Continuum Advisory
Idaho
$845K -$843K -7,140 -56%
RG
868
Rikoon Group
New Mexico
$841K +$260K +2,205 +60%
PP
869
Paloma Partners
Connecticut
$838K -$12.5M -106,197 -95%
CPA
870
Capital Planning Advisors
California
$835K +$66.2K +561 +11%
PIM
871
Profit Investment Management
Maryland
$833K -$193K -1,632 -22%
CWG
872
Cornerstone Wealth Group
North Carolina
$832K +$31.9K +270 +5%
NG
873
Northstar Group
New York
$828K -$31.9K -270 -4%
TW
874
TrinityPoint Wealth
Connecticut
$825K +$180K +1,524 +36%
CC
875
Callan Capital
California
$823K -$559K -4,731 -45%
33 34
35
36 37