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Name Holding Trade Value Shares
Change 		Change in
Stake
1CP
2801
17 Capital Partners
Arizona
$360K – – –
HFP
2802
Holistic Financial Partners
Indiana
$360K +$8.06K +39 +2%
MWM
2803
Merriman Wealth Management
Washington
$360K +$14.3K +69 +4%
TFA
2804
Tranquilli Financial Advisor
New Jersey
$360K +$18.6K +90 +5%
EA
2805
Emerald Advisors
Washington
$359K -$29.3K -142 -7%
CCB
2806
Cutter & Co Brokerage
Missouri
$358K -$45.3K -219 -11%
KFI
2807
Key Financial Inc
Pennsylvania
$357K -$10.3K -50 -3%
FCIM
2808
Fairview Capital Investment Management
California
$356K – – –
FH
2809
FWG Holdings
Florida
$354K -$16.5K -80 -4%
AIM
2810
Axiom Investment Management
New York
$354K -$1.45K -7 -0.4%
OBWG
2811
Onyx Bridge Wealth Group
New York
$354K +$15.7K +76 +5%
CBA
2812
Coastal Bridge Advisors
Connecticut
$354K +$81.8K +396 +28%
SIM
2813
Studio Investment Management
Illinois
$354K +$371K +1,796 New
GCMG
2814
Gyroscope Capital Management Group
Florida
$354K +$372K +1,800 New
CIA
2815
Caerus Investment Advisors
Texas
$352K +$103K +500 +39%
RFN
2816
Redwood Financial Network
Ohio
$351K -$8.68K -42 -2%
DPI
2817
Diversified Portfolios Inc
Michigan
$350K -$279K -1,349 -43%
CTFG
2818
Capstone Triton Financial Group
Oklahoma
$350K -$42K -203 -11%
B
2819
Bridgeworth
Alabama
$350K +$3.72K +18 +1%
AFS
2820
Annapolis Financial Services
Maryland
$348K – – –
PCI
2821
Planning Center Inc
Illinois
$347K +$65.7K +318 +23%
SG
2822
Swarthmore Group
Pennsylvania
$346K -$5.72M -27,668 -94%
CG
2823
Carmignac Gestion
France
$346K – – –
WAM
2824
Worth Asset Management
Texas
$345K -$25.6K -124 -7%
SPWG
2825
Sage Private Wealth Group
Illinois
$345K -$22.9K -111 -6%
111 112
113
114 115