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Name Holding Trade Value Shares
Change 		Change in
Stake
HR
1451
Howe & Rusling
New York
$17K – – –
SFPM
1452
Sensible Financial Planning & Management
Massachusetts
$17K +$15.8K +500 New
CCS
1453
Crosspoint Capital Strategies
California
$16K -$29.6K -940 -48%
FMP
1454
Financial Management Professionals
Texas
$16K – – –
HCM
1455
Horrell Capital Management
Arkansas
$16K – – –
LWA
1456
Lowe Wealth Advisors
Maryland
$16K – – –
NC
1457
NewSquare Capital
Pennsylvania
$14K – – –
CFS
1458
Commonwealth Financial Services
West Virginia
$14K +$12.6K +400 New
PG
1459
Patten Group
Tennessee
$10.1K – – –
TWMP
1460
Taylor Wealth Management Partners
Massachusetts
$10K – – –
EWM
1461
Endurance Wealth Management
Rhode Island
$9K – – –
PRS
1462
Pinkerton Retirement Specialists
Idaho
$9K – – –
MJRIC
1463
Mogy Joel R Investment Counsel
California
$7.68K -$6.18M -195,980 -90%
MS
1464
Marshall & Sullivan
Washington
$7K – – –
M
1465
MOTCO
Texas
$7K – – –
AWMS
1466
Advocacy Wealth Management Services
Georgia
$7K +$6.3K +200 New
BCI
1467
Brinker Capital Investments
Pennsylvania
$7K +$6.3K +200 +1,000%
RWM
1468
Raffa Wealth Management
District of Columbia
$5.41K – – –
BCFS
1469
Butensky & Cohen Financial Security
Florida
$5K – – –
IAS
1470
INR Advisory Services
Pennsylvania
$5K +$5.04K +160 New
RWM
1471
RKL Wealth Management
Pennsylvania
$3.92K +$3.63M +115,260 New
DRS
1472
Deane Retirement Strategies
Louisiana
$3K – – –
CIM
1473
Contravisory Investment Management
Massachusetts
$3K +$2.52K +80 New
RBC
1474
Roble Belko & Company
Pennsylvania
$3K +$3.15K +100 New
MC
1475
Maplelane Capital
New York
$1K -$164M -5,200,000 -100%
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