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Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
1601
Simon Quick Advisors
New Jersey
$17K +$15.1K +257 New
AA
1602
AlphaMark Advisors
Kentucky
$16K – – –
SIAS
1603
Shine Investment Advisory Services
Colorado
$16K +$1.18K +20 +9%
AC
1604
Asio Capital
Kentucky
$16K +$14.7K +250 New
ST
1605
Sageworth Trust
Pennsylvania
$16K +$14.7K +250 New
SL
1606
Savior LLC
Massachusetts
$15K +$13.3K +227 New
SGAM
1607
Smith Group Asset Management
Texas
$14K +$588 +10 +5%
LS
1608
Leelyn Smith
Illinois
$14K +$12.8K +218 New
AP
1609
Arlington Partners
Alabama
$13K – – –
BWL
1610
Bogart Wealth LLC
Virginia
$13K – – –
BAMG
1611
Brand Asset Management Group
Missouri
$13K – – –
MSFP
1612
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
NCM
1613
New Capital Management
Texas
$13K – – –
BAM
1614
Bellevue Asset Management
Washington
$13K +$11.8K +200 New
HWM
1615
HighMark Wealth Management
Minnesota
$13K +$12.5K +213 New
FNBOSM
1616
First National Bank of South Miami
Florida
$12K – – –
APWM
1617
Atlas Private Wealth Management
New York
$12K +$10.9K +185 New
EI
1618
Ellevest Inc
New York
$11K -$3.65K -62 -27%
LFG
1619
LifePlan Financial Group
Ohio
$10K -$17.6K -300 -66%
HH
1620
HWG Holdings
Texas
$10K -$118 -2 -1%
LWM
1621
Lenox Wealth Management
Ohio
$10K – – –
WWM
1622
Willingdon Wealth Management
North Carolina
$10K +$235 +4 +3%
PCA
1623
Providence Capital Advisors
North Carolina
$10K +$5.88K +100 +172%
UOTTAIMCU
1624
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$10K +$8.82K +150 New
ARIS
1625
Advanced Research Investment Solutions
California
$9.56K +$8.64K +147 New
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