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Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
2176
Mark Sheptoff Financial Planning
Connecticut
$44K – – –
SIS
2177
Sound Income Strategies
Florida
$44K +$45.9K +387 New
PG
2178
PEAK6 Group
Illinois
$43K +$40.3K +340 New
RBC
2179
Roble Belko & Company
Pennsylvania
$40K – – –
WAS
2180
WESPAC Advisors SoCal
California
$36K – – –
PS
2181
Portfolio Strategies
New York
$36K +$34.3K +289 New
SFPIA
2182
Stevens First Principles Investment Advisors
California
$32K – – –
BGC
2183
Blue Granite Capital
South Carolina
$31K -$1.23M -10,349 -98%
TVWM
2184
Tower View Wealth Management
Wisconsin
$31K +$29.1K +245 New
AWMS
2185
Advocacy Wealth Management Services
Georgia
$30K -$8.89K -75 -24%
APSP
2186
Asset Planning Services (Pennsylvania)
Pennsylvania
$30K +$237 +2 +0.8%
FA
2187
Fortis Advisors
Pennsylvania
$27K +$237 +2 +0.9%
LYV
2188
Live Your Vision
Pennsylvania
$26K – – –
PS
2189
Portfolio Solutions
Michigan
$26K – – –
TWMP
2190
Taylor Wealth Management Partners
Massachusetts
$25K – – –
SP
2191
SWS Partners
Ohio
$24K +$22.4K +189 New
LGWM
2192
Litman Gregory Wealth Management
California
$22K -$59.3K -500 -74%
TODC
2193
Trustees of Dartmouth College
New Hampshire
$21K +$19.6K +165 New
CFG
2194
CKW Financial Group
Hawaii
$20K +$119 +1 +0.6%
HS
2195
Horan Securities
United States
$19K – – –
TA
2196
Townsend & Associates
Colorado
$18K +$17.1K +144 New
OWA
2197
One Wealth Advisors
California
$17K +$15.9K +134 New
IF
2198
Ironwood Financial
Arizona
$16K -$28.6K -241 -65%
BCM
2199
Brasada Capital Management
Texas
$16K +$14.8K +125 New
TG
2200
TLP Group
Illinois
$12K -$4.15K -35 -27%
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