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Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
2176
Financial Gravity Asset Management
Texas
$43K +$40.6K +340 New
CWM
2177
Cedar Wealth Management
California
$41K – – –
MSFP
2178
Mark Sheptoff Financial Planning
Connecticut
$40K – – –
HH
2179
HWG Holdings
Texas
$39K -$868K -7,263 -96%
ML
2180
McAdam LLC
Pennsylvania
$38K +$39.9K +334 New
DSI
2181
Daiwa SB Investments
Japan
$36K -$265K -2,220 -87%
PS
2182
Portfolio Strategies
New York
$33K – – –
SFPIA
2183
Stevens First Principles Investment Advisors
California
$29K – – –
AP
2184
Arlington Partners
Alabama
$29K +$30.2K +253 New
AWMS
2185
Advocacy Wealth Management Services
Georgia
$28K – – –
TVWM
2186
Tower View Wealth Management
Wisconsin
$28K – – –
OSAM
2187
O'Shaughnessy Asset Management
Connecticut
$28K +$29.3K +245 New
APSP
2188
Asset Planning Services (Pennsylvania)
Pennsylvania
$27K +$359 +3 +1%
PS
2189
Portfolio Solutions
Michigan
$27K +$2.99K +25 +12%
LYV
2190
Live Your Vision
Pennsylvania
$25K – – –
TWMP
2191
Taylor Wealth Management Partners
Massachusetts
$23K – – –
HS
2192
Horan Securities
United States
$23K +$5.98K +50 +36%
WAS
2193
WESPAC Advisors SoCal
California
$22K -$12K -100 -34%
CFC
2194
Coyle Financial Counsel
Illinois
$21K +$21.8K +182 New
CAM
2195
CenterStar Asset Management
Illinois
$20K – – –
FMA
2196
FNY Managed Accounts
New York
$20K +$19.1K +160 +842%
BCP
2197
Blackhawk Capital Partners
Wisconsin
$20K +$20.9K +175 New
SLF
2198
Sun Life Financial
Ontario, Canada
$19.6K -$1.93M -16,186 -88%
CFG
2199
CKW Financial Group
Hawaii
$19K +$1.55K +13 +8%
TA
2200
Townsend & Associates
Colorado
$17K +$120 +1 +0.7%
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