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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1901
WealthTrust-Arizona
Arizona
$54K +$3.48K +47 +6%
TI
1902
Truepoint Inc
Ohio
$53.2K -$787K -10,623 -99%
MIFH
1903
Migdal Insurance & Financial Holdings
Israel
$53K +$43.5K +587 +256%
SIS
1904
Sound Income Strategies
Florida
$51K +$8.96K +121 +18%
SPL
1905
Smart Portfolios LLC
Washington
$51K +$57.9K +782 New
SQA
1906
Simon Quick Advisors
New Jersey
$48K -$135K -1,820 -71%
PWM
1907
Perigon Wealth Management
California
$46K -$313K -4,231 -86%
TAM
1908
Trust Asset Management
Texas
$46K – – –
FFW
1909
Fusion Family Wealth
New York
$44K +$3.19K +43 +7%
PS
1910
Portfolio Solutions
Michigan
$44K +$12.8K +173 +34%
CCA
1911
Clearwater Capital Advisors
Illinois
$44K +$50.4K +680 New
RFWA
1912
RPg Family Wealth Advisory
Massachusetts
$43.3K -$22.8K -308 -31%
SMFG
1913
Sumitomo Mitsui Financial Group
Japan
$43K +$49K +662 New
FEG
1914
Financial Enhancement Group
Indiana
$43K +$49.9K +673 New
OPWM
1915
Oak Point Wealth Management
Michigan
$42K -$147K -1,978 -75%
HCM
1916
Horrell Capital Management
Arkansas
$40K – – –
TA
1917
Townsend & Associates
Colorado
$40K +$15.5K +209 +51%
SA
1918
SRH Advisors
Kansas
$40K +$21.2K +286 +85%
BC
1919
Barnett & Company
Tennessee
$40K +$46.4K +626 New
PW
1920
Price Wealth
Texas
$39K +$6.37K +86 +16%
LFG
1921
LifePlan Financial Group
Ohio
$38K -$300K -4,048 -87%
TJHA
1922
Thomas J. Herzfeld Advisors
Florida
$36K -$6.67K -90 -14%
PS
1923
Portfolio Strategies
New York
$35K +$26.8K +362 +199%
PWAG
1924
Polaris Wealth Advisory Group
California
$35K +$40.1K +541 New
OGC
1925
Oak Grove Capital
New Hampshire
$34K +$38.7K +522 New
75 76
77
78 79