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Name Holding Trade Value Shares
Change 		Change in
Stake
SFFS
2051
Stonehage Fleming Financial Services
Jersey
$78K – – –
FEG
2052
Financial Enhancement Group
Indiana
$76K – – –
CI
2053
CX Institutional
Indiana
$76K +$72.8K +390 New
HS
2054
Horan Securities
United States
$75K – – –
TDC
2055
Thompson Davis & Co
Virginia
$73K – – –
NC
2056
NewSquare Capital
Pennsylvania
$67K -$54.9K -294 -47%
PS
2057
Portfolio Strategies
New York
$67K +$187 +1 +0.3%
PCM
2058
Peak Capital Management
Colorado
$61K +$58.5K +313 New
APSP
2059
Asset Planning Services (Pennsylvania)
Pennsylvania
$60K -$74.7K -400 -56%
RBC
2060
Roble Belko & Company
Pennsylvania
$60K – – –
WC
2061
Whitney & Co
New York
$59K -$18.7K -100 -25%
BCM
2062
Blume Capital Management
California
$59K – – –
RWM
2063
Raffa Wealth Management
District of Columbia
$58.9K – – –
CA
2064
Crewe Advisors
Utah
$58K -$4.11K -22 -7%
AWM
2065
Avondale Wealth Management
Texas
$58K – – –
SWP
2066
Strategic Wealth Partners
Ohio
$58K +$29.3K +157 +111%
LWA
2067
Lowe Wealth Advisors
Maryland
$57K – – –
FA
2068
Fortis Advisors
Pennsylvania
$57K +$374 +2 +0.7%
FFW
2069
Fusion Family Wealth
New York
$55K +$10.6K +57 +25%
JIR
2070
James Investment Research
Ohio
$54K – – –
CMBA
2071
C.M. Bidwell & Associates
Hawaii
$50K -$2.8K -15 -6%
SFPIA
2072
Stevens First Principles Investment Advisors
California
$50K – – –
CJA
2073
C-J Advisory
California
$49K – – –
DOA
2074
D'Orazio & Associates
Virginia
$49K – – –
GWA
2075
Guidant Wealth Advisors
Illinois
$47K – – –
81 82
83
84 85