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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2101
Stuart Chaussee & Associates
California
$17K – – –
CIM
2102
Contravisory Investment Management
Massachusetts
$15K – – –
IP
2103
Isthmus Partners
Wisconsin
$15K – – –
LFASL
2104
Lugano Financial Advisors SA (LFA)
Switzerland
$14K +$13.1K +70 New
SMFG
2105
Sumitomo Mitsui Financial Group
Japan
$14K +$13.1K +70 New
SIAS
2106
Shine Investment Advisory Services
Colorado
$13K -$42.2K -226 -77%
CWM
2107
Cedar Wealth Management
California
$13K +$12.3K +66 New
NA
2108
NewEdge Advisors
Louisiana
$12.8K +$8.8M +47,102 +249%
LFG
2109
LifePlan Financial Group
Ohio
$12K – – –
FPB
2110
First PREMIER Bank
South Dakota
$11K – – –
OSAM
2111
O'Shaughnessy Asset Management
Connecticut
$11K +$560 +3 +6%
BCP
2112
Blackhawk Capital Partners
Wisconsin
$10K -$1.87K -10 -17%
OAJ
2113
Ogorek Anthony Joseph
New York
$10K – – –
WAS
2114
Winch Advisory Services
Wisconsin
$10K – – –
TJHA
2115
Thomas J. Herzfeld Advisors
Florida
$9K – – –
HIM
2116
Hillsdale Investment Management
Ontario, Canada
$8K -$1.87K -10 -20%
FMP
2117
Financial Management Professionals
Texas
$8K – – –
RWG
2118
Regal Wealth Group
California
$8K – – –
RVM
2119
Robinson Value Management
Texas
$6K +$5.98K +32 New
TAIM
2120
TD Ameritrade Investment Management
Nebraska
$6K +$5.98K +32 New
IUHSA
2121
Itau Unibanco Holding S.A.
Brazil
$5K -$286K -1,531 -98%
PGA
2122
Premia Global Advisors
Florida
$3K -$296K -1,583 -99%
OWA
2123
One Wealth Advisors
California
$3K -$2.8K -15 -47%
SA
2124
SRH Advisors
Kansas
$3K – – –
AFNAS
2125
American Financial Network Advisory Services
California
$2.63K -$747 -4 -1%
83 84
85
86 87