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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1926
Orrstown Financial Services
Pennsylvania
$45K – – –
HFM
1927
Harvest Fund Management
China
$43K +$44.9K +297 New
MSFP
1928
Mark Sheptoff Financial Planning
Connecticut
$41K – – –
MIFH
1929
Migdal Insurance & Financial Holdings
Israel
$39K +$8.47K +56 +27%
MIM
1930
Macroview Investment Management
Maryland
$38K +$37.4K +247 +1,544%
BA
1931
Ballew Advisors
Mississippi
$37K +$38K +251 New
WAS
1932
WESPAC Advisors SoCal
California
$36K -$66.9K -442 -64%
WAM
1933
Watermark Asset Management
California
$36K +$303 +2 +0.8%
SWP
1934
Strategic Wealth Partners
Ohio
$33K +$7.11K +47 +26%
RFWA
1935
RPg Family Wealth Advisory
Massachusetts
$31.6K +$8.78K +58 +37%
IAS
1936
INR Advisory Services
Pennsylvania
$30K – – –
VEA
1937
Virtus ETF Advisers
New York
$29K +$29.5K +195 New
ME
1938
McIlrath & Eck
Washington
$27K -$4.84K -32 -15%
PA
1939
Perennial Advisors
New York
$27K – – –
RWG
1940
Regal Wealth Group
California
$27K – – –
Loomis, Sayles & Company
1941
Loomis, Sayles & Company
Massachusetts
$27K +$27.4K +181 New
GWA
1942
Guidant Wealth Advisors
Illinois
$25K +$1.97K +13 +8%
SAM
1943
Shamrock Asset Management
Texas
$23K – – –
SIS
1944
Sound Income Strategies
Florida
$23K +$3.48K +23 +17%
HCM
1945
Horrell Capital Management
Arkansas
$21K – – –
ACA
1946
Atlas Capital Advisors
Wyoming
$19.8K +$20.4K +135 New
NCM
1947
New Capital Management
Texas
$18K +$32.1K +212 +79%
BCA
1948
Bray Capital Advisors
Florida
$17K +$17.6K +116 New
WA
1949
WealthTrust-Arizona
Arizona
$16K +$151 +1 +0.9%
SLF
1950
Sun Life Financial
Ontario, Canada
$15.2K -$1.7M -11,223 -82%