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Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
1851
Financial Enhancement Group
Indiana
$65K +$67.7K +1,508 New
WCAMG
1852
Woodard & Company Asset Management Group
North Carolina
$64K -$3.28K -73 -5%
PWAG
1853
Polaris Wealth Advisory Group
California
$63K +$65.3K +1,454 New
SIS
1854
Sound Income Strategies
Florida
$61K +$5.39K +120 +9%
PS
1855
Portfolio Solutions
Michigan
$61K +$38.7K +862 +158%
BCI
1856
Brinker Capital Investments
Pennsylvania
$60K +$44.9K +1,000 +263%
LWA
1857
Lenox Wealth Advisors
New York
$58K – – –
ST
1858
Sageworth Trust
Pennsylvania
$58K – – –
CAM
1859
Close Asset Management
United Kingdom
$57K +$30.3K +675 +104%
TC
1860
Trilogy Capital
California
$57K +$59.1K +1,316 New
SQA
1861
Simon Quick Advisors
New Jersey
$56K -$12.1K -269 -17%
OBWP
1862
O'Brien Wealth Partners
Massachusetts
$56K +$58.4K +1,300 New
PCA
1863
Providence Capital Advisors
North Carolina
$55K -$22.5K -500 -28%
KAS
1864
Kemnay Advisory Services
New York
$54K – – –
AI
1865
ArchPoint Investors
Florida
$53K – – –
CA
1866
Centerpoint Advisors
Massachusetts
$53K +$29.7K +661 +119%
PC
1867
Permit Capital
Pennsylvania
$51K – – –
T2I
1868
Turim 21 Investimentos
Brazil
$51K – – –
LGWM
1869
Litman Gregory Wealth Management
California
$51K +$53.2K +1,185 New
VCM
1870
Vigilant Capital Management
Maine
$50K -$121K -2,698 -70%
AWM
1871
AllSquare Wealth Management
New York
$50K – – –
BC
1872
Barnett & Company
Tennessee
$50K +$22.5K +500 +77%
BA
1873
Ballew Advisors
Mississippi
$48K +$49.4K +1,100 New
AWMS
1874
Advocacy Wealth Management Services
Georgia
$46K – – –
PO
1875
Private Ocean
California
$45K -$2.69K -60 -5%
73 74
75
76 77