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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1876
Barnett & Company
Tennessee
$50K +$22.5K +500 +77%
BA
1877
Ballew Advisors
Mississippi
$48K +$49.4K +1,100 New
AWMS
1878
Advocacy Wealth Management Services
Georgia
$46K – – –
PO
1879
Private Ocean
California
$45K -$2.69K -60 -5%
RAM
1880
Riggs Asset Management
Pennsylvania
$45K – – –
SLF
1881
Sun Life Financial
Ontario, Canada
$43.9K -$1.44M -32,036 -94%
RBC
1882
Roble Belko & Company
Pennsylvania
$43K +$44.9K +1,000 New
EAM
1883
Exane Asset Management
France
$42.9K -$111K -2,465 -71%
JA
1884
JOYN Advisors
Georgia
$40K -$318K -7,075 -88%
MI
1885
Markston International
New York
$40K – – –
WAS
1886
Winch Advisory Services
Wisconsin
$38K – – –
FGC
1887
Financial Gravity Companies
Texas
$37K -$584 -13 -1%
FGAM
1888
Financial Gravity Asset Management
Texas
$37K +$39.6K +882 New
AA
1889
AlphaMark Advisors
Kentucky
$36K – – –
WAM
1890
Watermark Asset Management
California
$36K – – –
SPL
1891
Smart Portfolios LLC
Washington
$36K +$37.6K +836 New
SIA
1892
SeaBridge Investment Advisors
New Jersey
$35K – – –
SHJ
1893
Sharkey, Howes & Javer
Colorado
$34K – – –
IP
1894
Isthmus Partners
Wisconsin
$33K -$22.5K -500 -40%
HS
1895
Horan Securities
United States
$32K +$4.49K +100 +16%
CCA
1896
Clearwater Capital Advisors
Illinois
$30K +$31.4K +700 New
AS
1897
Altshuler Shaham
Israel
$29K +$11.1K +248 +60%
GTAM
1898
Global Trust Asset Management
Florida
$26K -$53.9K -1,200 -67%
CWM
1899
Cranbrook Wealth Management
Michigan
$26K – – –
HI
1900
Harrington Investments
California
$26K +$26.9K +600 New
74 75
76
77 78