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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1551
Hartford Financial Management
Connecticut
$7K – – –
RBC
1552
Roble Belko & Company
Pennsylvania
$7K – – –
CIM
1553
Contravisory Investment Management
Massachusetts
$7K +$6.53K +113 New
SLF
1554
Sun Life Financial
Ontario, Canada
$6.4K -$159K -2,745 -88%
EWM
1555
Edge Wealth Management
New York
$6K – – –
FA
1556
Fortis Advisors
Pennsylvania
$6K – – –
SIS
1557
Sound Income Strategies
Florida
$6K – – –
BWA
1558
BDO Wealth Advisors
Florida
$6K +$5.67K +98 New
PFA
1559
Pathway Financial Advisors
Vermont
$6K +$5.78K +100 New
FCAG
1560
First Capital Advisors Group
New Jersey
$6K +$6.47K +112 New
HCC
1561
Hirtle Callaghan & Co
Pennsylvania
$5K – – –
RWG
1562
Regal Wealth Group
California
$5K +$58 +1 +1%
MSFP
1563
Mark Sheptoff Financial Planning
Connecticut
$4K – – –
OWA
1564
One Wealth Advisors
California
$4K +$58 +1 +2%
CCA
1565
Clearwater Capital Advisors
Illinois
$3K +$2.6K +45 New
RA
1566
Rational Advisors
New York
$3K +$2.6K +45 New
SIAS
1567
Shine Investment Advisory Services
Colorado
$2K -$86K -1,487 -98%
FGC
1568
Financial Gravity Companies
Texas
$2K -$462 -8 -20%
PCFFS
1569
Pacific Center for Financial Services
California
$2K – – –
PVH
1570
Psagot Value Holdings
Israel
$2K – – –
WAM
1571
Watermark Asset Management
California
$2K – – –
FGAM
1572
Financial Gravity Asset Management
Texas
$2K +$1.91K +33 New
DAM
1573
Delta Asset Management
Tennessee
$2K +$2.43K +42 New
CA
1574
Centerpoint Advisors
Massachusetts
$1K – – –
WWM
1575
Willingdon Wealth Management
North Carolina
$1K – – –
61 62
63
64 65