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