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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2051
Stuart Chaussee & Associates
California
$15K – – –
AA
2052
AlphaMark Advisors
Kentucky
$14K – – –
EWM
2053
Edge Wealth Management
New York
$14K – – –
GWA
2054
Guidant Wealth Advisors
Illinois
$14K +$2.67K +22 +22%
KTC
2055
Kistler-Tiffany Companies
Pennsylvania
$12K – – –
TJHA
2056
Thomas J. Herzfeld Advisors
Florida
$11K +$1.82K +15 +19%
SIAP
2057
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K +$242 +2 +1%
VNA
2058
Valley National Advisers
Pennsylvania
$8K +$2.18K +18 +36%
CAGAS
2059
Capital Advisory Group Advisory Services
Minnesota
$8K +$7.76K +64 New
SIS
2060
Sound Income Strategies
Florida
$7K -$3.88K -32 -34%
FMP
2061
Financial Management Professionals
Texas
$7K – – –
DWA
2062
Divergent Wealth Advisors
Utah
$7K +$6.67K +55 New
AP
2063
Arlington Partners
Alabama
$7K +$7.27K +60 New
MFT
2064
Moisand Fitzgerald Tamayo
Florida
$6K – – –
KCPG
2065
Kavar Capital Partners Group
Kansas
$6K +$6.06K +50 New
SHJ
2066
Sharkey, Howes & Javer
Colorado
$5K – – –
LFG
2067
LifePlan Financial Group
Ohio
$5K +$5.21K +43 New
MIM
2068
Macroview Investment Management
Maryland
$4K +$4K +33 New
OBWP
2069
O'Brien Wealth Partners
Massachusetts
$4K +$4.24K +35 New
RFM
2070
Royal Fund Management
Florida
$3K -$10.3K -85 -74%
HWM
2071
Holloway Wealth Management
Florida
$3K – – –
SMG
2072
Spectrum Management Group
Indiana
$3K – – –
SA
2073
SRH Advisors
Kansas
$3K – – –
OSAM
2074
O'Shaughnessy Asset Management
Connecticut
$3K +$2.54K +21 New
TI
2075
Truepoint Inc
Ohio
$2.55K +$37K +305 New
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