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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2051
Stuart Chaussee & Associates
California
$100K – – –
SWMG
2052
Signature Wealth Management Group
Georgia
$100K +$93.3K +1,898 New
SQA
2053
Simon Quick Advisors
New Jersey
$99K -$224K -4,563 -71%
PFA
2054
Pathway Financial Advisors
Vermont
$94K +$87K +1,769 New
HFM
2055
Harvest Fund Management
China
$91K – – –
FFW
2056
Fusion Family Wealth
New York
$90K +$14.1K +286 +20%
CA
2057
Crewe Advisors
Utah
$88K +$81.5K +1,658 New
TA
2058
Townsend & Associates
Colorado
$86K +$79.9K +1,625 New
FGC
2059
Financial Gravity Companies
Texas
$81K +$73.7K +1,498 New
FFG
2060
Ford Financial Group
California
$80K +$75.8K +1,542 New
JAM
2061
Jolley Asset Management
North Carolina
$79K – – –
SP
2062
SWS Partners
Ohio
$78K +$72.3K +1,470 New
ABA
2063
American Beacon Advisors
Texas
$77K -$112K -2,270 -61%
MUS
2064
Mitsubishi UFJ Securities
Japan
$74K – – –
TC
2065
Trust Company
Kansas
$73K +$20.8K +422 +44%
TWMP
2066
Taylor Wealth Management Partners
Massachusetts
$69K -$33.2K -675 -34%
WCAMG
2067
Woodard & Company Asset Management Group
North Carolina
$66K +$62.3K +1,267 New
ACM
2068
Armbruster Capital Management
New York
$65K -$4.08K -83 -6%
MCM
2069
MV Capital Management
Maryland
$60K -$43.2K -879 -43%
RPG
2070
Risk Paradigm Group
Texas
$58.9K +$934 +19 +2%
LWM
2071
Lenox Wealth Management
Ohio
$58K +$21.4K +435 +66%
NCM
2072
New Capital Management
Texas
$57K +$98 +2 +0.2%
SIAS
2073
Shine Investment Advisory Services
Colorado
$54K -$82.4K -1,676 -62%
SHJ
2074
Sharkey, Howes & Javer
Colorado
$52K – – –
HFP
2075
Holistic Financial Partners
Indiana
$51K +$47.3K +961 New
81 82
83
84 85