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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2051
Crewe Advisors
Utah
$73K -$6.73K -134 -8%
LWS
2052
Lucia Wealth Services
California
$68K +$71.2K +1,416 New
MUS
2053
Mitsubishi UFJ Securities
Japan
$67K – – –
PVH
2054
Psagot Value Holdings
Israel
$65K +$68.3K +1,360 New
FEG
2055
Financial Enhancement Group
Indiana
$65K +$68.8K +1,369 New
SP
2056
SWS Partners
Ohio
$64K -$5.73K -114 -8%
LFG
2057
LifePlan Financial Group
Ohio
$64K +$67.6K +1,345 New
MFT
2058
Moisand Fitzgerald Tamayo
Florida
$63K +$25.5K +508 +63%
LGWM
2059
Litman Gregory Wealth Management
California
$61K +$64.1K +1,275 New
ACM
2060
Armbruster Capital Management
New York
$59K -$201 -4 -0.3%
BBA
2061
Braun-Bostich & Associates
Pennsylvania
$58K -$104K -2,077 -63%
SMFG
2062
Sumitomo Mitsui Financial Group
Japan
$57K +$60.3K +1,200 New
WA
2063
WealthTrust-Arizona
Arizona
$55K +$14.9K +296 +35%
CIM
2064
Corbyn Investment Management
Maryland
$54K +$56.5K +1,125 New
SLF
2065
Sun Life Financial
Ontario, Canada
$52.3K -$2.44M -48,455 -95%
NCM
2066
New Capital Management
Texas
$51K +$101 +2 +0.2%
RPG
2067
Risk Paradigm Group
Texas
$50.5K -$2.92K -58 -5%
TRCT
2068
Tower Research Capital (TRC)
New York
$50K -$803K -15,971 -94%
LWM
2069
Lenox Wealth Management
Ohio
$50K -$1.81K -36 -3%
MCM
2070
MV Capital Management
Maryland
$49K -$6.28K -125 -11%
SIAS
2071
Shine Investment Advisory Services
Colorado
$49K – – –
TWMP
2072
Taylor Wealth Management Partners
Massachusetts
$48K -$15.1K -300 -23%
SHJ
2073
Sharkey, Howes & Javer
Colorado
$47K – – –
HFP
2074
Holistic Financial Partners
Indiana
$46K +$553 +11 +1%
WF
2075
WealthTrust Fairport
Ohio
$45K +$47.3K +942 New
81 82
83
84 85