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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2501
Orion Capital Management
California
$54K – – –
GC
2502
Grace Capital
Massachusetts
$52K – – –
VC
2503
Vestor Capital
Illinois
$51K – – –
CIAS
2504
CBIZ Investment Advisory Services
Ohio
$50K – – –
WCM
2505
Wealthcare Capital Management
Virginia
$50K +$46.2K +473 New
ADIM
2506
Alpha DNA Investment Management
Maryland
$45K +$5.66K +58 +16%
CAL
2507
Capital Advisors Ltd
Ohio
$42K – – –
PCC
2508
Park Circle Company
Maryland
$42K – – –
HI
2509
Hoey Investments
Pennsylvania
$37K +$34.2K +350 New
HIM
2510
Hillsdale Investment Management
Ontario, Canada
$34K – – –
RAM
2511
Riggs Asset Management
Pennsylvania
$34K – – –
TCWM
2512
Total Clarity Wealth Management
Illinois
$34K +$32K +328 New
EWA
2513
Evolution Wealth Advisors
Florida
$32K – – –
RTC
2514
Riverview Trust Company
Washington
$32K – – –
CQS
2515
Credential Qtrade Securities
$31.2K – – –
JPLA
2516
Joseph P. Lucia & Associates
New York
$31K -$3.91K -40 -12%
MWC
2517
MBM Wealth Consultants
Missouri
$31K – – –
BCPWM
2518
Bradley & Co Private Wealth Management
Florida
$31K +$29.3K +300 New
RA
2519
Resolute Advisors
California
$27K +$39.6K +406 New
DCM
2520
Disciplina Capital Management
Tennessee
$26.8K +$25K +256 New
CPWM
2521
Cypress Point Wealth Management
Texas
$26K -$236K -2,420 -91%
CWA
2522
Carolina Wealth Advisors
South Carolina
$25K -$3.42K -35 -13%
EAM
2523
Eukles Asset Management
Ohio
$25K +$5.08K +52 +27%
GIA
2524
Goodwin Investment Advisory
Georgia
$24K +$22.7K +232 New
FA
2525
Financial Avengers
California
$23K +$293 +3 +1%
99 100
101
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