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Name Holding Trade Value Shares
Change 		Change in
Stake
JSC
2551
Jackson Square Capital
California
$46K +$44.5K +378 New
BAMG
2552
Brand Asset Management Group
Missouri
$45K – – –
BCM
2553
Birch Capital Management
Texas
$45K +$43.6K +370 New
CDIA
2554
Capital Directions Investment Advisors
Georgia
$42K – – –
CFG
2555
Capstone Financial Group
Oklahoma
$40K +$39.3K +334 New
SA
2556
SRH Advisors
Kansas
$39K -$58.9K -500 -60%
PW
2557
Price Wealth
Texas
$34K +$17.2K +146 +106%
CIAS
2558
CBIZ Investment Advisory Services
Ohio
$33K – – –
JPLA
2559
Joseph P. Lucia & Associates
New York
$32K – – –
MAM
2560
Marquette Asset Management
Minnesota
$32K – – –
TVWM
2561
Tower View Wealth Management
Wisconsin
$30K – – –
CCMW
2562
Cypress Capital Management (Wyoming)
Wyoming
$28K -$4.24K -36 -14%
RMA
2563
Roffman Miller Associates
Pennsylvania
$27K +$26.5K +225 New
AWMS
2564
Advocacy Wealth Management Services
Georgia
$26K -$589 -5 -2%
MIP
2565
Mondrian Investment Partners
United Kingdom
$25K – – –
SSWG
2566
Seven Springs Wealth Group
Tennessee
$25K +$24.4K +207 New
FWM
2567
Filbrandt Wealth Management
Wisconsin
$25K +$24.7K +210 New
CA
2568
Centerpoint Advisors
Massachusetts
$20K -$131K -1,114 -87%
JAM
2569
JCIC Asset Management
Ontario, Canada
$19K – – –
CH
2570
Canton Hathaway
Rhode Island
$18K – – –
MSFP
2571
Mark Sheptoff Financial Planning
Connecticut
$18K +$17.7K +150 New
CCM
2572
Cribstone Capital Management
Maine
$17K -$273K -2,315 -94%
SFM
2573
Systematic Financial Management
New Jersey
$17K -$111K -945 -87%
OAJ
2574
Ogorek Anthony Joseph
New York
$17K +$11.8K +100 +238%
BEI
2575
Benjamin Edwards Inc
Missouri
$16K – – –
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103
104 105