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Name Holding Trade Value Shares
Change 		Change in
Stake
BAMG
2551
Brand Asset Management Group
Missouri
$45K – – –
BCM
2552
Birch Capital Management
Texas
$45K +$43.6K +370 New
CDIA
2553
Capital Directions Investment Advisors
Georgia
$42K – – –
CFG
2554
Capstone Financial Group
Oklahoma
$40K +$39.3K +334 New
SA
2555
SRH Advisors
Kansas
$39K -$58.9K -500 -60%
PW
2556
Price Wealth
Texas
$34K +$17.2K +146 +106%
CIAS
2557
CBIZ Investment Advisory Services
Ohio
$33K – – –
JPLA
2558
Joseph P. Lucia & Associates
New York
$32K – – –
MAM
2559
Marquette Asset Management
Minnesota
$32K – – –
TVWM
2560
Tower View Wealth Management
Wisconsin
$30K – – –
CCMW
2561
Cypress Capital Management (Wyoming)
Wyoming
$28K -$4.24K -36 -14%
RMA
2562
Roffman Miller Associates
Pennsylvania
$27K +$26.5K +225 New
AWMS
2563
Advocacy Wealth Management Services
Georgia
$26K -$589 -5 -2%
MIP
2564
Mondrian Investment Partners
United Kingdom
$25K – – –
SSWG
2565
Seven Springs Wealth Group
Tennessee
$25K +$24.4K +207 New
FWM
2566
Filbrandt Wealth Management
Wisconsin
$25K +$24.7K +210 New
CA
2567
Centerpoint Advisors
Massachusetts
$20K -$131K -1,114 -87%
JAM
2568
JCIC Asset Management
Ontario, Canada
$19K – – –
CH
2569
Canton Hathaway
Rhode Island
$18K – – –
MSFP
2570
Mark Sheptoff Financial Planning
Connecticut
$18K +$17.7K +150 New
CCM
2571
Cribstone Capital Management
Maine
$17K -$273K -2,315 -94%
SFM
2572
Systematic Financial Management
New Jersey
$17K -$111K -945 -87%
OAJ
2573
Ogorek Anthony Joseph
New York
$17K +$11.8K +100 +238%
BEI
2574
Benjamin Edwards Inc
Missouri
$16K – – –
DTIM
2575
Danda Trouve Investment Management
Kansas
$16K +$16K +136 New
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