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Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
2976
WR Wealth Planners
Missouri
$53.4K +$331 +2 +0.5%
TCM
2977
Tradewinds Capital Management
Washington
$53K -$1.37M -8,304 -96%
RA
2978
Rational Advisors
New York
$53K +$6.28K +38 +12%
NC
2979
NewSquare Capital
Pennsylvania
$52K -$3.82M -23,112 -98%
CM
2980
Capula Management
Cayman Islands
$51K +$12.2K +74 +26%
CM
2981
Cornerstone Management
Georgia
$49.8K – – –
CDIA
2982
Capital Directions Investment Advisors
Georgia
$49K -$14.1K -85 -20%
JPLA
2983
Joseph P. Lucia & Associates
New York
$49K +$24.8K +150 +81%
RAM
2984
Riggs Asset Management
Pennsylvania
$47K -$33.1K -200 -38%
RA
2985
Rise Advisors
New York
$47K -$16.9K -102 -24%
NOI
2986
Newton One Investments
Delaware
$47K – – –
HC
2987
Hoese & Co
Minnesota
$46K -$33.1K -200 -39%
BCPWM
2988
Bradley & Co Private Wealth Management
Florida
$46K +$3.31K +20 +7%
WA
2989
Win Advisors
Florida
$46K +$19.8K +120 +61%
DCM
2990
Disciplina Capital Management
Tennessee
$44K +$331 +2 +0.7%
AWMS
2991
Advocacy Wealth Management Services
Georgia
$43K – – –
MWC
2992
MBM Wealth Consultants
Missouri
$43K – – –
CIA
2993
Capital Impact Advisors
Massachusetts
$42K -$216K -1,306 -82%
RBC
2994
Roble Belko & Company
Pennsylvania
$42K -$10.6K -64 -18%
WAM
2995
Worth Asset Management
Texas
$42K +$11.4K +69 +31%
FPFS
2996
First Personal Financial Services
North Carolina
$38K – – –
CWM
2997
CarsonAllaria Wealth Management
Illinois
$37K +$165 +1 +0.4%
SFG
2998
Steward Financial Group
Texas
$36K -$992 -6 -2%
CWA
2999
Carolina Wealth Advisors
South Carolina
$35K – – –
PFA
3000
Professional Financial Advisors
Nebraska
$35K – – –
118 119
120
121 122