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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2976
Centerpoint Advisors
Massachusetts
$56K – – –
CQS
2977
Credential Qtrade Securities
$54.4K +$12.9K +78 +26%
WWP
2978
WR Wealth Planners
Missouri
$53.4K +$331 +2 +0.5%
TCM
2979
Tradewinds Capital Management
Washington
$53K -$1.37M -8,304 -96%
RA
2980
Rational Advisors
New York
$53K +$6.28K +38 +12%
NC
2981
NewSquare Capital
Pennsylvania
$52K -$3.82M -23,112 -98%
CM
2982
Capula Management
Cayman Islands
$51K +$12.2K +74 +26%
CM
2983
Cornerstone Management
Georgia
$49.8K – – –
CDIA
2984
Capital Directions Investment Advisors
Georgia
$49K -$14.1K -85 -20%
JPLA
2985
Joseph P. Lucia & Associates
New York
$49K +$24.8K +150 +81%
RAM
2986
Riggs Asset Management
Pennsylvania
$47K -$33.1K -200 -38%
RA
2987
Rise Advisors
New York
$47K -$16.9K -102 -24%
NOI
2988
Newton One Investments
Delaware
$47K – – –
HC
2989
Hoese & Co
Minnesota
$46K -$33.1K -200 -39%
BCPWM
2990
Bradley & Co Private Wealth Management
Florida
$46K +$3.31K +20 +7%
WA
2991
Win Advisors
Florida
$46K +$19.8K +120 +61%
DCM
2992
Disciplina Capital Management
Tennessee
$44K +$331 +2 +0.7%
AWMS
2993
Advocacy Wealth Management Services
Georgia
$43K – – –
MWC
2994
MBM Wealth Consultants
Missouri
$43K – – –
CIA
2995
Capital Impact Advisors
Massachusetts
$42K -$216K -1,306 -82%
RBC
2996
Roble Belko & Company
Pennsylvania
$42K -$10.6K -64 -18%
WAM
2997
Worth Asset Management
Texas
$42K +$11.4K +69 +31%
FPFS
2998
First Personal Financial Services
North Carolina
$38K – – –
CWM
2999
CarsonAllaria Wealth Management
Illinois
$37K +$165 +1 +0.4%
SFG
3000
Steward Financial Group
Texas
$36K -$992 -6 -2%
118 119
120
121 122