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Name Holding Trade Value Shares
Change 		Change in
Stake
JIR
2701
James Investment Research
Ohio
$15K +$13.9K +233 New
AWMS
2702
Advocacy Wealth Management Services
Georgia
$14K -$596 -10 -4%
FPW
2703
Flagship Private Wealth
Massachusetts
$13.4K – – –
CP
2704
Corbenic Partners
Pennsylvania
$13K – – –
SFPG
2705
Stonebridge Financial Planning Group
Florida
$13K – – –
TVWM
2706
Tower View Wealth Management
Wisconsin
$13K +$11.9K +200 New
BA
2707
Bellwether Advisors
Nebraska
$12K +$9.77K +164 +656%
FP
2708
Fiduciary Planning
Florida
$11K +$60 +1 +0.6%
CWAF
2709
Core Wealth Advisors (Florida)
Florida
$9K – – –
CAM
2710
Costello Asset Management
Pennsylvania
$9K – – –
HC
2711
Hoese & Co
Minnesota
$9K +$7.99K +134 New
FA
2712
Financial Advantage
Maryland
$6K – – –
MAM
2713
Marquette Asset Management
Minnesota
$6K +$5.96K +100 New
BEI
2714
Benjamin Edwards Inc
Missouri
$5K – – –
LWA
2715
Lowe Wealth Advisors
Maryland
$5K +$4.47K +75 New
AWM
2716
Activest Wealth Management
Florida
$5K +$4.71K +79 New
LAS
2717
Lloyd Advisory Services
Georgia
$4K +$60 +1 +1%
MIM
2718
Macroview Investment Management
Maryland
$4K +$3.63K +61 New
SFMG
2719
Sage Financial Management Group
Virginia
$4K +$4.05K +68 New
PLU
2720
Performa Ltd (US)
South Carolina
$3K -$2.98K -50 -50%
DOA
2721
D'Orazio & Associates
Virginia
$2K -$53.3K -894 -97%
HFS
2722
Horizon Financial Services
North Carolina
$2K – – –
HWM
2723
HighMark Wealth Management
Minnesota
$2K +$1.97K +33 New
UFF
2724
USA Financial Formulas
Michigan
$1K -$4.17K -70 -80%
TFA
2725
Transamerica Financial Advisors
Florida
$1K -$60 -1 -8%
107 108
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