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Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
3001
Maryland Capital Advisors
Maryland
$28K – – –
HS
3002
Horan Securities
United States
$27K +$965 +5 +3%
SCA
3003
Stuart Chaussee & Associates
California
$26K -$12.2K -63 -28%
UWM
3004
Urban Wealth Management
California
$26K +$31.6K +164 New
SL
3005
Savior LLC
Massachusetts
$24K -$57.9K -300 -67%
AWMS
3006
Advocacy Wealth Management Services
Georgia
$24K – – –
DI
3007
Disciplined Investments
Oklahoma
$24K +$5.4K +28 +23%
AWM
3008
Avondale Wealth Management
Texas
$24K +$28.9K +150 New
TCM
3009
Tradewinds Capital Management
Washington
$23K -$560K -2,901 -95%
CWM
3010
Cranbrook Wealth Management
Michigan
$23K – – –
DWA
3011
Delos Wealth Advisors
Texas
$23K – – –
NC
3012
NewSquare Capital
Pennsylvania
$23K – – –
AFG
3013
Albion Financial Group
Utah
$22K -$469K -2,429 -95%
BRWM
3014
B. Riley Wealth Management
Tennessee
$21.6K -$500K -2,592 -7%
DC
3015
Darrow Company
Massachusetts
$21K +$25.7K +133 New
DWP
3016
Destiny Wealth Partners
Florida
$20K -$279K -1,447 -92%
JAM
3017
JCIC Asset Management
Ontario, Canada
$19K -$4.48M -23,238 -99%
ACK
3018
Andrew C. Karlinski
$18K – – –
CWA
3019
Carolina Wealth Advisors
South Carolina
$18K – – –
BA
3020
Bellwether Advisors
Nebraska
$17K +$193 +1 +0.9%
FC
3021
Family CFO
California
$16.1K – – –
TWP
3022
TFO Wealth Partners
Ohio
$16K -$19.5K -101 -50%
OAJ
3023
Ogorek Anthony Joseph
New York
$16K -$19.1K -99 -49%
WAM
3024
Worth Asset Management
Texas
$16K -$4.24K -22 -18%
DWMG
3025
DB Wealth Management Group
California
$16K – – –
119 120
121
122 123