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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
3401
Wealthcare Capital Management
Virginia
$176K +$82.1K +559 +101%
MCAI
3402
Members Capital Advisors Inc
Wisconsin
$166K +$155K +1,055 New
PCM
3403
Pinz Capital Management
New York
$158K +$147K +1,000 New
DI
3404
Disciplined Investments
Oklahoma
$157K +$146K +997 New
GCM
3405
Grisanti Capital Management
New York
$150K – – –
BC
3406
Barnett & Company
Tennessee
$149K +$53.5K +364 +63%
AFS
3407
Aft Forsyth & Sober
Florida
$145K +$135K +920 New
LAS
3408
Lloyd Advisory Services
Georgia
$143K +$133K +907 New
JPLA
3409
Joseph P. Lucia & Associates
New York
$135K -$3.38K -23 -3%
LGWM
3410
Litman Gregory Wealth Management
California
$125K -$15K -102 -11%
MDCM
3411
Morgan Dempsey Capital Management
Wisconsin
$125K – – –
CA
3412
CXI Advisors
Indiana
$120K +$112K +761 New
LWM
3413
Lionsbridge Wealth Management
Florida
$107K +$99.7K +679 New
CCMW
3414
Cypress Capital Management (Wyoming)
Wyoming
$105K – – –
SC
3415
Steph & Co
Wisconsin
$100K +$92.8K +632 New
LPWM
3416
Lake Point Wealth Management
Texas
$92K +$85.9K +585 New
FA
3417
Financial Advantage
Maryland
$90K -$69.8K -475 -45%
MGI
3418
MayTech Global Investments
New York
$83K – – –
OAJ
3419
Ogorek Anthony Joseph
New York
$83K +$31.9K +217 +69%
CIR
3420
Clear Investment Research
Georgia
$83K +$70.5K +480 +1,116%
IFA
3421
Interactive Financial Advisors
Illinois
$79K – – –
JWBC
3422
John W. Brooker & Co
California
$74K +$68.8K +468 New
VCS
3423
Vaughan & Co Securities
New Jersey
$67.2K +$62.6K +426 New
SSWG
3424
Seven Springs Wealth Group
Tennessee
$65K +$60.2K +410 New
CWAF
3425
Core Wealth Advisors (Florida)
Florida
$61K +$56.4K +384 New
135 136
137
138 139