Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
2501
Advocacy Wealth Management Services
Georgia
$23K -$534 -15 -2%
CMA
2502
Cedar Mountain Advisors
Oregon
$21K +$20.3K +571 New
CDIA
2503
Capital Directions Investment Advisors
Georgia
$20K – – –
MAM
2504
Marquette Asset Management
Minnesota
$20K – – –
RCC
2505
Red Cedar Capital
Nebraska
$20K – – –
NIM
2506
NuWave Investment Management
New Jersey
$18K -$957K -26,873 -98%
TFA
2507
Tobias Financial Advisors
Florida
$18K +$17.6K +494 New
RFWA
2508
RPg Family Wealth Advisory
Massachusetts
$17.2K -$22.9K -644 -58%
CAM
2509
CenterStar Asset Management
Illinois
$17K – – –
HF
2510
Halpern Financial
Virginia
$15.2K +$14.6K +410 New
CFG
2511
CKW Financial Group
Hawaii
$15K – – –
CI
2512
Cordant Inc
Oregon
$15K +$14.8K +415 New
LWA
2513
Lowe Wealth Advisors
Maryland
$12K – – –
FWM
2514
Filbrandt Wealth Management
Wisconsin
$11K +$11.3K +318 New
GI
2515
GS Investments
Minnesota
$10.9K +$3.74K +105 +50%
SCA
2516
Stuart Chaussee & Associates
California
$10K – – –
ST
2517
Sageworth Trust
Pennsylvania
$8K -$38.2K -1,073 -84%
SGAM
2518
Smith Group Asset Management
Texas
$8K – – –
FA
2519
Fortis Advisors
Pennsylvania
$8K +$36 +1 +0.5%
OAJ
2520
Ogorek Anthony Joseph
New York
$7K – – –
FIA
2521
FNY Investment Advisers
New York
$7K +$7.52K +211 New
HCM
2522
Horrell Capital Management
Arkansas
$6K – – –
SA
2523
SRH Advisors
Kansas
$5K – – –
TJHA
2524
Thomas J. Herzfeld Advisors
Florida
$5K – – –
JWBC
2525
John W. Brooker & Co
California
$3K +$2.64K +74 New