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Name Holding Trade Value Shares
Change 		Change in
Stake
JPLA
2501
Joseph P. Lucia & Associates
New York
$93K -$515 -9 -0.5%
LWM
2502
Lenox Wealth Management
Ohio
$88K -$18.9K -331 -17%
LWS
2503
Lucia Wealth Services
California
$83K +$33.2K +580 +60%
VIM
2504
Veritas Investment Management
United Kingdom
$82K – – –
TVWM
2505
Tower View Wealth Management
Wisconsin
$81K +$744 +13 +0.9%
ST
2506
Sageworth Trust
Pennsylvania
$74K – – –
WCMN
2507
Westchester Capital Management (Nebraska)
Nebraska
$71K +$22.9K +400 +43%
NG
2508
NWK Group
California
$70K -$5.72K -100 -7%
ECM
2509
EII Capital Management
New York
$69K – – –
LFG
2510
LifePlan Financial Group
Ohio
$69K – – –
CAC
2511
Core Alternative Capital
Georgia
$69K +$73.2K +1,279 New
CA
2512
Crewe Advisors
Utah
$64K -$4.23K -74 -6%
JWBC
2513
John W. Brooker & Co
California
$61K -$22.9K -400 -26%
IWP
2514
IAG Wealth Partners
Wisconsin
$61K -$1.83K -32 -3%
BAMG
2515
Brand Asset Management Group
Missouri
$60K -$150K -2,615 -70%
BCM
2516
Brooktree Capital Management
Michigan
$60K -$104K -1,813 -62%
HFS
2517
HBC Financial Services
Washington
$60K – – –
DI
2518
Disciplined Investments
Oklahoma
$59K +$15.8K +277 +33%
PW
2519
Price Wealth
Texas
$56K -$12K -210 -17%
LGWM
2520
Litman Gregory Wealth Management
California
$56K -$5.49K -96 -8%
FCMT
2521
Founders Capital Management (Texas)
Texas
$56K +$2.86K +50 +5%
CFG
2522
CKW Financial Group
Hawaii
$54K -$369K -6,442 -86%
SA
2523
SRH Advisors
Kansas
$53K – – –
RCG
2524
Ruggie Capital Group
Florida
$50K +$515 +9 +1%
CIA
2525
Cascade Investment Advisors
Oregon
$47.4K – – –
99 100
101
102 103