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Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
2551
Veritas Investment Management
United Kingdom
$94K -$276K -4,578 -75%
TCM
2552
TD Capital Management
Tennessee
$94K – – –
JWBC
2553
John W. Brooker & Co
California
$94K +$92.8K +1,538 New
TVWM
2554
Tower View Wealth Management
Wisconsin
$92K +$784 +13 +0.9%
IA
2555
IndexIQ Advisors
New York
$88K +$86K +1,426 New
NG
2556
NWK Group
California
$86K +$84.4K +1,400 New
ST
2557
Sageworth Trust
Pennsylvania
$84K -$35.1K -582 -30%
ECM
2558
EII Capital Management
New York
$79K – – –
LFG
2559
LifePlan Financial Group
Ohio
$79K – – –
POIA
2560
Pin Oak Investment Advisors
Texas
$78K -$11.5K -190 -13%
CA
2561
Crewe Advisors
Utah
$78K +$4.46K +74 +6%
PW
2562
Price Wealth
Texas
$77K +$17.7K +294 +31%
SCA
2563
Stuart Chaussee & Associates
California
$72K -$41.4K -687 -37%
IWP
2564
IAG Wealth Partners
Wisconsin
$72K +$70.2K +1,163 New
KC
2565
Knuff & Co
California
$71K +$60.3K +1,000 +613%
EWA
2566
Evolution Wealth Advisors
Florida
$70K +$50.8K +842 +281%
LGWM
2567
Litman Gregory Wealth Management
California
$70K +$56.8K +942 +462%
HFS
2568
HBC Financial Services
Washington
$68K +$69.1K +1,146 New
WCM
2569
Wealthcare Capital Management
Virginia
$67K +$18.4K +305 +39%
FCMT
2570
Founders Capital Management (Texas)
Texas
$61K – – –
SA
2571
SRH Advisors
Kansas
$61K – – –
CG
2572
Cutler Group
California
$60K -$150K -2,490 -72%
LWS
2573
Lucia Wealth Services
California
$60K +$1.69K +28 +3%
SC
2574
Solstein Capital
California
$59K +$57.9K +960 New
WCMN
2575
Westchester Capital Management (Nebraska)
Nebraska
$57K +$45.2K +750 +429%
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