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Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
2551
Pin Oak Investment Advisors
Texas
$96K -$4.95K -88 -5%
QT
2552
Quantbot Technologies
New York
$92K -$575K -10,229 -86%
JPLA
2553
Joseph P. Lucia & Associates
New York
$92K -$2.76K -49 -3%
LWS
2554
Lucia Wealth Services
California
$91K +$5.17K +92 +6%
VIM
2555
Veritas Investment Management
United Kingdom
$84K – – –
TVWM
2556
Tower View Wealth Management
Wisconsin
$84K +$788 +14 +0.9%
CWM
2557
Cedar Wealth Management
California
$80K -$129K -2,300 -61%
ST
2558
Sageworth Trust
Pennsylvania
$77K +$1.97K +35 +3%
AC
2559
Asio Capital
Kentucky
$75K -$1.25M -22,189 -94%
ECM
2560
EII Capital Management
New York
$71K – – –
LFG
2561
LifePlan Financial Group
Ohio
$71K – – –
BSAM
2562
Blue Square Asset Management
New York
$71K +$72.9K +1,296 New
SA
2563
SRH Advisors
Kansas
$70K +$15.9K +283 +29%
LTI
2564
Laffer Tengler Investments
Tennessee
$68.6K +$70K +1,245 New
CA
2565
Crewe Advisors
Utah
$66K – – –
TIM
2566
Tortoise Investment Management
New York
$65K -$50.4K -896 -43%
BSG
2567
Black Swift Group
Colorado
$64K -$1.45M -25,800 -96%
HFS
2568
HBC Financial Services
Washington
$63K – – –
JWBC
2569
John W. Brooker & Co
California
$63K – – –
PW
2570
Price Wealth
Texas
$63K +$5.68K +101 +10%
BAMG
2571
Brand Asset Management Group
Missouri
$62K – – –
IWP
2572
IAG Wealth Partners
Wisconsin
$61K -$1.41K -25 -2%
LGWM
2573
Litman Gregory Wealth Management
California
$58K – – –
JWM
2574
Janiczek Wealth Management
Colorado
$57K +$38K +675 +193%
LWM
2575
Lenox Wealth Management
Ohio
$53K -$38.3K -680 -41%
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103
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