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Name Holding Trade Value Shares
Change 		Change in
Stake
CDIA
2351
Capital Directions Investment Advisors
Georgia
$96K +$91.9K +1,596 New
JPLA
2352
Joseph P. Lucia & Associates
New York
$93K +$5.82K +101 +7%
TCM
2353
TD Capital Management
Tennessee
$92K – – –
TVWM
2354
Tower View Wealth Management
Wisconsin
$90K +$806 +14 +0.9%
POIA
2355
Pin Oak Investment Advisors
Texas
$88K -$5.07K -88 -6%
ECM
2356
EII Capital Management
New York
$78K +$73.9K +1,284 New
LFG
2357
LifePlan Financial Group
Ohio
$77K -$3.4K -59 -4%
CA
2358
Crewe Advisors
Utah
$72K -$75.7K -1,315 -52%
CJA
2359
C-J Advisory
California
$71K – – –
CWM
2360
Cranbrook Wealth Management
Michigan
$68K +$30.8K +535 +89%
VEA
2361
Virtus ETF Advisers
New York
$62K – – –
FCMT
2362
Founders Capital Management (Texas)
Texas
$60K -$4.03K -70 -7%
SA
2363
SRH Advisors
Kansas
$60K – – –
PW
2364
Price Wealth
Texas
$58K – – –
LWS
2365
Lucia Wealth Services
California
$57K +$5.76K +100 +12%
CIA
2366
Cascade Investment Advisors
Oregon
$56.3K +$2.88K +50 +6%
MI
2367
Markston International
New York
$52K – – –
WAM
2368
Westport Asset Management
Connecticut
$52K – – –
CT
2369
Clearstead Trust
Maine
$49K – – –
PWP
2370
Personal Wealth Partners
Minnesota
$49K +$4.61K +80 +11%
BCI
2371
Brinker Capital Investments
Pennsylvania
$48K -$235K -4,075 -84%
HRC
2372
Hoertkorn Richard Charles
$48K – – –
PCC
2373
Park Circle Company
Maryland
$48K – – –
CAL
2374
Capital Advisors Ltd
Ohio
$48K +$8.87K +154 +24%
FEM
2375
Fulcrum Equity Management
Texas
$48K +$45.4K +788 New
93 94
95
96 97