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Name Holding Trade Value Shares
Change 		Change in
Stake
NIC
2351
Northwest Investment Counselors
Oregon
$99K +$94.4K +1,640 New
CDIA
2352
Capital Directions Investment Advisors
Georgia
$96K +$91.9K +1,596 New
JPLA
2353
Joseph P. Lucia & Associates
New York
$93K +$5.82K +101 +7%
TCM
2354
TD Capital Management
Tennessee
$92K – – –
TVWM
2355
Tower View Wealth Management
Wisconsin
$90K +$806 +14 +0.9%
POIA
2356
Pin Oak Investment Advisors
Texas
$88K -$5.07K -88 -6%
ECM
2357
EII Capital Management
New York
$78K +$73.9K +1,284 New
LFG
2358
LifePlan Financial Group
Ohio
$77K -$3.4K -59 -4%
CA
2359
Crewe Advisors
Utah
$72K -$75.7K -1,315 -52%
CJA
2360
C-J Advisory
California
$71K – – –
CWM
2361
Cranbrook Wealth Management
Michigan
$68K +$30.8K +535 +89%
VEA
2362
Virtus ETF Advisers
New York
$62K – – –
FCMT
2363
Founders Capital Management (Texas)
Texas
$60K -$4.03K -70 -7%
SA
2364
SRH Advisors
Kansas
$60K – – –
PW
2365
Price Wealth
Texas
$58K – – –
LWS
2366
Lucia Wealth Services
California
$57K +$5.76K +100 +12%
CIA
2367
Cascade Investment Advisors
Oregon
$56.3K +$2.88K +50 +6%
MI
2368
Markston International
New York
$52K – – –
WAM
2369
Westport Asset Management
Connecticut
$52K – – –
CT
2370
Clearstead Trust
Maine
$49K – – –
PWP
2371
Personal Wealth Partners
Minnesota
$49K +$4.61K +80 +11%
BCI
2372
Brinker Capital Investments
Pennsylvania
$48K -$235K -4,075 -84%
HRC
2373
Hoertkorn Richard Charles
$48K – – –
PCC
2374
Park Circle Company
Maryland
$48K – – –
CAL
2375
Capital Advisors Ltd
Ohio
$48K +$8.87K +154 +24%
93 94
95
96 97