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Name Holding Trade Value Shares
Change 		Change in
Stake
JGCM
3001
Joseph Group Capital Management
Ohio
$30K -$1.21M -11,971 -98%
RWPA
3002
Richard W. Paul & Associates
Michigan
$28K -$101K -1,000 -78%
DFCM
3003
Dark Forest Capital Management
Puerto Rico
$27.9K +$28.1K +279 New
AJ
3004
Ashburton (Jersey)
Jersey
$27K – – –
EA
3005
Evolution Advisers
Virginia
$27K – – –
RG
3006
Retirement Group
California
$27K +$3.13K +31 +13%
OAJ
3007
Ogorek Anthony Joseph
New York
$27K +$27.2K +270 New
FCG
3008
Financial Connections Group
California
$26K -$7.46K -74 -22%
BAM
3009
Baldrige Asset Management
Pennsylvania
$26K +$2.52K +25 +11%
CWM
3010
CarsonAllaria Wealth Management
Illinois
$24.2K -$11.9K -118 -33%
MLA
3011
MB, Levis & Associates
Pennsylvania
$23.4K +$11K +109 +87%
IHWM
3012
Iron Horse Wealth Management
Iowa
$23K -$1.21K -12 -5%
TAIM
3013
TD Ameritrade Investment Management
Nebraska
$23K -$10.2K -101 -31%
PCM
3014
Pointe Capital Management
Michigan
$22K +$22.2K +220 New
RTL
3015
Red Tortoise LLC
Georgia
$20.3K +$9.78K +97 +92%
GA
3016
GoalVest Advisory
New York
$19.7K – – –
NA
3017
Nordwand Advisors
Pennsylvania
$19.2K +$19.4K +192 New
CWA
3018
Clearview Wealth Advisors
Oregon
$18.1K -$3.02K -30 -14%
MIM
3019
Macroview Investment Management
Maryland
$16.5K – – –
RDIA
3020
RE Dickinson Investment Advisors
Iowa
$16K +$2.52K +25 +18%
SV
3021
Sturgeon Ventures
United Kingdom
$15.5K +$15.6K +155 New
ARS
3022
Adirondack Retirement Specialists
New York
$15.2K – – –
GM
3023
GeoWealth Management
Illinois
$15K +$5.04K +50 +55%
WFA
3024
West Financial Advisors
Iowa
$14.2K – – –
CCMW
3025
Cypress Capital Management (Wyoming)
Wyoming
$13.7K – – –
119 120
121
122 123