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Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
3051
TD Ameritrade Investment Management
Nebraska
$31K -$9.8K -55 -18%
IWP
3052
IAG Wealth Partners
Wisconsin
$30K
JMF
3053
Johnson Midwest Financial
Iowa
$29K
CTC (Chicago Trading Company)
3054
CTC (Chicago Trading Company)
Illinois
$28.7K -$3.21K -18 -10%
MIM
3055
Macroview Investment Management
Maryland
$28K
CAC
3056
Core Alternative Capital
Georgia
$28K +$29.6K +166 New
ARIS
3057
Advanced Research Investment Solutions
California
$27.6K
TC
3058
Trust Company
Kansas
$25K
GM
3059
GeoWealth Management
Illinois
$25K +$26.9K +151 New
RTL
3060
Red Tortoise LLC
Georgia
$25K +$47.8K +268 New
HFS
3061
HBC Financial Services
Washington
$24K
4FG
3062
4Thought Financial Group
New York
$21K
GIA
3063
Goodwin Investment Advisory
Georgia
$20K
HF
3064
Halpern Financial
Virginia
$19.6K
MWC
3065
MBM Wealth Consultants
Missouri
$19K
TLFA
3066
True Link Financial Advisors
California
$19K
YAL
3067
Your Advocates Ltd
Texas
$19K +$4.99K +28 +34%
AIM
3068
Arcadia Investment Management
Michigan
$18K -$1.43K -8 -7%
RBC
3069
Roble Belko & Company
Pennsylvania
$18K
SC
3070
Steph & Co
Wisconsin
$18K +$5.35K +30 +39%
RCC
3071
Red Cedar Capital
Nebraska
$17K +$1.78K +10 +11%
MG
3072
MilWealth Group
Wisconsin
$16.9K +$17.8K +100 New
LPWM
3073
Lake Point Wealth Management
Texas
$16K -$1.78K -10 -10%
IWA
3074
IBEX Wealth Advisors
New Jersey
$15K +$15.3K +86 New
BA
3075
Bellwether Advisors
Nebraska
$13K -$9.09K -51 -40%