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Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
3326
IAG Wealth Partners
Wisconsin
$24K -$2.75K -17 -10%
TC
3327
Trust Company
Kansas
$23K – – –
RA
3328
Rational Advisors
New York
$22K -$3.14M -19,417 -99%
JMF
3329
Johnson Midwest Financial
Iowa
$20K -$6.14K -38 -22%
4FG
3330
4Thought Financial Group
New York
$19K – – –
GIA
3331
Goodwin Investment Advisory
Georgia
$19K – – –
BA
3332
Bivin & Associates
Oklahoma
$18K +$18.6K +115 New
AIM
3333
Arcadia Investment Management
Michigan
$17K – – –
RBC
3334
Roble Belko & Company
Pennsylvania
$16K – – –
EA
3335
Evolution Advisers
Virginia
$16K +$16.8K +104 New
MG
3336
MilWealth Group
Wisconsin
$15.5K – – –
LPWM
3337
Lake Point Wealth Management
Texas
$15K – – –
IA
3338
IFS Advisors
Kansas
$15K +$16.5K +102 New
RCC
3339
Red Cedar Capital
Nebraska
$14K -$1.61K -10 -10%
YAL
3340
Your Advocates Ltd
Texas
$13K -$4.52K -28 -25%
RDIA
3341
RE Dickinson Investment Advisors
Iowa
$13K +$14.1K +87 New
CPFP
3342
Clear Perspectives Financial Planning
Ohio
$12K +$646 +4 +5%
BA
3343
Bellwether Advisors
Nebraska
$11K – – –
NC
3344
NewSquare Capital
Pennsylvania
$11K – – –
BWS
3345
BCR Wealth Strategies
Alabama
$11K +$11.1K +69 New
FQ
3346
First Quadrant
California
$10K -$429K -2,654 -98%
TLFA
3347
True Link Financial Advisors
California
$10K -$7.75K -48 -43%
CT
3348
Clearstead Trust
Maine
$10K – – –
KC
3349
Kenfarb & Co
Kentucky
$9K +$9.53K +59 New
CIR
3350
Clear Investment Research
Georgia
$8K +$162 +1 +2%
132 133
134
135 136