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ICLR

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
376
Pin Oak Investment Advisors
Texas
$4K – – –
MBFW
377
Morton Brown Family Wealth
Pennsylvania
$3.32K – – –
FNWA
378
Financial Network Wealth Advisors
Utah
$2.99K +$1.09K +8 +42%
RFP
379
Root Financial Partners
California
$2.88K -$4.51K -33 -56%
MWA
380
Medallion Wealth Advisors
Connecticut
$2.54K – – –
PUI
381
Purpose Unlimited Inc
$2.21K -$5.33K -39 -66%
AA
382
Ancora Advisors
Ohio
$2.21K – – –
IAAG
383
Innovative Asset Advisors Group
Connecticut
$2.1K +$2.6K +19 New
OAJ
384
Ogorek Anthony Joseph
New York
$2K +$2.73K +20 New
SAM
385
Smartleaf Asset Management
Massachusetts
$1.37K -$10.4K -76 -85%
CSC
386
Caldwell Sutter Capital
California
$1.33K – – –
WB
387
Webster Bank
Connecticut
$1.33K – – –
FFO
388
Fortitude Family Office
Arizona
$1.33K +$956 +7 +140%
PWMG
389
Prestige Wealth Management Group
New Jersey
$1.22K – – –
DJSG
390
D.J. St. Germain
Massachusetts
$1.22K – – –
SS
391
SBI Securities
Japan
$1.11K – – –
KFI
392
Key Financial Inc
Pennsylvania
$1.11K +$1.37K +10 New
MTI
393
Merrithew & Thorsten Inc
California
$1K – – –
PWPS
394
Pinnacle Wealth Planning Services
Ohio
$885 – – –
GSWM
395
Golden State Wealth Management
California
$775 -$1.09K -8 -53%
PWA
396
Physician Wealth Advisors
Utah
$775 -$683 -5 -42%
CFD
397
Creative Financial Designs
Indiana
$775 – – –
BIA
398
Bell Investment Advisors
California
$664 -$3.83K -28 -82%
WA
399
WPG Advisers
Maryland
$664 -$1.09K -8 -57%
MCM
400
MV Capital Management
Maryland
$443 – – –
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