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Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
4451
LifePlan Investment Advisors
North Carolina
$617K +$568K +1,811 New
UIA
4452
Ulland Investment Advisors
Minnesota
$614K – – –
JF
4453
Joule Financial
Kentucky
$613K +$1.25K +4 +0.2%
EW
4454
Enzi Wealth
Texas
$612K +$7.21K +23 +1%
RK
4455
Rather & Kittrell
Tennessee
$609K +$140K +448 +33%
PWS
4456
Private Wealth Strategies
Ohio
$602K -$76.5K -244 -12%
R
4457
Rebalance
California
$602K -$21.3K -68 -4%
ICA
4458
Infrastructure Capital Advisors
New York
$601K +$64.2K +205 New
ACM
4459
Arlington Capital Management
Illinois
$597K +$8.15K +26 +2%
C1AG
4460
Client 1st Advisory Group
Florida
$593K +$11.9K +38 +2%
FA
4461
Fermata Advisors
California
$593K -$1.84M -5,875 -77%
KIA
4462
Kraematon Investment Advisors
Massachusetts
$593K +$4.07K +13 +0.8%
RDIA
4463
RE Dickinson Investment Advisors
Iowa
$592K -$48.3K -154 -8%
SCM
4464
Shapiro Capital Management
Georgia
$590K -$16.3K -52 -3%
BW
4465
Basepoint Wealth
Iowa
$590K +$18.5K +59 +4%
BF
4466
Blankinship & Foster
California
$590K – – –
RWM
4467
Ruedi Wealth Management
Illinois
$590K – – –
RIM
4468
Reliant Investment Management
Tennessee
$589K +$126K +402 +30%
CAG
4469
Compass Advisory Group
New York
$588K +$190K +607 +54%
T
4470
TNF
Montana
$588K +$313 +1 +0.1%
OFG
4471
OmniStar Financial Group
North Carolina
$587K -$43.9K -140 -8%
BIA
4472
Barry Investment Advisors
Massachusetts
$586K -$7.21K -23 -1%
PIWA
4473
Prevail Innovative Wealth Advisors
Kansas
$581K +$535K +1,707 New
DFA
4474
DHJJ Financial Advisors
Illinois
$580K -$18.8K -60 -3%
VFG
4475
V2 Financial group
Illinois
$579K -$192K -614 -27%
177 178
179
180 181