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Name Holding Trade Value Shares
Change 		Change in
Stake
IHWM
2551
Iron Horse Wealth Management
Iowa
$33K – – –
IFA
2552
Interactive Financial Advisors
Illinois
$33K +$12.8K +579 +66%
LWA
2553
Lenox Wealth Advisors
New York
$32K -$57.5K -2,601 -65%
RDFA
2554
Ritter Daniher Financial Advisory
Ohio
$32K -$4.86K -220 -14%
BMD
2555
Better Money Decisions
New Mexico
$32K +$31.3K +1,417 New
FPW
2556
Flagship Private Wealth
Massachusetts
$31.5K +$2.9K +131 +11%
CPFP
2557
Clear Perspectives Financial Planning
Ohio
$30K – – –
BAMG
2558
Brand Asset Management Group
Missouri
$30K +$133 +6 +0.5%
AIM
2559
Arcadia Investment Management
Michigan
$30K +$28.7K +1,299 New
IPW
2560
IronBridge Private Wealth
Texas
$30K +$29.3K +1,324 New
ACM
2561
AUA Capital Management
Pennsylvania
$27K – – –
SFA
2562
Semmax Financial Advisors
North Carolina
$27K – – –
CCM
2563
Copeland Capital Management
Pennsylvania
$25K – – –
GCM
2564
Gladius Capital Management
Illinois
$24K +$22.3K +1,010 New
PC
2565
Permanens Capital
New York
$23K – – –
GIA
2566
Goodwin Investment Advisory
Georgia
$22K +$20.5K +929 New
TWP
2567
TFO Wealth Partners
Ohio
$21K +$20.5K +927 New
MG
2568
MilWealth Group
Wisconsin
$20.6K +$20K +903 New
HF
2569
Halpern Financial
Virginia
$20.2K – – –
TCWA
2570
Ten Capital Wealth Advisors
Washington
$18K -$17.6K -794 -50%
LGWM
2571
Litman Gregory Wealth Management
California
$18K +$12.6K +568 +257%
WOC
2572
West Oak Capital
California
$17K +$16.3K +735 New
DWMG
2573
DB Wealth Management Group
California
$15K +$4.11K +186 +41%
AW
2574
Avion Wealth
Texas
$14K -$21.4K -967 -62%
CMA
2575
Cedar Mountain Advisors
Oregon
$14K -$796 -36 -6%
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