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Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2076
West Financial Advisors
Iowa
$86K +$48.8K +225 +147%
IWP
2077
IAG Wealth Partners
Wisconsin
$85K – – –
RWM
2078
Raffa Wealth Management
District of Columbia
$83.6K -$4.56K -21 -5%
KFP
2079
KB Financial Partners
New Jersey
$82K – – –
RA
2080
Resolute Advisors
California
$80K -$48.8K -225 -39%
MRCM
2081
M&R Capital Management
New Jersey
$80K +$65.1K +300 +556%
IHWM
2082
Iron Horse Wealth Management
Iowa
$79K – – –
EBA
2083
Eagle Bay Advisors
New York
$78K +$73.6K +339 New
DSC
2084
Duncker Streett & Co
Missouri
$77K – – –
CHC
2085
City Holding Co
West Virginia
$77K +$1.95K +9 +3%
SQA
2086
Simon Quick Advisors
New Jersey
$76K +$5.21K +24 +8%
PGAM
2087
Princeton Global Asset Management
New Jersey
$75K +$33.9K +156 +90%
PA
2088
Perennial Advisors
New York
$70K – – –
RCC
2089
Red Cedar Capital
Nebraska
$69K – – –
AP
2090
Arlington Partners
Alabama
$68K -$87.9K -405 -57%
BWL
2091
Bogart Wealth LLC
Virginia
$68K +$5.86K +27 +10%
RBC
2092
Roble Belko & Company
Pennsylvania
$68K +$26.7K +123 +69%
GKIM
2093
GW&K Investment Management
Massachusetts
$68K +$65.1K +300 New
CAL
2094
Capital Advisors Ltd
Ohio
$65K – – –
PB
2095
Pinnacle Bancorp
Nebraska
$60K – – –
CCC
2096
Crescent Capital Consulting
Louisiana
$59K +$35.8K +165 +177%
MA
2097
Modus Advisors
Minnesota
$59K +$56.7K +261 New
CA
2098
CastleArk Alternatives
Illinois
$58K -$55.4K -255 -50%
IBOK
2099
Independence Bank of Kentucky
Kentucky
$52K -$16.3K -75 -25%
M
2100
MOTCO
Texas
$51K +$48.8K +225 New
82 83
84
85 86