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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
JGCM
2476
Joseph Group Capital Management
Ohio
$35.3K +$7.56K +34 +26%
AWM
2477
Aberdeen Wealth Management
Illinois
$34.6K +$35.6K +160 New
SIM
2478
Sims Investment Management
Ohio
$34.6K +$35.6K +160 New
PIM
2479
Plato Investment Management
Australia
$34.4K +$8.45K +38 +31%
HIA
2480
HFM Investment Advisors
New Jersey
$34.4K +$1.56K +7 +5%
FFO
2481
Fortitude Family Office
Arizona
$34.2K +$7.56K +34 +27%
FAI
2482
Fiduciary Advisors Inc
Missouri
$33.8K – – –
IWM
2483
IMG Wealth Management
Florida
$33.6K +$8.45K +38 +32%
MEG
2484
Millstone Evans Group
Colorado
$33.1K +$11.1K +50 +49%
SC
2485
Steph & Co
Wisconsin
$32.7K -$19.6K -88 -37%
MMG
2486
Monetary Management Group
Missouri
$32.5K -$11.1K -50 -25%
C
2487
Covestor
United Kingdom
$32K – – –
PSB
2488
Piscataqua Savings Bank
New Hampshire
$31.4K – – –
AWA
2489
Acumen Wealth Advisors
Tennessee
$31.2K – – –
KFG
2490
Kingdom Financial Group
Arizona
$30.8K +$17.6K +79 +125%
SIS
2491
Strategic Investment Solutions
Illinois
$30.5K +$1.56K +7 +5%
B
2492
Bayban
Minnesota
$29.2K – – –
BIA
2493
Bell Investment Advisors
California
$29K +$4.45K +20 +18%
RC
2494
Rexford Capital
Texas
$27.9K +$5.56K +25 +24%
HWA
2495
HHM Wealth Advisors
Tennessee
$27.3K -$26.7K -120 -49%
1NWS
2496
1 North Wealth Services
Maryland
$27.1K – – –
VWM
2497
Valley Wealth Managers
New Jersey
$27.1K – – –
HFS
2498
Hughes Financial Services
Virginia
$27.1K +$10K +45 +56%
SWA
2499
Strategic Wealth Advisors
Arizona
$27K -$6.45K -29 -19%
HIA
2500
Highland Investment Advisors
Florida
$26.2K +$26.9K +121 New
98 99
100
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