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Boeing
BA

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
2551
Watershed Private Wealth
Illinois
– -$206K -789 Closed
OCPWS
2552
One Charles Private Wealth Services
Massachusetts
– -$205K -788 Closed
CRI
2553
Colonial River Investments
Virginia
– -$205K -785 Closed
NRC
2554
New Republic Capital
North Carolina
– -$204K -784 Closed
FFG
2555
Frisch Financial Group
New York
– -$204K -783 Closed
IP
2556
Isthmus Partners
Wisconsin
– -$204K -783 Closed
TWM
2557
Thrive Wealth Management
Pennsylvania
– -$204K -783 Closed
JPLA
2558
Joseph P. Lucia & Associates
New York
– -$204K -782 Closed
LPAM
2559
Lodestar Private Asset Management
California
– -$204K -782 Closed
RDWM
2560
Red Door Wealth Management
Tennessee
– -$203K -780 Closed
SLWA
2561
San Luis Wealth Advisors
California
– -$203K -780 Closed
EWM
2562
Elevatus Welath Management
New York
– -$203K -777 Closed
BIP
2563
Blueprint Investment Partners
North Carolina
– -$201K -773 Closed
BTIM
2564
BancFirst Trust & Investment Management
Oklahoma
– -$201K -772 Closed
DCM
2565
Dimension Capital Management
Florida
– -$201K -771 Closed
SIA
2566
Strategic Investment Advisors
Michigan
– -$201K -771 Closed
WH
2567
Willner & Heller
California
– -$201K -770 Closed
EFM
2568
E Fund Management
China
– -$200K -768 Closed
HFM
2569
Harvest Fund Management
China
– -$185K -711 Closed
AWM
2570
Able Wealth Management
New Jersey
– -$179K -686 Closed
GWMIA
2571
Global Wealth Management Investment Advisory
Florida
– -$167K -642 Closed
ODG
2572
O'Dell Group
Ohio
– -$159K -610 Closed
BDS
2573
Banco de Sabadell
Florida
– -$155K -592 Closed
RIM
2574
Rockbridge Investment Management
New York
– -$126K -483 Closed
A
2575
AJOVista
Massachusetts
– -$125K -479 Closed
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