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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
1001
Legacy Wealth Planning
Nevada
$1.02M -$147K -698 -12%
BC
1002
Brookfield Corp
Ontario, Canada
$1.01M -$2.87M -13,583 -73%
CFS
1003
CRA Financial Services
New Jersey
$1.01M +$68.2K +323 +7%
MFA
1004
Mayflower Financial Advisors
Massachusetts
$1.01M – – –
WCM
1005
Weik Capital Management
Pennsylvania
$1.01M +$13.7K +65 +1%
HWM
1006
HB Wealth Management
Georgia
$1.01M +$1.06M +5,024 New
SIC
1007
Samalin Investment Counsel
New York
$1.01M +$437K +2,069 +70%
GFPC
1008
Global Financial Private Client
Florida
$1.01M +$38K +180 +4%
NSIM
1009
North Star Investment Management
Illinois
$1.01M -$26.4K -125 -2%
SMP
1010
Santa Monica Partners
Florida
$1.01M – – –
TA
1011
TFG Advisers
Michigan
$1M -$21.6K -102 -2%
CWP
1012
CFM Wealth Partners
Texas
$1M -$85.1K -403 -8%
WA
1013
WBH Advisory
Maryland
$999K +$5.28K +25 +0.5%
UAS
1014
United Asset Strategies
New York
$998K +$4.23K +20 +0.4%
W
1015
Wealthquest
Ohio
$989K -$39.5K -187 -4%
WAAG
1016
Wealth Alliance Advisory Group
Kansas
$989K +$24.3K +115 +2%
TT
1017
TI-Trust
Illinois
$982K +$1.03M +4,879 New
NFG
1018
Nations Financial Group
Iowa
$981K -$36.3K -172 -3%
AWA
1019
Aaron Wealth Advisors
Illinois
$981K +$1.03M +4,877 New
SC
1020
SouthState Corp
Florida
$980K -$10.6K -50 -1%
DAC
1021
Dividend Assets Capital
South Carolina
$979K – – –
SIM
1022
Sentry Investment Management
Wisconsin
$979K +$168K +796 +20%
CMANY
1023
Capital Management Associates (New York)
New York
$979K +$245K +1,159 +31%
NFC
1024
Northeast Financial Consultants
Connecticut
$978K -$3.79M -17,940 -79%
VI
1025
Versor Investments
New York
$978K +$462K +2,185 +82%
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