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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1251
Sawyer & Company
Massachusetts
$875K – – –
SWM
1252
Stockman Wealth Management
Montana
$872K +$30.4K +90 +4%
WA
1253
Winfield Associates
Ohio
$871K +$120K +355 +15%
CFA
1254
Carroll Financial Associates
North Carolina
$868K -$20.3K -60 -2%
CAG
1255
Crestwood Advisors Group
Massachusetts
$865K +$5.74K +17 +0.6%
PCG
1256
Private Capital Group
Connecticut
$864K +$191K +566 +27%
PD
1257
Planning Directions
Pennsylvania
$863K +$889K +2,632 New
HEIP
1258
Hudson Edge Investment Partners
New Jersey
$860K -$219K -647 -20%
KFA
1259
Kelleher Financial Advisors
New York
$859K -$105K -310 -11%
STMM
1260
South Texas Money Management
Texas
$856K +$27.7K +82 +3%
AFC
1261
AFT Forsyth & Company
Florida
$856K +$176K +520 +25%
TTWM
1262
TCV Trust & Wealth Management
Virginia
$853K – – –
BFA
1263
Beaumont Financial Advisors
Massachusetts
$852K +$409K +1,210 +87%
BFM
1264
Boothbay Fund Management
New York
$852K +$553K +1,637 +170%
SIS
1265
Sound Income Strategies
Florida
$848K +$39.2K +116 +5%
RPC
1266
Rossmore Private Capital
Connecticut
$848K +$152K +450 +21%
MIH
1267
Madison Investment Holdings
Wisconsin
$845K -$20.9M -61,982 -96%
OIA
1268
OneDigital Investment Advisors
Kansas
$844K +$102K +301 +13%
LIM
1269
Leavell Investment Management
Alabama
$843K -$11.5K -34 -1%
UWM
1270
USAdvisors Wealth Management
Minnesota
$843K +$414K +1,226 +91%
CVM
1271
Cheviot Value Management
California
$842K -$128K -379 -13%
NF
1272
Nikulski Financial
Iowa
$841K +$23K +68 +3%
SFSG
1273
Stearns Financial Services Group
North Carolina
$839K -$717K -2,121 -45%
FMC
1274
First Merchants Corp
Indiana
$839K -$6.76K -20 -0.8%
BCWM
1275
Blue Chip Wealth Management
Florida
$835K +$860K +2,546 New
49 50
51
52 53