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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1426
Focused Wealth Management
New York
$441K -$35.3K -176 -7%
SP
1427
Successful Portfolios
Florida
$440K +$46.2K +230 +11%
MW
1428
MBL Wealth
North Carolina
$439K +$460K +2,294 New
WCF
1429
West Coast Financial
California
$436K -$23.7K -118 -5%
PFP
1430
Paragon Financial Partners
California
$436K – – –
BA
1431
Bridge Advisory
California
$433K – – –
HIP
1432
Harrell Investment Partners
Texas
$433K +$34.1K +170 +8%
WA
1433
Wealth Alliance
New York
$433K +$192K +956 +73%
OR
1434
Olympiad Research
Connecticut
$433K +$201K +1,002 +79%
IIC
1435
Integrated Investment Consultants
Michigan
$432K -$5.22K -26 -1%
FPS
1436
Fieldpoint Private Securities
Connecticut
$432K -$3.01K -15 -0.7%
GTCM
1437
Gyon Technologies Capital Management
New Jersey
$432K +$71.3K +355 +19%
NAMP
1438
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$432K +$100K +500 +28%
SSW
1439
Stone Summit Wealth
Florida
$432K +$454K +2,260 New
PA
1440
PSI Advisors
Florida
$430K +$42.6K +212 +10%
S
1441
Seeyond
France
$429K -$13.6K -68 -3%
AP
1442
Adero Partners
California
$428K +$401 +2 +0.1%
BFA
1443
Beaumont Financial Advisors
Massachusetts
$427K -$10.6K -53 -2%
EL
1444
EMFO LLC
Florida
$427K +$50.2K +250 +13%
AWC
1445
Adamsbrown Wealth Consultants
Kansas
$427K +$228K +1,134 +103%
CWM
1446
Centric Wealth Management
Illinois
$426K +$24.7K +123 +6%
MM
1447
MQS Management
New York
$426K +$37.5K +187 +9%
KCFA
1448
Key Client Fiduciary Advisors
New Jersey
$426K +$55.2K +275 +14%
OCM
1449
Objective Capital Management
Ohio
$426K +$136K +677 +44%
JCM
1450
Jag Capital Management
Missouri
$425K -$153K -762 -31%
56 57
58
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